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E
ecsproull
October 26, 2023
Question

Changing Ownership of my QuickBooks Desktop

  • October 26, 2023
  • 1 reply
  • 0 views

Product: QBDT 2021 Pro.

We recently had our admin walk out on us. We have access to the original email and the password to our QBW file. Recently our Merchant Services went inactive. Thus, what little income we have is dead as we can't accept credit cards at the moment.

I've tried the reset through the web twice and each time they come back asking for different stuff. The last time, after seeing our board minutes, they wanted a letter from our president stating that I, the treasurer, was the designated contact. I submitted all that and waited another week. This time they wanted our articles of incorporation and a list of our trustees and owners. I have no idea where they got that idea? We are a small non-profit social club. We have a very informal board that is elected each year. There are NO owners.

 

I think on the site I'm filing this under the wrong place and the instructions suck! Can anyone tell if you were a non-business like us, where you would file it. Please don't send me the generic directions as they haven't proved useful. Same with the support line.

 

Any suggestions greatly appreciated. Even if there is a way to just delete the account that is associated with our products, and I'll create a new one. QBDT 2001 Pro.

 

This is the last email I got from there after filing our drivers licenses, board minutes and the letter they asked for.

 

Dear Edward,

Thank you for uploading the documents to your claim request. The documents provided did not contain all of the information required to verify your ownership of the account.

Intuit treats data security with the utmost importance. In order to complete your claim, we require proof that you have legal rights to the data contained in the Intuit subscription.

Please resubmit your Master Admin/Primary Contact change with all the previous documents and with the documents still needed that are listed below.

Reason:      
Owner Documents did not Prove Ownership:

-          Articles of Incorporation (Must list the owner by name and title)
-          Recommended: A currently dated board of trustee meeting minutes showing the chairperson or president by name along with who the newly designated Primary Administrator should be.
-           Photo ID and permission letter from Chairperson/President

No business documents were submitted that proved your ownership of the business or rights to take over as administrator of the business account.

Please go to
https://quickbooks.intuit.com/learn-support/en-global/help-article/primary-administrator/request-primary-admin-contact/L2P0XAUIT_ROW_en and resubmit with the additional requested documentation.

Sincerely,
Intuit Account Recovery Support Team

1 reply

Fiat Lux - ASIA
Fiat Lux - ASIA
October 27, 2023

You don't have any access to your Admin email address or CAMPS as the Primary Contact, correct? 

You should consider using another QB Desktop with a non-subscription license. Often their support doesn't do much to transfer the Primary Contact role to a new email address.

L
LeizylM
October 27, 2023

I understand the challenges you're facing with changing the ownership of your QuickBooks Desktop (QBDT) subscription, ecsproull. I'm here to share insights about this. 

 

In this particular case where the Master Administrator has left the company, you'll need to contact our Customer Care Team. This way, they'll assist you in gathering the necessary info to complete a Master Admin claim. Once the claim is finished, the rights will be transferred to you or any other desired account user.

 

Here's how to reach them:

 

  1. Open QuickBooks Desktop.
  2. Go to the Help menu, then select QuickBooks Desktop Help.
  3. Click Contact Us at the bottom.
  4. Enter a brief description of your issue, then select Let's Talk.
  5. Choose a way to connect.

 

I'm adding these articles as a guide about setting up users and if you need to transfer the admin role to another user.

 

 

Get back to me if you have additional questions. I'll be around to provide the information that you need about changing the contact on file. Have a great day!

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