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Request to be the primary admin or contact

SOLVEDby QuickBooks14Updated 6 days ago

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:

  • Billing
  • User management
  • Support plan
  • Bank account changes

Notes:

  • For any payroll account with a bank account attached for money movement, the Primary Admin for the payroll account must be the business owner’s info, not a firm user.
  • If a support issue arises with money movement, the firm user must transfer the role to a Primary Admin (non-firm user).

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?

Who owns the business?Documents required
I'm the ownerYou’ll need to provide:
  • Your photo ID (driver's licence, passport or certified photo)
  • Your company number
I own no part of this businessYou’ll need to provide:
  • Your photo ID (driver's licence, passport or certified photo)
  • The owner's photo ID (driver's licence, passport or certified photo)
  • The owner's company number
  • A letter of permission from the owner
Who owns the business?Documents required
I'm the ownerYou’ll need to provide:
  • Your photo ID (drivers licence, passport or certified photo)
I own no part of this businessYou’ll need to provide:
  • Your photo ID (driver's licence, passport, or certified photo)
  • The owner's photo ID (driver's licence, passport, or certified photo)
  • A letter of permission from the owner

Note: You’ll need to provide the documents for your ownership type and one of these (the owner/leadership must be in the document by name and title):

  • Articles of Incorporation
  • Articles of Association
Who owns the business?Documents required
I'm the sole owner or the majority ownerYou’ll need to provide:
  • Your photo ID (drivers licence, passport, or certified photo)
I'm a 50/50 ownerYou’ll need to provide:
  • Your photo ID (driver's licence, passport, or certified photo)
  • Your business partner's photo ID (driver's licence, passport, or certified photo)
  • A letter of permission from your business partner
I'm a minority ownerYou’ll need to provide:
  • Your photo ID (driver's licence, passport, or certified photo)
  • The majority owner's photo ID (driver's licence, passport, or certified photo)
  • A letter of permission from the majority owner
I own no part of this businessYou’ll need to provide:
  • Your photo ID (driver's licence, passport, or certified photo)
  • One of the owners' (either sole, majority or 50/50 owner's) photo ID (driver's licence, passport, or certified photo)
  • A permission Letter from the majority owner or if no majority owner, permission letter with all appropriate owner signatures

Note: You’ll need to provide the documents for your ownership type and one of these (the owner/leadership must be in the document by name and title):

  • Certificate of incorporation
  • Certificate of limited liability partnership
Who owns the business?Documents required
I'm the majority ownerYou’ll need to provide:
  • Your photo ID (driver's licence, passport, or certified photo).
I'm a 50/50 ownerYou’ll need to provide:
  • Your photo ID (driver's licence, passport, or certified photo)
  • Your business partner's photo ID (driver's licence, passport, or certified photo)
  • A letter of permission from your business partner
I'm a minority ownerYou’ll need to provide:
  • Your photo ID (driver's licence, passport, or certified photo)
  • The majority owner's photo ID (driver's licence, passport, or certified photo)
  • A letter of permission from the majority owner
I own no part of this businessYou’ll need to provide:
  • Your photo ID (driver's licence, passport, or certified photo)
  • One of the owners' (either sole, majority or 50/50 owner's) photo ID (driver's licence, passport, or certified photo)
  • A permission letter from the majority owner or if no majority owner, permission letter with all appropriate owner signatures

Note: You’ll need to provide the documents for your ownership type and one of these (the owner/leadership must be in the document by name and title):

  • Partnership agreement
Who owns the business?Documents required
I'm the sole owner or the majority ownerYou’ll need to provide:
  • Your photo ID (driver's licence, passport, or certified photo)
I'm a 50/50 ownerYou’ll need to provide:
  • Your photo ID (driver's licence, passport, or certified photo)
  • Your business partner's photo ID (driver's licence, passport, or certified photo)
  • A letter of permission from your business partner
I'm a minority ownerYou’ll need to provide:
  • Your photo ID (driver's licence, passport, or certified photo)
  • The majority owner's photo ID (driver's licence, passport, or certified photo)
  • A letter of permission from the majority owner
I own no part of this businessYou’ll need to provide:
  • Your photo ID (driver's licence, passport, or certified photo)
  • The owner's (or majority owner's) photo ID (driver's licence, passport, or certified photo)
  • A letter of permission from the owner (or majority owner)

Note: You’ll need to provide the documents for your ownership type and one of these (the owner/leadership must be in the document by name and title):

  • Articles of charity incorporation or limited charitable company articles, or unincorporated association agreement or Trust Agreement
  • 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 president or director of the non-profit?Documents required
YesYou’ll need to provide:
  • Your photo ID (driver's licence, passport, or certified photo)
NoYou’ll need to provide:
  • Your photo ID (driver's licence, passport, or certified photo)
  • A photo ID of the non-profit’s president or director (driver's licence, passport, or certified photo)
  • A signed permission letter from the non-profit’s president or director
Are you the person in charge of what goes into this QuickBooks account?Documents required
YesYou’ll need to provide:
  • Your photo ID (driver's licence, passport, or certified photo)
NoYou’ll need to provide:
  • Your photo ID (driver's licence, passport, or certified photo)
  • A photo of the person in charge of what is going into this QuickBooks account (driver's licence, passport, or certified photo)
  • A signed permission letter of the person in charge of what is going into this QuickBooks account (driver's licence, passport, or certified photo)

Note: If the primary admin or contact was the owner and is deceased, then you’ll need to provide the same documents as above, plus a certified copy of a death certificate. You’ll also need to provide one of the following business documents:

  • Proof of Transfer of Ownership
  • Power of Attorney or confirmation of executor of a Will

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:
  • 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 and legible, and shouldn't show any sensitive information, 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 aren't applicable.

Ready to send your request? Complete the form below

Important: Make sure to update your browser to the latest version to view the widget successfully.

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 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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