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September 10, 2020
Question

Master Admin Claim

  • September 10, 2020
  • 3 replies
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Original commenter did not share additional details

3 replies

lynda11_2
September 10, 2020

Can you provide details of the situation?

 

DivinaMercy_N
September 10, 2020

Hello, @root94.

 

Allow me to share some info about the Master Admin claim in QuickBooks Online (QBO). If you're going to transfer the master admin role to an existing QBO user, you may follow the steps below:

 

  1. Go to Settings and select Manage Users. Make sure you sign in with the master admin account
  2. In the User Type column choose the user you want to be the master admin, select Edit to transfer the role to them.
  3. Click the small arrow in the Action column to the right of the user. Then, choose Make master admin
  4. For security, we send a verification code to the phone number or email on file for your account. When you receive the verification code, enter it, and hit Continue.
  5. In the window, tap Make master admin to confirm that you want to make the change.
  6. Go to Settings and tick Sign Out to sign out as the current master admin.
  7. When the user gets the invitation email, ask them to click the link and accept the invitation.

 

If you want to transfer the role to a new user, you may see this article for the detailed steps: Change your QuickBooks Online master admin user.


Also, here's a helpful article that you can open to know more about managing users in your QBO account: User types and user permissions.

 

Please let me know if there's anything else I can do for you about the master admin claim in QuickBooks. I've got your back and am always willing to help. Take care always.

October 12, 2020

How do I make a claim to change master admin?  Is there a form to fill out?

September 18, 2024

I need to change the admin user on the desk top version,how do i do that?

September 19, 2024

Welcome to the Community, Cattle2. You've come to the right place for assistance in transferring the admin user to your QuickBooks Desktop (QBDT).

 

In using QBDT, there are two kinds of admin users: the Company primary admin and the Intuit Account primary admin. If you're referring to the Company's primary admin, kindly note that you can only have one primary admin and sign in as the Primary admin upon transferring. In instances where the Primary Admin isn't around and can't make changes, you can send a request to our account protection team.

 

Once allowed, follow the provided guidelines below to transfer your primary company admin in your QBDT:

 

  1. Go to Company, then choose My Company.
  2. Click on the Manage Your Account tab.
  3. Log 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 pick Change.
  5. Choose the new primary contact from the list of contacts in the account.
  6. Once done, click Save and Close.

 

Moreover, the admin should invite or add the user if the user isn't on the list of contacts. After that, the user should accept the invite to change the primary contact on the account.

 

Furthermore, if you meant to change your Intuit Account primary admin, you could refer to more information in this article: Transfer the primary admin role in QuickBooks Desktop.

 

Additionally, you can create and manage roles in your QBDT account to help handle your financial entries. You can utilize this material for more details: Create and manage users and roles in QuickBooks Desktop Enterprise.

 

Let me know if you have additional questions about changing your admin in your QBDT, Cattle2. You can reach out to the Community at any time. Take care!