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January 12, 2025
Question

How do I transfer administrative authority

  • January 12, 2025
  • 1 reply
  • 0 views

I purchased the product years ago but have since retired from administrative duties. I would like to transfer administrative duties  to someone else. How do I do that?

 

1 reply

January 13, 2025

Hi there, @jonathan140.

 

You can assign the primary admin role to an existing QuickBooks user or add a new user as a company admin. After they accept the invitation, you can transfer the primary admin role to them. I am here to assist you how to do it.

 

Here's how:

 

  1. Go to your QuickBooks Online as the current primary admin.
  2. Select Settings ⚙.
  3. Click Manage Users, then look for the user you want to make the primary admin.
  4. In the Role column, make sure they are listed as Admin. If they’re not, choose Edit to change their role to admin.
  5. Select Action, then click Change primary admin.
  6. Confirm by hitting Change primary admin again.

 

Moreover, the company administrator will receive an email invitation to accept. Once they do, the primary admin rights will be transferred, and the original primary admin will automatically become the company admin.

 

Furthermore, I'm adding this resource to help you manage authorized users in your QuickBooks Online account: Add, edit, and remove authorized users.

 

Keep us updated if you have further questions about transferring administrative duties to other. We'll be willing to lend a hand.