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October 15, 2023
Question

I need to remove my old accountant as the primary admin to be myself, the business owner. It won't allow me to do this

  • October 15, 2023
  • 2 replies
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2 replies

Nicole_N
October 15, 2023

I'd be glad to help you remove your old accountant as the primary admin in your QuickBooks Online account and become the primary admin yourself. 

 

I can see that you're unable to do that, because only the primary admin has the authority to remove or change the primary admin role. This is a security measure to ensure that only authorized individuals have access to sensitive financial information.  As the business owner, it's important for you to have control over your account.

 

To proceed with, you'll need to contact your accountant to move the Primary Admin access into your profile. Since QuickBooks will depend on the user who is set to manage all users and other admin tasks, asking them to move this role to you would be best.

 

Once you have reached to them concerning this one, you can ask your accountant to perform the steps below to move the access to you:

 

  1. Log in to QBO Company and navigate to the Gear icon.
  2. Select the Manage Users and locate the profile you want to make as the primary admin.
  3. Make sure they are listed as Admin in the User Type.
  4. Tap the small dropdown arrow beside the Action section and select Make primary admin.
  5. Re-select the Make primary admin to confirm the change.
  6. Sign out of QuickBooks.

 

If the current primary admin is no longer with the company, you can request to be the primary admin.

 

See this for more information about handling roles and permission in QBO: User roles and access rights in QuickBooks Online.

 

If you have additional questions or concerns with account roles, please let me know. I'm always here to help. Take care and have a great day ahead.

Fiat Lux - ASIA
October 16, 2023

@sales-thetinyclo 

Primary Admin is the "owner" of your QBO account. If the Primary Admin refuses to transfer the role to your side, you will need a paid solution to migrate your data to a new QBO account.