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Intuit

How to transfer the role of Master Administrator

Learn how to transfer the role of Master Administrator in QuickBooks Online.

As a Master Administrator, you can manage and control other user's access and role in QuickBooks. Just designate the user as Company Administrator, then QuickBooks sends an activation email for the role transfer.

Note: Only QuickBooks Online Plus or Essentials users can transfer the Master Administrator role themselves.

If you’re using QuickBooks Online EasyStart, contact us to transfer Master Administrator rights.

Basics of transferring the Master Administrator role

  • Only the current Master Administrator can make this change. If you're not the current Master Administrator, ask the current Master Administrator to make the transfer.
  • If the user you want to make the Master Administrator isn't already a Company Administrator, you must first add them as one (or change their role if they are an existing user).
  • If the user you'd like to transfer Master Administrator rights to is already a Company Administrator, skip to How to transfer Master Administrator rights to an existing company administrator.

How to create a new company administrator user

You must be signed in as a Master Administrator or a Company Administrator.

  1. Select the Gear icon on the toolbar.
  2. Under Your Company, select Manage Users.
  3. Select Add user.
  4. Select Company Admin, then select Next.
  5. Enter the new user's name and email address. Select Save.
  6. An email is sent to the person you invited to become a Company Administrator. They need to read the email, then use the activation link to set up their account.
    Note: They can create a new user ID and password OR use their existing QuickBooks Online credentials.
  7. Once the new Company Administrator user has been invited and have set up their user ID and password, you must sign out and sign back in again as the Master Administrator in order to transfer the role to another user.

How to transfer Master Administrator rights to an existing company administrator

    1. Select the Gear icon on the Toolbar.
    2. Under Your Company, select Manage Users.
    3. Find the Admin you want to transfer Master Administrator rights to.
    4. From the Action column, select Make master admin, from the drop-down.
    5. To confirm your selection, select Make master admin again.
      Note: If you don't see this option, you are not signed in as the Master Administrator OR there is no Company Administrator user set up.  You can add a Company Administrator first  if an Admin doesn't appear in the user list.

An email is sent to the person you invited to become the new Master Administrator. They need to accept the invitation from the email.

Note: The Master Administrator role doesn't transfer until the invitation is accepted by the new person.