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emragland
June 7, 2022
Question

Changing Primary Admin

  • June 7, 2022
  • 1 reply
  • 0 views

We are the accountants for a client using Quickbooks Online Plus.  The person identified as the primary user has disappeared, and we are trying to change the primary user to another person.  The instructions say to select "Settings" then "Manage Users", then in the ROLE column make sure they are listed as Admin.  The screen I'm viewing doesn't have a ROLE column.  Can someone assist us with this process?  Thanks in advance!!

1 reply

Fiat Lux - ASIA
Fiat Lux - ASIA
June 7, 2022

Have you checked the following reference?

https://quickbooks.intuit.com/learn-support/global/intuit-account/request-to-be-the-master-admin-or-primary-contact/01/695176

 

If you need a faster solution, we can share a workaround as long as your account is active and a Company Admin is able to access your account.

Adrian_A
Adrian_A
June 7, 2022

Hello there, emragland.

 

I know a way how to transfer the admin role to another user.

 

You must log in as the primary admin of your client's account. If you're logged in but still don't have the Role column, you can request to be the primary admin.

 

In doing so, you'll have to gather some documents to verify that you have rightful access privileges to the account. The documents depend on the business types and ownership. 

 

You can check this link for the detailed information: Request to be the primary admin or contact.

 

From there, you're good to transfer the role to another user. I've added these references as your guide: 

 

 

For more guides in managing your client's account, you can always visit our Help Articles page.

 

You can post again whenever you need some resources to help you with your concern

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