Account Transfer

You can transfer an account to another individual by making them the new primary admin, wrinehart. I'll provide more details to help you accomplish your goal.

In QuickBooks Online (QBO), the primary admin has the highest permissions level, allowing them to supervise all users and admin tasks. You can be assigned to this role to assume the bookkeeping. Also, note that only the primary admin can initiate the role transfer. This process will not incur additional costs if you don't modify the billing information under your account.

To begin with, ensure that you're an existing user of the company file. If that's not the case, please have yourself invited accordingly.

After that, here's how to assign the new primary admin:

1. Access QBO as the current primary admin.
2. Head to the Gear icon, then Manage users.
3. Locate the user that needs to be the next primary admin.
4. Ensure they're an Admin, shown in the User Type column. Otherwise, change their role to admin through the Edit button.
5. Select the small arrow dropdown in the Action section and choose Make primary admin.
6. Confirm it by picking Make primary admin.
7. Sign out of QuickBooks.

For more information, refer to this article: Change the primary admin user in QuickBooks Online.

Moreover, consider scanning this material for guidance if the current primary admin is no longer with the company: Request to be the primary admin or contact.

On the other hand, you might want to utilize the audit log to keep track of the activities within your book, including who performs them and when they happen.

We've always got your back if you require further guidance assigning a primary admin role in QuickBooks Online. Kindly post your queries below and tag us in the Community.