Skip to main content
D
Deadwood Al
September 15, 2023
Solved

Changing / adding administrators

  • September 15, 2023
  • 2 replies
  • 0 views

Curious if QuickBooks has now allowed for more than one Administrator. For instances like illness or vacation or leave of absence, it would be a benefit to have more than one person eligible for performing "administrator restricted" functions.

 

If not what is the process to change administrators?

 

Also, we also have QB Payroll: is that a separate administrator for payroll?

 

Lastly, we have used QB for a long time, and the people that originally set up the system and the payroll are no longer here, and we may not even know who they were / how they set up the "owner" of the system. At a previous company, it almost required an Act of God and Constitutional Amendment to get the payroll administrator changed. Can anyone provide some guidance on the most efficient way of getting things updated when we don't know all the historical names and logons, etc.?

 

As always, thank you in advance for the help and guidance.,

    Best answer by FateCandylaneT

    You've come to the right place for assistance, Deadwood Al. Let me share insights to help you manage company roles and access in your QuickBooks Desktop account.

     

    In QBDT, managing company roles is relevant to ensure permission rights are accordingly monitored when performing tasks in your account. With this, we can only have one primary admin per company or Intuit Account and a payroll administrator. If you're unable to access and log in as the Primary Admin, you can send a request to our account protection team to allow transfer of the primary contact of your desktop file and gather documents for your request. 

     

    Once granted, you can refer to these steps on how to change the primary administrator of your account:

     

    1. Go to Company, then select My Company.
    2. Select Manage Your Account.
    3. Sign in with your Intuit Account info. This should be different from what you use to sign in to your company file.
    4. Scroll down to the Primary Contact section and select Change.
    5. Select the new primary contact from the list of contacts on the account.
    6. Select Save and Close.

     

    Then, you can start managing user roles in your account to help you handle your financial entries.

     

    Additionally, payroll administrators are the primary contact of your payroll workflows. If you want to modify their information, you can refer to the QuickBooks Desktop Payroll section outlined in this article: Change your primary principal, payroll admin, or other payroll contact.

     

    Furthermore, I've added this relevant resource that may help you prepare and run employee payroll efficiently: Create and run your payroll.

     

    We'll always be around whenever you require additional assistance managing user access permissions in your QBDT file. Just let us know for any added queries in the comments below. We're here to provide further help. Keep safe!

    2 replies

    F
    FateCandylaneTAnswer
    September 15, 2023

    You've come to the right place for assistance, Deadwood Al. Let me share insights to help you manage company roles and access in your QuickBooks Desktop account.

     

    In QBDT, managing company roles is relevant to ensure permission rights are accordingly monitored when performing tasks in your account. With this, we can only have one primary admin per company or Intuit Account and a payroll administrator. If you're unable to access and log in as the Primary Admin, you can send a request to our account protection team to allow transfer of the primary contact of your desktop file and gather documents for your request. 

     

    Once granted, you can refer to these steps on how to change the primary administrator of your account:

     

    1. Go to Company, then select My Company.
    2. Select Manage Your Account.
    3. Sign in with your Intuit Account info. This should be different from what you use to sign in to your company file.
    4. Scroll down to the Primary Contact section and select Change.
    5. Select the new primary contact from the list of contacts on the account.
    6. Select Save and Close.

     

    Then, you can start managing user roles in your account to help you handle your financial entries.

     

    Additionally, payroll administrators are the primary contact of your payroll workflows. If you want to modify their information, you can refer to the QuickBooks Desktop Payroll section outlined in this article: Change your primary principal, payroll admin, or other payroll contact.

     

    Furthermore, I've added this relevant resource that may help you prepare and run employee payroll efficiently: Create and run your payroll.

     

    We'll always be around whenever you require additional assistance managing user access permissions in your QBDT file. Just let us know for any added queries in the comments below. We're here to provide further help. Keep safe!

      C
      cmoore63
      December 11, 2023

      In April I took over an account from another accountant who also used quickbooks.  I was given a backup file which I restored on my desktop.  However, I have changed the primary information, but it's still linked to the prior accountant's email.  So when I log in I have to change it but I am still not the default.  How can I fix this?

       

      I
      IrizA
      December 11, 2023

      Let me help you as you wanted to update the primary admin, cmoore63. 

       

      When it comes to transferring the role to a different user, it's best to know that setting the primary file is different from setting the primary admin on the Intuit account registered server/system. Please know that only the primary admin can invite a new user or change the role to the account. 

       

      To update or change it within the registered server/system, also known as CAMPs (Client Application Management Portal), you have to follow these steps:

       

      1. Log in to the CAMPs portal using your login credentials.
      2. Click the company file you want to access, then select Continue.
      3. Look for the secondary admin you want to make the primary admin, press Edit, and then hit Change Primary admin.
      4. Enter the verification code sent to the admin's phone number. Right after that, an email will be sent to the current primary admin and the secondary admin. 
      5. When the secondary admin accepts the transfer, they become the primary admin. The original primary admin becomes a secondary admin. 

       

      Please be aware that the primary admin role can only be assigned to secondary admins, and there can only be one primary admin at any given time.

       

      To learn more about this, you can see view this materials. It has a lot of information that can help you when it comes to transferring to other user: 

       

      You may also want to learn how to manage your QuickBooks Desktop subscriptions and services.

       

      You can always reach out to the Community whenever you have some questions in mind. We're always here to help you. Stay safe.

      3
      342950
      October 2, 2024

      I need to add two employee names that gives QB permission to talk to for support

      J
      JorgetteG
      October 3, 2024

      Welcome to the Community, 342950.

       

      I am here to help you add your employees as authorized users to your QuickBooks Desktop account and permit them to speak to QuickBooks support. Let’s ensure your team has the necessary access to get the support they deserve.

       

      To add or invite users, follow these steps:

       

      1. Open QuickBooks Desktop and log in with your admin credentials.
      2. Go to Company, then Users, and select Intuit Account User Management.
      3. Select Add User to enter the required information: first name, last name, and email address of the employee you want to invite.
      4. Choose the appropriate role from the Roles section. You can click View role description to see available roles and their descriptions.
      5. Click Send Invitation to notify the user. They will receive an email invitation to join your QuickBooks account.
      6. QuickBooks will display a message with the invite status, the role(s) assigned, and the QuickBooks Desktop Company file name. Hit OK to close the message.

      For more detailed information, check this guide: Use your Intuit account to manage or invite users in QuickBooks Desktop.

       

      You may also want to learn how to manage your QuickBooks Desktop subscriptions and services.

       

      If you are interested in sprucing up your reports in QuickBooks Desktop, you might find this article helpful: Customize reports in QuickBooks Desktop. It offers detailed information on personalizing reports to suit your needs.

       

      Great job! You’ve successfully added and invited users to your QuickBooks Desktop account. If you have any more questions or need further assistance, feel free to reach out. We’re always here to help you and your team get the most out of QuickBooks.

      Terms & ConditionsAccessibility statement