I have a way to transfer the primary admin access to your new accountant in QuickBooks Online (QBO), techpulse.
The primary admin is unequivocally the main user with full access to every aspect of the QuickBooks account. It is important to note that the individual who established the account automatically assumes the role of the primary admin.
To assign this rule and access to your new accountant, we'll need to transfer it first before deleting or removing your current accountant. Thus, you can have an internal agreement with your previous admin to move their access to the new one.
In case the current primary administrator is not present anymore, you can request to become the primary admin. Otherwise, here’s how your current primary admin transfers the role to an existing user:
- Go to the Gear icon and select Manage Users.
- Locate the new user you want to make the primary admin.
- Under the Role column, ensure they're listed as admin.
- Tap the ellipsis icon under the Action section, and select Change primary admin.
- Select Change primary admin again to confirm.
- Then, log out of QuickBooks.
Moreover, learn from this article about the different options for users and role permission you can assign to your team: User roles and access rights in QuickBooks Online.
Let me know if there's anything else I can help you with managing your company file. I always have your back around the clock. Take care!
