Learn how to request to be the primary admin or contact for a QuickBooks account.
As the primary admin or contact, you can transfer the primary admin of your QuickBooks Online account.
Transferring the primary admin role to an accounting firm/firm user can affect:
- User management
- Support plan
- Bank account changes
If the primary admin or contact is unavailable to transfer the role to you, it’s okay. Even if they’re not around or can’t make the change on their own, you can send a request to our account protection team. Here's what to do.
Step 1: Gather documents for your request
To protect your account and data, we need documentation to verify that you have rightful ownership or access privileges for the account.
The business type and ownership determines which documents we need to verify and assign a new primary admin or contact. Review the following section to find out what you need to provide.
What type of business is this?
Note: If the primary admin or contact was the owner and is deceased, then you’ll need to provide the same documents as above. You’ll also need to provide one of the following business documents:
- Proof of Transfer of Ownership
- Power of Attorney
Step 2: Complete the form
You'll need to sign in with your email to view the form. If you don't see a form at the bottom of step three, sign in to your Intuit Account to access QuickBooks. If you don't have an Intuit Account, create one.
Once you've signed in, or have created an account, return here and refresh this page in your web browser.
|Important: Help us get your request approved quickly and safely. Please make sure:
Ready to send your request? Complete the form below
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Step 3: Next steps
We'll review your case as soon as possible. Once the review is complete, you’ll receive an update via email with the status of your request. Be on the lookout for an email from firstname.lastname@example.org.
Note: Some domains may block @intuit.com communications. Learn more about how to receive important email messages from Intuit.
If we approve your request
We’ll let you know that we transferred the primary admin or contact role to you. All you'll need to do is sign in using the email address you provided us the next time you use QuickBooks.
If we’re unable to approve your request
We’ll let you know why and what steps you can take. For example, we’ll let you know if a specific document is missing, illegible, or doesn't meet the criteria for approval. You’ll need to fill out the form again and upload all of the required documents for your security.