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March 11, 2024
Question

How do i change primary admin to current user status company admin

  • March 11, 2024
  • 1 reply
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I tried editing the existing user with status Company Admin.  QB does not list Primary Admin in the drop down list.  Where do I change it?

1 reply

March 11, 2024

Who is the Primary Admin? You or someone else?

March 11, 2024

I can provide you with the information to give primary admin rights to another team member in QuickBooks Online (QBO), Rhonda.

 

Once we transfer the primary admin rights to team members, we grant full access permission to that member. However, we can't take back this action since there's only one in the primary admin position. 

 

Follow these steps if you've decided to grant the other team member the primary admin rights: 

 

  1. Sign in to QuickBooks Online Accountant as the current primary admin.
  2. Go to Team.
  3. Find the user you want to transfer the primary admin role with.
  4. In the Action column, select the ellipsis (︙) menu.
  5. Select Change primary admin.

Note: A prompt will appear, and choose Change primary admin to confirm.

 

On the other hand, you may check about the different options for user roles and access permissions.

 

Furthermore, you may check this article I've added on how we can add or edit user info for your accounting firm: Add and manage your accounting team in QuickBooks Online Accountant.

 

Please don't hesitate to reply to this thread should you need additional assistance managing user roles in QBO. I'll keep an eye out for it. Stay safe.