cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
dehcho2017
Level 1

Can I removed Accountant once set up?

Can I change from Accountant to Company Admin User?
1 Comment 1
Trish_T
QuickBooks Team

Can I removed Accountant once set up?

Hi dehcho2017,

 

Welcome to Community!  QuickBooks Online understands that as a business owner, you may need to remove or change the Primary Administrator on your account.  This user role has full access to the account and can manage all user roles and access rights.  

 

You can transfer the primary admin role to an existing QuickBooks user. Or, if the person isn’t a QuickBooks user yet, you can add them as a new user. Then, transfer the primary admin role to them after they’re added.  Here's how;

 

1. Sign into your QuickBooks Online account as the Primary Admin

2. Open your Settings ⚙, then select Manage users.

3. Find the user you want to make the primary admin

4. In the Role column, make sure they are listed as Admin. If they’re not, select Edit to change their role to admin

5. Select the ellipsis ⋮ icon in the Action section, then, select Change primary admin

6. Select Change primary admin again to confirm the change

7. Sign out of QuickBooks.

The user will receive the invitation to their email.  They'll click on the link and accept the invitation to be the primary admin.

 

If you're not able to assign the Primary Admin, we can help.  Follow this link to request to be the Primary Admin.

 

Feel free to reach out again, if you have other questions.  We would be glad to help!

Need to get in touch?

Contact us