accessing your account

hey can submit a request to be the primary admin, @mcbesq. I'll provide the instructions below to facilitate this process and enable your client to gain access to the account successfully.

Given that the previous admin is unreachable and unable to transfer the role to your client, they can still obtain it by submitting a transfer request to our Account Protection team.

Here are the necessary steps to achieve this:

1. Gather the required documents for the request. QuickBooks will collect and verify your account data.
   
   
    
2. To access QuickBooks, sign in to their Intuit Account and complete the form. If they don't have an Intuit Account, they should create one.
3. The request will be under review by the team and waiting for approval.

After the submitted documents have been verified and reviewed, your client will receive an email indicating whether their request has been approved or denied.

Moreover, to ensure they follow the entire process and to determine the required documents depending on their business type, please refer to this article: Request to be the primary admin or contact.

I'm also adding these links for your overview of QuickBooks user roles and access topics:

• Change the primary admin user in QuickBooks Online.
• How to add and manage users in QuickBooks Online.

If you have other questions regarding role transfers and any QuickBooks-related tasks, we'll be around to help you more, @mcbesq.

@mcbesq 

If Intuit refuses to transfer Primary Admin access, consider purchasing a third-party service to migrate your data to a new QBO account.