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I'm trying to transfer a QBO file to a client and make them the master admin. When they receive the invite, they can't login/enter a password. Any idea?

 
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QuickBooks Team

I'm trying to transfer a QBO file to a client and make them the master admin. When they receive the invite, they can't login/enter a password. Any idea?

Hi there,

 

Transferring a QBO file to a client can be a lengthy process but don't worry, I got your back with getting this sorted. 

 

The process to transfer Master Administrator rights depends on which version of QuickBooks Online you're using. Only QuickBooks Online Plus or Essentials users can transfer the Master Administrator role themselves.

 

You must be signed in as a Master Administrator or a Company Administrator.

  1. Select the Gear icon on the Toolbar.

  2. Under Your Company, select Manage Users.

  3. Select Add user.
  4. Select Company Admin, then select Next.
  5. Enter the new user's email address and their name. Select Save.
  6. An email is sent to the person you invited to become a Company Administrator. They need to read the email, then use the activation link to set up their account. If they already have a QuickBooks Online user ID and password, they can use their existing credentials. If not, they can create a new user ID and password.
  7. Once the new Company Administrator user has been invited and have set up their user ID and password, you must sign out and sign back in again as the Master Administrator in order to transfer the role to another user.

How to transfer Master Administrator rights to an existing company administrator

  1. Select the Gear icon on the Toolbar.

  2. Under Your Company, select Manage Users.

  3. Find the Admin you want to transfer Master Administrator rights to.
  4. From the Action column, select Make master admin, from the drop-down.
  5. To confirm your selection, select Make master admin again. (Note: If you don't see this option, you are either not signed in as the Master Administrator or there is no Company Administrator user set up. If an Admin doesn't appear in the user list, see add them as a company administrator first.
  6. An email is sent to the person you invited to become the new Master Administrator. They need to accept the invitation from the email.

For more information on how to Transfer Master admin, click here

 

In case you have other questions, feel free to contact our support team using this link here.