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Change your primary admin, payroll admin, or other payroll contact

by Intuit1 Updated 1 month ago

Learn about the different types of payroll contacts and how to update them in QuickBooks Online Payroll.

Payroll is a big part of running a business, and it's important to keep your payroll contacts up-to-date.

QuickBooks Online Payroll

Here are the different types of payroll contacts and their role in QuickBooks Online Payroll.

User roles for Payroll productsRole in your businessProvides authorisationDiscuss/make changes to account Access to payroll reports
Primary admin**Can do everythingYesYesYes
Company adminCan run payroll, add users, and manage payroll info)NoYesYes
Standard user (all access)Limited*NoLimited*Yes
View company reportsAll reports, except the ones with payroll or contact infoNoNoNo
Payroll ContactReceives emails and reminders for payrollNoNoNo

Footnotes:

*Depending on the user settings, this user can or can’t manage users, company info, and subscriptions.

**Primary admin is a role in QuickBooks Online for the main payroll contact. Should there be any changes with the payroll contact, this role must be updated or transferred to someone else.

If you want to update the admin’s personal info and sign in credentials

  1. Select the icon of your name’s initial at the top right.
  2. Select Manage your Intuit Account.
  3. You’ll be directed to accounts.intuit.com page.
  4. From there, you can update your personal info. 

If you want to update the admin’s personal info only

  1. Go to Settings ⚙ and select Manage user.
  2. From the Action column, select Edit.
  3. You can update the name or email.
  4. Select Save changes, then Update info to confirm. 

If you want to transfer the Primary admin role to another payroll contact

If you’re looking to transfer the primary admin rights to another payroll contact, check out Change the primary admin user in QuickBooks Online.

  1. Go to Settings ⚙ and select Manage user.
  2. From the Action column, select Edit.
  3. You can update the name, email, or the role.
  4. Select Save changes, then Update info to confirm.
  1. Go to Payroll and select Overview (Take me there).
  2. From the section where you add your business info, select the edit icon.
  3. Select Next till you come to the Who's your payroll contact? screen.
  4. Update your payroll contact info.
  5. Select Next till you are back to the Overview page.


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