Request to be the primary admin or contact

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

There are instances when the primary admin or contact changes due to several reasons. For your account security, it’s important to update your contact information especially when there’s a transition in your business.

Things you can do as a primary admin or contact

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

Note: For a bank account attached to a payroll account for money movement, the Primary Admin must have the business owner’s info. If a money movement support issue arises, 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 that you’re the rightful owner. This includes access privileges for it.

The business type and ownership determine which documents we need to verify. They also determine the need to assign a new primary admin or contact. This is what you need to provide.

Determine the type of business

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:

• A notarised documentation that reflects the name of the executor of the estate for the deceased owner.
• A photo ID and permission letter from the executor of the estate.
  Important: The letter should authorise the requester to become the primary on the account.

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 to this page and refresh it in your web browser.

Ready to send your request? Complete the form below

Important: Make sure to update your browser to the latest version so you can log in here:

Step 3: Know the 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. Wait 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. Just sign in with the email address you provided 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.

Helpful Links

• User roles and access rights in QuickBooks Online
• Recover your QuickBooks Online account
• Add and manage users in QuickBooks Online
• Transfer clients to your wholesale discount plan in QuickBooks Online