Transferring a primary admin role means giving a user full rights to manage a business in QuickBooks, including access to all running processes, the activities of other users, and the ability to add, edit, and manage the company admin in QuickBooks Online.
If you are sure you want to transfer the rights and don’t want to do this, this guide is all you need. From preparing your QuickBooks to the steps to change primary admin in QuickBooks Online, we will discuss everything. Follow this guide to the end to learn how to request a change to the admin role in QuickBooks and verify its status.
What is a Primary Admin in QuickBooks Online?
A primary admin in QuickBooks Online or even QuickBooks Online has the same rights and functionality, including access to all features and the ability to make changes, including financial & accounting activities, as well as managing users, roles, and settings. They are the person who initially set up a business account in QuickBooks. To know about transferring the roles, proceed to the next section.
Learn More – What’s New in QuickBooks Online
How to Transfer the Primary Admin to Another User in QuickBooks Online?
In this section, we will outline how to prepare your software for transferring admin rights and provide detailed steps to change primary admin in QuickBooks Online.
Prerequisites
Transfer the primary admin role
- Sign in to your QuickBooks Online as the current primary admin. If you failed to sign in, you can recover the credentials, such as your user ID or password.
- Go to Settings and choose Manage users.
- Look for the user you wish to make the primary admin.
- Make sure the user profile is listed as Company admin in the Role column. If not, click Edit in the Action column to modify the roles of admin.
- Choose the drop-down from the Action column and select Make primary admin.
- Click on Change primary admin to confirm the change.
- Finally, sign out of QuickBooks.
Note: The option to transfer the primary admin is available only if the incoming user is already a company admin. The new primary admin won’t need to take any action as the transition is automatic.
Request the primary admin role if the current admin is unavailable
If the current primary admin of QuickBooks is no longer with your company and you can’t sign out of their account, you won’t be able to follow the usual transfer process. Instead, you’ll need to submit a request to our account protection team to take over as the primary admin.
To do this, you will also need to complete the request form and provide documents proving that you own the business or have sufficient permissions to take over the admin account.
a. You will need the following account
- Your driver’s license, government ID, or passport.
- The driver’s license, government ID, or passport of any other majority owners, business partners, non-profit directors or presidents, or estate executors.
- If you don’t own the business, a letter of permission naming you as the business’s new primary admin. It needs signatures from any other majority owners, business partners, non-profit directors or presidents, or estate executors.
- If the previous owner is deceased, a notarized document with the name of the executor of their estate is required.
- Depending on the type of business, one of the following documents, with the owner, chairperson, or president’s name and title:
- Sole proprietorship or self-employed: business license.
- Corporation / S Corporation: articles of organization, corporation bylaws, or shareholders’ agreements.
- Limited Liability Company (LLC): articles of organization or an operating agreement.
- Limited partnership: certificate of limited partnership or certificate of limited liability partnership.
- Non-profit organization: A board of trustees meeting minutes identifying the new primary admin. If you don’t have this, articles of incorporation, or non-profit corporate bylaws.
- Other business: articles of organization, articles of incorporation, corporation bylaws, or shareholders’ agreements.
b. Here are the detailed steps
- Open the Business Change Request form.
- Choose the company you are requesting to be the primary admin for or contact for
Note: Choose a relatable answer to the questions from each of the drop-downs.
- Click Continue.
- Verify all the business details and click Continue. Otherwise, choose This is not the right business, then return to Step 3.
- Check your personal details and select Continue.
- Make sure all the business information is correct on the Summary page, and select Continue.
Note: Once you proceed further, you won’t be able to make any changes.
- Share all the required documents and click Submit request.
Note: If you require more time to finish the requirements, you can close the form. It will remain in draft status for 30 days. When you’re ready, reopen the form to continue where you left off.
Next steps
Intuit will review this request as soon as possible. Once the review is complete, you will receive an update email with the status of your request. Wait until the email response from no_response@intuit.com.
You can check the status of your request at any time once available.
If we approve your request:
We’ll notify you that you’ve been assigned the primary admin or contact role. Simply sign in with the email you provided the next time you access QuickBooks.
If we can’t approve your request:
We’ll inform you of the reason and provide guidance on the next steps. For instance, if a document is missing, unclear, or doesn’t meet approval standards, we’ll ask you to resubmit the form with all required documents for security verification.
Conclusion
In conclusion, a primary admin has the right to make all changes, including adding, editing, and removing company admins. You can easily change primary admin in QuickBooks Online using the detailed steps outlined above, and check whether Intuit has approved your request.
If the request isn’t approved or requires further assistance, it is recommended that you consult your supervisor. Dial +1(866)500-0076 to talk to a QuickBookSupportNet ProAdvisor now!
Frequently Asked Questions
- What is a primary admin in QuickBooks?
A primary admin in QuickBooks is the main user with full rights to add, edit, or remove any user, and to transfer admin rights to another user. They can manage everyone and every task running in the program. By default, the person who set up the software for their business is a primary admin, who can be transferred to another user.
- Can you have more than one primary admin in QuickBooks Online?
No, you cannot have more than one primary admin in QuickBooks Online. However, multiple company admins can have the same level of rights to make the required changes in QuickBooks, except for the ability to add or remove the primary admin.
- What is the role of the primary admin in QuickBooks Online?
The primary admin in QuickBooks Online is the main user who has access to all aspects of the account, can make any changes, such as managing users, roles, and settings, and is the person who initially set up the account.
- Can an accountant change the primary admin in QuickBooks Online?
Yes, an accountant can change the primary admin in QuickBooks Online only if they are signed in as a user with primary admin. An accountant can also transfer the primary admin rights if you are signed in as the accounting firm through QuickBooks Online Accountant.
- How do I transfer a primary admin in QuickBooks Online?
To transfer the primary admin in QB Online, the current primary admin must go to Settings > Manage users, find the new user, click the Action drop-down, and select Make primary admin.