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Request to be the primary admin or contact

SOLVED•by QuickBooks•2•Updated 1 month ago

Learn how to request to be the primary admin or contact for a QuickBooks account.

If the primary admin 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?

Who owns the business?Documents required
I'm the owner.You’ll need to provide:
  • Your photo ID (drivers license, government-issued ID, or passport).
  • Your business license.
I own no part of this business.You’ll need to provide:
  • Your photo ID (drivers license, government-issued ID, or passport).
  • The owner's photo ID (drivers license, government-issued ID, or passport).
  • The owner's business license.
  • A letter of permission from the owner.
Who owns the business?Documents required
I'm the owner.You’ll need to provide:
  •  Your photo ID (drivers license, government-issued ID, or passport).
I own no part of this business.You’ll need to provide:
  • Your photo ID (drivers license, government-issued ID, or passport).
  • The owner's photo ID (drivers license, government-issued ID, or passport).
  • A letter of permission from the owner.
Who owns the business?Documents required
I'm the sole owner.
I'm the majority owner.		You’ll need to provide:
  • Your photo ID (drivers license, government-issued ID, or passport).

And ONE of the following business documents indicating the owner/leadership by name and title:

  • Articles of organisation.
  • Corporation bylaws.
  • Shareholders agreement.
I'm a 50/50 owner.You’ll need to provide:
  • Your photo ID (drivers license, government-issued ID, or passport).
  • Your business partner's photo ID (drivers license, government-issued ID, or passport).
  • A letter of permission from your business partner.

And ONE of the following business documents indicating the owner/leadership by name and title:

  • Articles of organisation.
  • Corporation bylaws.
  • Shareholders agreement.
I'm a minority owner.You’ll need to provide:
  • Your photo ID (drivers license, government-issued ID, or passport).
  • The majority owner's photo ID (drivers license, government-issued ID, or passport).
  • A letter of permission from the majority owner.

And ONE of the following business documents indicating the owner/leadership by name and title:

  • Articles of organisation.
  • Corporation bylaws.
  • Shareholders agreement.
I own no part of this business.You’ll need to provide:
  • Your photo ID (drivers license, government-issued ID, or passport).
  • One of the owners' (either sole, majority or 50/50 owner's) photo ID (drivers license, government-issued ID, or passport).
  • A Permission Letter from the Majority owner or if no Majority owner, permission letter with all appropriate owner signatures.

And ONE of the following business documents indicating the owner/leadership by name and title:

  • Articles of organisation.
  • Corporation bylaws.
  • Shareholders agreement.
Who owns the business?Documents required
I'm the sole owner.
I'm the majority owner.		You’ll need to provide:
  • Your photo ID (drivers license, government-issued ID, or passport).

And ONE of the following business documents indicating the owner/leadership by name and title:

  • Articles of organisation.
  • Operating agreement.
I'm a 50/50 owner.You’ll need to provide:
  • Your photo ID (drivers license, government-issued ID, or passport).
  • Your business partner's photo ID (drivers license, government-issued ID, or passport).
  • A letter of permission from your business partner.

And ONE of the following business documents indicating the owner/leadership by name and title:

  • Articles of organisation.
  • Operating agreement.
I'm a minority owner.You’ll need to provide:
  • Your photo ID (drivers license, government-issued ID, or passport).
  • The majority owner's photo ID (drivers license, government-issued ID, or passport).
  • A letter of permission from the majority owner.

And ONE of the following business documents indicating the owner/leadership by name and title:

  • Articles of organisation.
  • Operating agreement.
I own no part of this business.You’ll need to provide:
  • Your photo ID (drivers license, government-issued ID, or passport).
  • One of the owners' (either sole, majority or 50/50 owner's) photo ID (drivers license, government-issued ID, or passport).
  • A Permission Letter from the Majority owner or if no Majority owner, permission letter with all appropriate owner signatures.

And ONE of the following business documents indicating the owner/leadership by name and title:

  • Articles of organisation.
  • Operating agreement.
Who owns the business?Documents required
I'm the majority owner.You’ll need to provide:
  • Your photo ID (drivers license, government-issued ID, or passport).

And ONE of the following business documents indicating the owner/leadership by name and title:

  • Certificate of limited partnership.
  • Certificate of limited liability partnership.
I'm a 50/50 owner.You’ll need to provide:
  • Your photo ID (drivers license, government-issued ID, or passport).
  • Your business partner's photo ID (drivers license, government-issued ID, or passport).
  • A letter of permission from your business partner.

And ONE of the following business documents indicating the owner/leadership by name and title:

  • Certificate of limited partnership.
  • Certificate of limited liability partnership.
I'm a minority owner.You’ll need to provide:
  • Your photo ID (drivers license, government-issued ID, or passport).
  • The majority owner's photo ID (drivers license, government-issued ID, or passport).
  • A letter of permission from the majority owner.

And ONE of the following business documents indicating the owner/leadership by name and title:

  • Certificate of limited partnership.
  • Certificate of limited liability partnership.
I own no part of this business.You’ll need to provide:
  • Your photo ID (drivers license, government-issued ID, or passport).
  • One of the owners' (either sole, majority or 50/50 owner's) photo ID (drivers license, government-issued ID, or passport).
  • A Permission Letter from the Majority owner or if no Majority owner, permission letter with all appropriate owner signatures.

And ONE of the following business documents indicating the owner/leadership by name and title:

  • Certificate of limited partnership.
  • Certificate of limited liability partnership.
Who owns the business?Documents required
I'm the sole owner.
I'm the majority owner.		You’ll need to provide:
  • Your photo ID (drivers license, government-issued ID, or passport).

And ONE of the following business documents indicating the owner/leadership by name and title:

  • Articles of organisation.
  • Articles of incorporation.
  • Shareholders agreement.
  • Corporation bylaws.
I'm a 50/50 owner.You’ll need to provide:
  • Your photo ID (drivers license, government-issued ID, or passport).
  • Your business partner's photo ID (drivers license, government-issued ID, or passport).
  • A letter of permission from your business partner.

And ONE of the following business documents indicating the owner/leadership by name and title:

  • Articles of organisation.
  • Articles of incorporation.
  • Shareholders agreement.
  • Corporation bylaws.
I'm a minority owner.You’ll need to provide:
  • Your photo ID (drivers license, government-issued ID, or passport).
  • The majority owner's photo ID (drivers license, government-issued ID, or passport).
  • A letter of permission from the majority owner.

And ONE of the following business documents indicating the owner/leadership by name and title:

  • Articles of organisation.
  • Articles of incorporation.
  • Shareholders agreement.
  • Corporation bylaws.
I own no part of this business.You’ll need to provide:
  • Your photo ID (drivers license, government-issued ID, or passport).
  • The owner's (or majority owner's) photo ID (drivers license, government-issued ID, or passport).
  • A letter of permission from the owner (or majority owner).

And ONE of the following business documents indicating the owner/leadership by name and title:

  • Articles of organisation.
  • Articles of incorporation.
  • Shareholders agreement.
  • Corporation bylaws.
Are you the president or director of the non-profit?Documents required
Yes.You’ll need to provide:
  • Your photo ID (drivers license, government-issued ID, or passport).

And ONE of the following business documents indicating the owner/leadership by name and title:

  • Articles of incorporation.
  • Non-profit corporate bylaws.
  • Recommended: A currently dated board of trustee meeting minutes showing the chairperson or president by name along with who the newly designated Primary Administrator should be.
No.You’ll need to provide:
  • Your photo ID (drivers license, government-issued ID, or passport).
  • A photo ID of the non-profit’s president or director (drivers license, government-issued ID, or passport).
  • A signed permission letter from the non-profit’s president or director.

And ONE of the following business documents indicating the owner/leadership by name and title:

  • Articles of incorporation.
  • Non-profit corporate bylaws.
  • Recommended: A currently dated board of trustee meeting minutes showing the chairperson or president by name along with who the newly designated Primary Administrator should be.
Are you the person in charge of what goes into this QuickBooks account?Documents required
Yes.You’ll need to provide:
  • Your photo ID (drivers license, government-issued ID, or passport).
No.You’ll need to provide:
  • Your photo ID (drivers license, government-issued ID, or passport).
  • A photo of the person in charge of what is going into this QuickBooks account (drivers license, government-issued ID, or passport).
  • A signed permission letter of the person in charge of what is going into this QuickBooks account (drivers license, government-issued ID, or passport).

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 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:
  • You are signed in so you can see the form.
  • Your photo ID is unedited/unmarked and a valid driver's license, passport, or other government-issued ID.
  • You have all the required business documents you gathered in step 1.
  • The business documents show who is the owner, chairperson, or leader of the business operation.
  • All the documents are clear, legible and should not show your National Insurance number, to protect your privacy.
  • To provide a business license when asked for a license.
  • To select no for "Are you the owner of the business” for 50/50 or minority ownership business types.
  • To add documents indicating some ownership or authorship of the QuickBooks account if you are prompted for documents that are not applicable.

Note: The form is currently only available in English.

Step 3: Next Steps

Your case will be reviewed as soon as possible. You will receive an update via email with the status of this request when we complete our review. Be on the lookout for an email from no_response@intuit.com.

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.

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