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December 14, 2022
Question

Changing Primary Admin

  • December 14, 2022
  • 1 reply
  • 0 views

I am needing to know how to change the primary admin when the one that is listed currently is no longer in business and we have no way to contact her. Someone please help! I have called in 4 times and I have been given the run around and they sent me the form to change the principal which is NOT what I want to do. The company file for my client is on our company license but we are not showing as the primary admin. I need to know how to fix this!

1 reply

Fiat Lux - ASIA
December 14, 2022

You need to change the Admin access for the company file, not the Primary Contact for your CAMPS, correct?

katherinejoyceO
December 14, 2022

I can see the urgency of transferring the primary admin role to a different user to manage your QuickBooks Desktop company, @Samanthascarlsoncpasnet.

 

Please know that you can only have one primary admin per company file. However, you can add a secondary admin should there be a need to. 

 

Here's how to add a QuickBooks user:

 

  1.  Sign in as the admin user of the company file, then select Users from the Company menu.
  2. Select Set Up Users and Roles, then enter the admin password, then select OK.
  3. Click the User List tab, then select New.
  4. Enter a username and an optional password.
  5. Select the user’s roles in the Available Roles section, then select Add, and then, OK.

 

After that, you can now transfer the primary admin role to another user. You'll need to sign in to Intuit Account User Management from a web browser or, in QuickBooks Desktop, then follow the steps below:

 

  1. Go to the Company menu, then go to Users and select Intuit Account User Management.
  2. Pick the company file you’d like to transfer, then click Continue. You can also check out this link for more insights: Set up and use Intuit account user management article)
  3. From the Users tab, pick the current primary admin, then select Change primary admin from the Action column.
  4. Click the dropdown and choose which user to transfer the primary admin role to.
  5. Select the checkbox to verify you’ll become a secondary admin, then select Verify
  6. Sign in using your Intuit account info. 
  7. Confirm the invite by selecting OK.

 

Once done, have your new primary admin check their email and look for the invite and accept it. See this article for additional insights about the whole process of transferring the primary admin role in QuickBooks Desktop.

 

Update me here or let me know if you still have questions about updating your primary admin. I'm always here to assist. 

 

December 15, 2022

Unfortunately, we don't have the current admins Intuit Password to be able to sign in that way and do it. We have the QuickBooks file password, but not the current admin's intuit password.