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Transfer the primary admin role to another member of your firm in QuickBooks Online Accountant

SOLVEDby QuickBooks9Updated 1 week ago

Learn how to give primary admin rights to another team member in QuickBooks Online Accountant.

Team members with the primary admin rights can do admin tasks, like giving permissions. If someone else at your firm needs to do this work, make them the primary admin. Here's how to transfer the role from one team member to another.

Or, follow these steps if you need to give your client the primary admin role for their company file.

Transfer the primary admin role

Grant full access permissions to the team member you want to make primary admin. Here's how:

  1. Sign in to QuickBooks Online Accountant as the current primary admin.
  2. Go to the Team menu.
  3. Select the three dots next to the Action column of the person you'd like to make the new primary admin.
  4. Select Change primary Admin.
  5. Then select Send invitation.

Ask your team member to open the email and follow the steps to accept the primary admin role.

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