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JaneShrubb22
Level 1

Change Primary Admin

I am the primary admin for our clients, I need to transfer the primary admin role to the client's new accountant before I transfer the billing.  The instructions indicate that there should be an arrow by Actions in manage users in order to do this, however, this does not appear in my clients accounts, am I missing something?

 

  1. Go to Settings ⚙ and select Manage users.
  2. Find your client on the list.
  3. Select the ▼ dropdown in the Action column and then Make primary admin.
  4. Follow the on-screen steps to approve the transfer.

 

 

2 REPLIES 2
JaneShrubb22
Level 1

Change Primary Admin

Now resolved.

GeorgiaC
QuickBooks Team

Change Primary Admin

Hi JaneShrubb22

 

Thanks for updating this thread - if you're needing any further guidance on transferring the primary admin role to your client in QuickBooks Online, you can refer to our guide linked here.

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