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Best answer by JoesemM

I'll help you change the master admin rights from your bookkeeper, Steel Shot.

 

Since the bookkeeper refuses to give your company's accounting, I'd recommend contacting our Customer Support team. An agent will help you get the information you need to file a Master Admin claim.

 

Hence, we need documentation to verify that you have rightful ownership or access privileges for the account. Please browse this article and send the request from here: Request to be the primary admin or contact. Make sure to select your business type so you can determine what documents to gather before sending it.

 

Make sure to provide one of the following business documents since the primary admin refuses to give you access:

 

  • Proof of Transfer of Ownership.
  • Power of Attorney.

To reach them, follow the steps below:

 

  1. Sign in to your QuickBooks Online company.
  2. Click Help (?).
  3. Select either tab to get started:
    • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
    • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
      • Start a chat with a support expert.
      • Get a callback from the next available expert.

 

For their support hours, open this article: QuickBooks Online Support.

 

Also, the following articles will help you understand the role of a master admin and manage your users' permissions to perform specific tasks in QuickBooks:

 

 

 Please don't hesitate to reach out to me here should you have any further questions about changing master admin rights, I want to make sure you're taken care of. Stay safe.

2 replies

J
Just_me
June 4, 2024

We all have problems with Quickbooks.  Most of us actually share with the community what those problems are.  Care to share, so we can maybe help? 

M
Maybelle_S
June 4, 2024

Thanks for reaching out to the Community, steel shot.

 

I would love to help you, but I need some information about your concern. Could you please provide more details regarding your QuickBooks concern?

 

Any additional info or a screenshot of the interface will be greatly appreciated. We are looking forward to your reply. Have a good one!

S
steel shotAuthor
June 4, 2024

I do not want my bookkeeper to continue with the company's accounting, and now, the bookkeeper refuses to give me all the information recorded in Quickbooks, taking advantage of the fact that he registered as the Primary Administrator. I am not satisfied with the accountant's work; I am going to change him. What should be done in this case, I understand that the bookkeeper is obliged to provide all the information? 

JoesemM
JoesemMAnswer
June 4, 2024

I'll help you change the master admin rights from your bookkeeper, Steel Shot.

 

Since the bookkeeper refuses to give your company's accounting, I'd recommend contacting our Customer Support team. An agent will help you get the information you need to file a Master Admin claim.

 

Hence, we need documentation to verify that you have rightful ownership or access privileges for the account. Please browse this article and send the request from here: Request to be the primary admin or contact. Make sure to select your business type so you can determine what documents to gather before sending it.

 

Make sure to provide one of the following business documents since the primary admin refuses to give you access:

 

  • Proof of Transfer of Ownership.
  • Power of Attorney.

To reach them, follow the steps below:

 

  1. Sign in to your QuickBooks Online company.
  2. Click Help (?).
  3. Select either tab to get started:
    • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
    • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
      • Start a chat with a support expert.
      • Get a callback from the next available expert.

 

For their support hours, open this article: QuickBooks Online Support.

 

Also, the following articles will help you understand the role of a master admin and manage your users' permissions to perform specific tasks in QuickBooks:

 

 

 Please don't hesitate to reach out to me here should you have any further questions about changing master admin rights, I want to make sure you're taken care of. Stay safe.

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