Learn how to transfer or change who manages your books in QuickBooks Online.
With QuickBooks Online, you can add different types of users. But there’s always just one master admin who can manage all other users. So if someone new needs to manage your company in QuickBooks, here’s how to transfer the master admin role to them.
If you’re using QuickBooks Online Simple Start, contact us to transfer the master admin.
Step 1: Sign in as the master admin
Sign in to QuickBooks Online as the current master admin.
Follow these steps if you have an active user you want to be the master admin.
From the Gear icon, select Manage Users. If you don’t see this option, you’re not signed in with the master admin account (which you need to be).
In the User Type column, check if the user you want is listed as “Admin.” If they’re not, select Edit to change them to an admin.
Select the small arrow in the Action column to the right of the user. Then, select Make Master Admin.
The user you just invited to be the master admin will get an email. Once they select the link in it to accept being the master admin, you’re done. Just be sure to sign out of the previous master admin account to make it official.