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L
Lewb
December 10, 2021
Question

Owning a product that use to belong to someone else.

  • December 10, 2021
  • 1 reply
  • 0 views

I have recently taken over the responsibility of a company Bookkeeping. The program was run by an accountant

and they gave me a copy of the program for me to start being the new Bookkeeper. The problem is that when I try to do direct pay the system refers to the previous Bookkeeper and how they need to give me authorization to do direct deposit. I own the the new desk top version which is desktop pro with payroll but the system will not allow use without the consent previous of the prior Bookkeeper. How do I change this issue?

1 reply

C
Charies_M
December 10, 2021

You made the right choice in reaching us, Lewb.

 

I can guide you on how to fix changing ownership/roles in your QuickBooks Desktop.

 

Since the previous accountant is no longer associated with the company and you don't have his/her login credentials, you can send a request to our team to transfer the primary admin role. This process requires some necessary documents that prove you are reliable for the role. Our team will review that information within three days and will notify you of updates via email.

 

More of this information about transferring primary admin roles can be found in this article: 

If you need other helpful articles in the future, you can always visit our site: Help articles for QuickBooks Desktop.

 

I'm looking forward to hearing this being resolved. Get back to me if you need help managing your account. Wishing you a good one.

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