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C
CAW3
June 8, 2024
Question

Help me! Why is everything so hard with QB? Put me out of my misery, please I beg you

  • June 8, 2024
  • 1 reply
  • 0 views

I am going through Quickbooks hell right now. Our firm had 4 partners, one of which left and the other we fired. The fired one (fired for cause) had taken the primary admin role of our account. I've been trying for THREE WEEKS to get the primary admin role moved to me. I've been on the phone with QB support staff for countless hours of time that I DO NOT HAVE while I'm trying to run a business and service clients. And the cherry on top is that yesterday QB decided to disable our payments account with the approx $24k of funds now "on hold." Funds that I need to process payroll next week.

 

So TLDR - a company that bills itself as a "solution" for small businesses is in fact the one thing that is completely hobbling my business right now. 

 

Here's what I need: 

1. Primary admin role granted to me. 

2. Funds disbursed to our bank account or QB checking. Whatever, just release them. Or send them back to the payer. 

 

Also, does anyone else find it interesting that QB requires all kinds of documentation (letters from partners, govt issued IDs, operating agreements) to change the lousy roles on the account - BUT does not seem to have these same reqs in place for taking out term loans? Our fired partner was able to take out two QB loans without our knowledge, which we are on the hook for paying. How does this make any sense to require documentation for one purpose but not the other? 

 

Would a letter from our lawyer documenting the former partner's abuses help get QB to get its act together? 

1 reply

4
4Gal
June 8, 2024

Can you still access your account as a Company Admin?

 

I
I used to have an invoices sho
June 8, 2024

We appreciate the time and effort you've put into reaching out to the Community, CAW3. Let me share some helpful information with you about the primary admin change request process.

 

In QuickBooks Online (QBO), acquiring control of an account requires the highest level of security if there's a support issue with money movement. In this scenario, since the primary admin or contact was unable to transfer the role to you, I recommend that you contact our account protection team and submit a request to be the primary admin or contact.

 

For more comprehensive guidance on changing the primary admin and transferring this role to you, please follow the instructions below:

 

  1. Sign in to QuickBooks Online as the current primary admin. If you can’t sign in, you can recover your user ID or password.
  2. Go to Settings ⚙ and select Manage users. Find the user you want to make the primary admin.
  3. In the User Type column, make sure you are listed as Admin. If you're not yet listed, select Edit to change their role to admin.
  4. Tick the ellipsis icon in the Action section. Then, hit Change primary admin.
  5. Select Change primary admin again to confirm the change, and then sign out of QuickBooks.

 

Once you get the invitation email, open the link and accept the invitation to be the primary admin. You can find all the information you need to guide you on how to prepare and submit the request in this article: Change the primary admin user in QuickBooks Online.

 

Moreover, you can visit these articles to get additional insights and learn more about managing your QuickBooks Online account along with video instructions: 

 

 

If you have any further questions with other account management-related concerns in QuickBooks Online, please feel free to reach out. I'm here to help. Have a productive day!

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