Learn how to request to be the primary admin or contact for a QuickBooks account.
If the primary admin is unavailable to transfer the role to you, it’s okay. Even if they’re not around or can’t make the change on their own, you can send a request to our account protection team. Here's what to do.
Step 1: Gather documents for your request
To protect your account and data, we need documentation to verify that you have rightful ownership or access privileges for the account.
The business type and ownership determines which documents we need to verify and assign a new primary admin or contact. Review the following section to find out what you need to provide.
What type of business is this?
Sole trader
| Who owns the business? | Documents required |
| I'm the owner. | You’ll need to provide: - Your photo ID (driver's licence, government-issued ID, or passport).
- Your business license.
|
| I own no part of this business. | You’ll need to provide: - Your photo ID (driver's licence, government-issued ID, or passport).
- The owner's photo ID (driver's licence, government-issued ID, or passport).
- The owner's business license.
- A letter of permission from the owner.
|
Corporation
| Who owns the business? | Documents required |
I'm the sole owner.
I'm the majority owner. | You’ll need to provide: - Your photo ID (driver's licence, government-issued ID, or passport).
And ONE of the following business documents indicating the owner/leadership by name and title: - Company Constitution.
- Current ASIC Company Extract (no more than 7 days old) - The ASIC Company Extract can be purchased online at ASIC Connect and shows the current directors and shareholders of a company as registered with ASIC.
- The latest BAS filing payment record.
- Shareholders agreement.
|
| I'm a 50/50 owner. | You’ll need to provide: - Your photo ID (driver's licence, government-issued ID, or passport).
- Your business partner's photo ID (driver's licence, government-issued ID, or passport).
- A letter of permission from your business partner.
And ONE of the following business documents indicating the owner/leadership by name and title: - Company Constitution.
- Current ASIC Company Extract (no more than 7 days old) - The ASIC Company Extract can be purchased online at ASIC Connect and shows the current directors and shareholders of a company as registered with ASIC.
- The latest BAS filing payment record.
- Shareholders agreement.
|
| I'm a minority owner. | You’ll need to provide: - Your photo ID (driver's licence, government-issued ID, or passport).
- The majority owner's photo ID (driver's licence, government-issued ID, or passport).
- A letter of permission from the majority owner.
And ONE of the following business documents indicating the owner/leadership by name and title: - Company Constitution.
- Current ASIC Company Extract (no more than 7 days old) - The ASIC Company Extract can be purchased online through ASIC Connect and shows the current directors and shareholders of a company as registered with ASIC.
- The latest BAS filing payment record.
- Shareholders agreement.
|
| I own no part of this business. | You’ll need to provide: - Your photo ID (driver's licence, government-issued ID, or passport).
- One of the owners' (either sole, majority or 50/50 owner's) photo ID (driver's licence, government-issued ID, or passport).
- A Permission Letter from the Majority owner or if no Majority owner, permission letter with all appropriate owner signatures.
And ONE of the following business documents indicating the owner/leadership by name and title: - Company Constitution.
- Current ASIC Company Extract (no more than 7 days old) - The ASIC Company Extract can be purchased online through ASIC Connect and shows the current directors and shareholders of a company as registered with ASIC.
- The latest BAS filing payment record
- Shareholders agreement.
|
Company
| Who owns the business? | Documents required |
I'm the sole owner.
I'm the majority owner. | You’ll need to provide: - Your photo ID (driver's licence, government-issued ID, or passport).
And ONE of the following business documents indicating the owner/leadership by name and title: - Company Constitution.
- Current ASIC Company Extract (no more than 7 days old) - The ASIC Company Extract can be purchased online through ASIC Connect and shows the current directors and shareholders of a company as registered with ASIC.
- The latest BAS filing payment record.
- Operating agreement.
|
| I'm a 50/50 owner. | You’ll need to provide: - Your photo ID (driver's licence, government-issued ID, or passport).
- Your business partner's photo ID (driver's licence, government-issued ID, or passport).
- A letter of permission from your business partner.
And ONE of the following business documents indicating the owner/leadership by name and title: - Company Constitution.
- Current ASIC Company Extract (no more than 7 days old) - The ASIC Company Extract can be purchased online through ASIC Connect and shows the current directors and shareholders of a company as registered with ASIC.
- The latest BAS filing payment record.
- Operating agreement.
|
| I'm a minority owner. | You’ll need to provide: - Your photo ID (driver's licence, government-issued ID, or passport).
- The majority owner's photo ID (driver's licence, government-issued ID, or passport).
- A letter of permission from the majority owner.
And ONE of the following business documents indicating the owner/leadership by name and title: - Company Constitution.
- Current ASIC Company Extract (no more than 7 days old) - The ASIC Company Extract can be purchased online through ASIC Connect and shows the current directors and shareholders of a company as registered with ASIC.
- The latest BAS filing payment record
- Operating agreement.
|
| I own no part of this business. | You’ll need to provide: - Your photo ID (driver's licence, government-issued ID, or passport).
- One of the owners' (either sole, majority or 50/50 owner's) photo ID (driver's licence, government-issued ID, or passport).
- A Permission Letter from the Majority owner or if no Majority owner, permission letter with all appropriate owner signatures.
And ONE of the following business documents indicating the owner/leadership by name and title: - Company Constitution.
- Current ASIC Company Extract (no more than 7 days old) - The ASIC Company Extract can be purchased online through ASIC Connect and shows the current directors and shareholders of a company as registered with ASIC.
- The latest BAS filing payment record.
- Operating agreement.
|
Partnership
| Who owns the business? | Documents required |
| I'm the majority owner. | You’ll need to provide: - Your photo ID (driver's licence, government-issued ID, or passport).
And ONE of the following business documents indicating the owner/leadership by name and title: - Certificate of limited partnership.
- Certificate of limited liability partnership.
|
| I'm a 50/50 owner. | You’ll need to provide: - Your photo ID (driver's licence, government-issued ID, or passport).
- Your business partner's photo ID (driver's licence, government-issued ID, or passport).
- A letter of permission from your business partner.
And ONE of the following business documents indicating the owner/leadership by name and title: - Certificate of limited partnership.
- Certificate of limited liability partnership.
|
| I'm a minority owner. | You’ll need to provide: - Your photo ID (driver's licence, government-issued ID, or passport).
- The majority owner's photo ID (driver's licence, government-issued ID, or passport).
- A letter of permission from the majority owner.
And ONE of the following business documents indicating the owner/leadership by name and title: - Certificate of limited partnership.
- Certificate of limited liability partnership.
|
| I own no part of this business. | You’ll need to provide: - Your photo ID (driver's licence, government-issued ID, or passport).
- One of the owners' (either sole, majority or 50/50 owner's) photo ID (driver's licence, government-issued ID, or passport).
- A Permission Letter from the Majority owner or if no Majority owner, permission letter with all appropriate owner signatures.
And ONE of the following business documents indicating the owner/leadership by name and title: - Certificate of limited partnership.
- Certificate of limited liability partnership.
|
Other
| Who owns the business? | Documents required |
I'm the sole owner.
I'm the majority owner. | You’ll need to provide: - Your photo ID (driver's licence, government-issued ID, or passport).
And ONE of the following business documents indicating the owner/leadership by name and title: - Company Constitution.
- Current ASIC Company Extract (no more than 7 days old) - The ASIC Company Extract can be purchased online through ASIC Connect and shows the current directors and shareholders of a company as registered with ASIC.
- The latest BAS filing payment record
- Shareholders agreement.
|
| I'm a 50/50 owner. | You’ll need to provide: - Your photo ID (driver's licence, government-issued ID, or passport).
- Your business partner's photo ID (driver's licence, government-issued ID, or passport).
- A letter of permission from your business partner.
And ONE of the following business documents indicating the owner/leadership by name and title: - Company Constitution.
- Current ASIC Company Extract (no more than 7 days old) - The ASIC Company Extract can be purchased online through ASIC Connect and shows the current directors and shareholders of a company as registered with ASIC.
- The latest BAS filing payment record.
- Shareholders agreement.
|
| I'm a minority owner. | You’ll need to provide: - Your photo ID (driver's licence, government-issued ID, or passport).
- The majority owner's photo ID (driver's licence, government-issued ID, or passport).
- A letter of permission from the majority owner.
And ONE of the following business documents indicating the owner/leadership by name and title: - Company Constitution.
- Current ASIC Company Extract (no more than 7 days old) - The ASIC Company Extract can be purchased online through ASIC Connect and shows the current directors and shareholders of a company as registered with ASIC.
- The latest BAS filing payment record.
- Shareholders agreement.
|
| I own no part of this business. | You’ll need to provide: - Your photo ID (driver's licence, government-issued ID, or passport).
- The owner's (or majority owner's) photo ID (driver's licence, government-issued ID, or passport).
- A letter of permission from the owner (or majority owner).
And ONE of the following business documents indicating the owner/leadership by name and title: - Company Constitution.
- Current ASIC Company Extract (no more than 7 days old) - The ASIC Company Extract can be purchased online through ASIC Connect and shows the current directors and shareholders of a company as registered with ASIC.
- The latest BAS filing payment record.
- Shareholders agreement.
|
It's a not-for-profit
| Are you the president or director of the not-for-profit? | Documents required |
| Yes. | You’ll need to provide: - Your photo ID (driver's licence, government-issued ID, or passport).
And ONE of the following business documents indicating the owner/leadership by name and title: - Company Constitution.
- Current ASIC Company Extract (no more than 7 days old) - The ASIC Company Extract can be purchased online through ASIC Connect and shows the current directors and shareholders of a company as registered with ASIC.
- The latest BAS filing payment record.
- Recommended: A currently dated board of trustee meeting minutes showing the chairperson or president by name along with who the newly designated Primary Administrator should be.
|
| No. | You’ll need to provide: - Your photo ID (driver's licence, government-issued ID, or passport).
- A photo ID of the not-for-profit’s president or director (driver's licence, government-issued ID, or passport).
- A signed permission letter from the not-for-profit’s president or director.
And ONE of the following business documents indicating the owner/leadership by name and title: - Company Constitution.
- Current ASIC Company Extract (no more than 7 days old) - The ASIC Company Extract can be purchased online through ASIC Connect and shows the current directors and shareholders of a company as registered with ASIC.
- The latest BAS filing payment record.
- Recommended: A currently dated board of trustee meeting minutes showing the chairperson or president by name along with who the newly designated Primary Administrator should be.
|
It's not a business
| Are you the person in charge of what goes into this QuickBooks account? | Documents required |
| Yes. | You’ll need to provide:
- Your photo ID (drivers license, government-issued ID, or passport).
|
| No. | You’ll need to provide: - Your photo ID (drivers license, government-issued ID, or passport).
- A photo of the person in charge of what is going into this QuickBooks account (drivers license, government-issued ID, or passport).
- A signed permission letter from the person in charge of what is going into this QuickBooks account (drivers license, government-issued ID, or passport).
|
Note: If the primary admin or contact was the owner and is deceased, then you’ll need to provide the same documents as above. You’ll also need to provide ONE of the following business documents:
- Proof of Transfer of Ownership.
- Power of Attorney.
Step 2: Complete the form
You'll need to sign in with your email to view the form. If you don't see a form at the bottom of step three, sign in to your Intuit Account to access QuickBooks. If you don't have an Intuit Account, create one.
Once you've signed in, or have created an account, return here and refresh this page in your web browser.
Important: Help us get your request approved quickly and safely. Please make sure: - You are signed in so you can see the form.
- Your photo ID is unedited/unmarked and a valid driver's license, passport, or other government-issued ID.
- You have all the required business documents you gathered in step 1.
- The business documents show who is the owner, chairperson, or leader of the business operation.
- All the documents are clear and legible.
- To provide a business license when asked for a license.
- To select no for "Are you the owner of the business” for 50/50 or minority ownership business types.
- To add documents indicating some ownership or authorship of the QuickBooks account if you are prompted for documents that aren't applicable.
|
Note: The form is currently only available in English.
Ready to send your request? Complete the form below
Important: Make sure to update your browser to the latest version to view the widget successfully.
Step 3: Next Steps
Your case will be reviewed as soon as possible. You will receive an update via email with the status of this request when we complete our review. Be on the lookout for an email from no_response@intuit.com.
If we approve your request
We’ll let you know that we transferred the primary admin or contact role to you. All you'll need to do is sign in using the email address you provided us the next time you use QuickBooks.
If we’re unable to approve your request
We’ll let you know why and what steps you can take. For example, we’ll let you know if a specific document is missing, illegible, or doesn't meet the criteria for approval. You’ll need to fill out the form again and upload all of the required documents for your security.
