I have a nonprofit client whose admin left the company and they cannot gain access to their QuickBooks. Only read only and they cannot run reports or do anything. They are now delinquent in filings due to lack of financial reports. I called the helpline and some overseas idiot told me basically what I needed (still not clear), but then said he was restricted from giving me the 800 number to call back when I had the information. Is propriety and they do not give out that information. Really? Then I asked him how the F am I going to call them back! He said he was sorry so I hung up on him. If anyone knows how my client can go about replacing the admin and gaining access, that would be helpful.
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:
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:
If you have other questions regarding role transfers and any QuickBooks-related tasks, we'll be around to help you more, @mcbesq.
If Intuit refuses to transfer Primary Admin access, consider purchasing a third-party service to migrate your data to a new QBO account.
Make it easy for customers to pay you, and manage it all in QuickBooks.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here
These cookies are strictly necessary to provide you with the services and features available through our site. Because these cookies are strictly necessary to deliver the site, you cannot refuse them without impacting how the site functions.
These cookies are used to make advertising messages more relevant to you and your interests. They also perform functions like preventing the same ad from continuously reappearing, ensuring that ads are properly displayed, and in some cases selecting advertisements that are based on your interests.