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August 2, 2021
Question

I need master access so I can add a user

  • August 2, 2021
  • 1 reply
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1 reply

DivinaMercy_N
August 2, 2021

Hi there, @brody-macon93-ou.

 

Having master access is easy in QuickBooks Online (QBO). Follow along below to get this done right away. 

 

First, you can ask the current Master Admin to transfer the role to you. To do so, you can provide the following steps:

 

  1. Sign in to QBO using the master admin credentials.
  2. Go to the Settings icon and choose Manage users.
  3. They need to look for your name to make you the primary admin.
  4. From the Role column, they need to check if your name is listed as Admin. If not, select Edit to change the role to admin.
  5. Click the small arrow in the Action section. Then, select Make primary admin.
  6. Once they receive a verification code, enter it and click Continue.
  7. Select Make primary admin again to confirm the change.
  8. Once done, sign out of QuickBooks.

 

For more info about the process, you can visit this article: Change the primary admin user in QuickBooks. 

 

On the other hand, if the current Master Admin is unavailable, you can send a request to our account protection team to help transfer the role to you. For the detailed guide, open this page: Request to be the primary admin or contact.

 

Once everything is set, you can now add a user in QBO

 

You also have the option to restrict what your user can and can't do on your books. For the detailed instructions, check out this link: User roles and access rights in QuickBooks Online. 

 

If you need further assistance in having master admin access to add a user in QBO, feel free to post a reply below. I'll be always around to help. Have a good one.