I would like an existing User to assume Primary Admin status AND assume subscription liability - how is that last bit achieved?

Hi,

Once you assign Primary Admin status to a user, they can update the payment subscription information.

Before proceeding, please keep in mind that only users who are assigned the Company Admin role can be selected to become the new Primary Admin in your QuickBooks account.

Here are the steps to assign Primary admin:

1. Click on the Gear icon at the top right corner.
2. Under the Your Company menu, select Manage Users.
3. Locate the existing user you want to assign as the new admin.
4. In the Action column, click Edit to update their role to Admin.
5. Next, select Actions and choose Make Primary Admin.
6. Confirm your selection by clicking Change Primary Admin.
7. Finally, sign out of QuickBooks to complete the process.

QuickBooks will send an email invitation to the new user. They must accept the role through this email for the transfer to be complete.

After the new primary admin accepts the invitation, they can update the payment subscription with their personal information.

Here's how:

1. Log in to QuickBooks Online.
2. Go to the Gear icon and select Account and Settings.
3. Click on Billing & Subscription.
4. In the Payment Method section, update the payment details with their own credit/debit card or bank account.

Use this article as your guide in understanding user roles and access rights in QuickBooks.

Please respond to this forum if you have additional questions about assigning a primary admin to your user.