Question

Admin Change

Forum|Forum|2 years ago
January 5, 2024
2 replies
0 views

Hi there, we terminated the relationship we had with our CPA firm. However, when I log into one of our QB's instances, their email is listed as the admin, therefore I cannot make any changes, including changing of the admin. I've asked for the password, but nothing yet. As the president of the company, I can't even add myself or our CFO to make the change, because it's the CPA's email address.

How can I make this change?

Thank you

QuickBooks Enterprise Suite

A

AnneMariee

Hi there, @WallingPrez.

You can still change the primary admin of your company even if your former firm is currently unreachable. I'm here to assist you through the process.

If you want to take over the role, you can send a request to be a primary admin to our account protection team. However, if you want to transfer the role to someone else, have them go through the process instead.

Here's what to do:

Gather documents for your request.
Complete the form.
Get ready to send your request by completing the form.

You'll find the form under Step 3 of this article: Request to be the primary admin or contact.

After you've completed it, our dedicated team will promptly assess your case. Once they're done, you'll receive an email update regarding the progress of your request. Make sure to keep an eye out for an email from no_response@intuit.com.

For more info on transferring the primary admin role in QuickBooks, check out this article: Transfer the primary admin role in QuickBooks Desktop.

You might also want to add users in custom roles and individual permissions. Here's a guide on how to do so: Use your Intuit account to manage or invite users in QuickBooks Desktop.

If you require further assistance while making changes to the primary admin user in your account, please don't hesitate to ask your questions in the comment section below. I'm here and ready to assist you once more. Have a good one!

4

4Gal

@WallingPrez

Can you login to CAMPS as the Primary Contact and find your license code there?

https://camps.intuit.com/