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Intuit
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How to transfer the role of Master Administrator for a QuickBooks Online Accountant firm

Learn how to transfer the Master Administrator role for your firm.

What you need to know before getting started

  • To transfer the Master Administrator role, you must be logged into QuickBooks Online Accountant as the Master Administrator.
  • The Master Administrator role can only be transferred to users with Full access. To edit a user's access, check out Manage users or firm employees in QuickBooks Online Accountant.
  • Non-Lead Accountants won't see the option to transfer the Master Administrator role. The Lead Accountant is the only one who can transfer the Master Administrator role.
  • The payment method for Wholesale Billing doesn't change when changing the Master Administrator. This must be done manually.

How to transfer the role of Master Administrator

To transfer the role of Master Administrator, follow these steps:

  1. From the left menu, select Team under the Your Practice section.
  2. Select the user that reads Master Admin in the Access column.
  3. In the Edit user screen, select the Firm Administration and Books tab.
  4. Select Transfer Master Admin.
  5. From the user selection drop-down, select the user to which you wish to transfer the Master Administrator role.
  6. Select Send invitation. (Note: This will send an email invitation to the desired user to accept. Once accepted, the role of Master Administrator will be transferred. This will leave the original user with a Full Access role.)

How to transfer the role of Master Administrator to your client

If your client works with QuickBooks Online most of the time, you may want to transfer Master Administrator rights to them. To transfer the role of Master Administrator to your client, proceed with the following steps:

  1. From the left menu, select Team under the Your Practice section.
  2. Select the user that reads Master Admin in the Access column.
  3. In the Edit user screen, select the Firm Administration and Books tab.
  4. From the QuickBooks Master Admin dropdown, select My client is the Master Admin.
  5. Under Client email, enter the client's email address.
  6. Select Save.

You have now transferred the role of Master Administrator.

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