Primary Admin Change

Thank you for reaching out and sharing your experience, safoglio. I understand how crucial it is to resolve this promptly to maintain accurate financial management of your youth sports organization.

Before anything else, please know we have removed your attached PDF for security reasons, as it contains Personal Identifiable Information (PII).

Regarding the charges you mentioned, I recommend contacting our technical support team. I understand you've already been in touch with them multiple times and have put in extra effort. However, for security reasons, we're unable to pull your account on this public forum. Doing so will ensure the unused QuickBooks subscription you're referring to will be canceled.

Based on the attached document, it appears that the previous primary admin only updated the email address, but the name remains unchanged. He needs to transfer the role rather than just editing the information.

Meanwhile, to successfully change the primary admin role, the last person assigned must sign in to QuickBooks Online and transfer it to you.

You can share these steps with the last primary admin:

1. Head to the Gear icon, then Manage Users.
2. Look for the user to whom you want to transfer the role. If you haven't added them, ensure to do so.
3. In the User Type column, ensure they are listed as Company Admin. If not, select Edit to change it.
4. Click the three dots in the Action section. Then, press Change primary admin.
5. Pick Change primary admin again to confirm.
6. Sign out of QuickBooks.

When you receive the invitation email, please click the link and accept it. Refer to this article for more details: Change the primary admin user in QuickBooks Online.

If the last primary admin is not around anymore, you can submit a request to change or update this.

As you become the new primary admin, you can generate reports to identify financial discrepancies early on. This functionality will provide a comprehensive overview of your inventory, sales, and expenses, allowing you to gain insights into day-to-day operations.  

Keep me in the loop after contacting our expert team and following the recommendation to transfer the primary admin role. I'm committed to supporting you every step of the way, safoglio. 

Your response does NOT address the issue. The process recommended does NOT apply. "Meanwhile, to successfully transfer the primary admin role, the last person assigned must sign into QB on line. 

(The last person assign has not been involved for six YEARS and is NO longer WILLING to assist. He tried updating and adding me as a primary on Friday yet was unable to follow QB guidance as there was no Action section with an ellipsis. It is now in my hands. The bureaucracy to fix this is mind numbing.  

You can share these steps with the last primary admin: Head to the Gear icon, then Manage Users. Look for the user to whom you want to transfer the role. If you haven't added them, ensure to do so. In the User Type column, ensure they are listed as Company Admin. If not, select Edit to change their role. Select the ellipsis icon in the Action section. Then, select Change primary admin. Pick Change primary admin again to confirm. Sign out of QuickBooks. 

Look at the account and see that my email address is correct, yet the NAME is NOT mine. My email address shows that I am the primary admin but not the proper name. How do I change the name only? Tried the above recommendation yet it does not work.