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November 2, 2024
Question

How do we change the primary administrator access without the cooperation from this administrator because he has left management

  • November 2, 2024
  • 2 replies
  • 0 views
the primary administrator has left management how do we add a new primay administrator and remove the old one

2 replies

November 2, 2024

Rest assured that changing the primary administrator access can be done without the cooperation of the former administrator, Puntwest.

 

Regarding this scenario, QuickBooks Online allows users to change and remove user roles and access permissions by submitting a request to be a primary admin.

 

Before doing so, please provide the necessary documents to verify your ownership of QuickBooks Online.

 

Here's how to add a document:

 

  1. Sign in to your account and navigate to the Manage your Intuit Account.
  2. Press the Document section, then choose Business or Personal.
  3. If you select Business, click on the Select Business button.
  4. Choose your company, and press on View Documents.
  5. Then click the Add Documents dropdown to choose how you will upload your files.

 

Once done, submit the request form by clicking here: Request Primary Administrator Update.

 

For more details, please review this article to see the list of required forms and proof of ownership documents: Request to be the primary admin or contact.

 

After that, our compliance team will review the request promptly, and you will receive a notification from no_response@intuit.com regarding the request status through your email.

 

Moreover, if you have lost or forgotten your user ID or password, visit this article for directions on retrieving your Intuit Account: Recover your Intuit Account if you can’t sign in.

 

We appreciate your determination while using our product. We remain committed to supporting you in achieving your business objectives. Thank you, and we look forward to a productive collaboration.

November 3, 2024

@puntwest-yahoo-c 

Another option, you can purchase a 3rd party service to migrate your data to a new QBO account.