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info2068
Level 1

selling business limit access to accounts

selling business new owner need access to very limited accounts how do we do this
1 Comment 1
IntuitSheila
Level 8

selling business limit access to accounts

Hi there, 

 

You'll have to add the new owner as a company admin user first and then, transfer the master admin role to him so that they can have full access and control of the QuickBooks file. Let me guide you how to add a new user:

 

  1. Click on the Settings icon.
  2. Click on Manage users.
  3. Select Company admin user, and enter the name and email of the user.
  4. Click on Save.

The new owner will receive an email invite, ask them to select the link and accept the invitation to be the added on file.

 

Once the new user have accepted the email invite, transfer the master admin role to the newly added user using below.

 

  1. Click on Settings.
  2. Click on Manage users.
  3. Find the user added.
  4. Select the ellipsis icon and click on Action.
  5. Choose Change primary admin.
  6. Select Change primary admin.
  7. Click on Save.

Have the user complete the email invite by accepting the role as primary admin user.

 

Feel free to post again in the Community if you have further questions about managing users.