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hari2
Level 1

Change the master admin

 
4 Comments 4
ReymondO
QuickBooks Team

Change the master admin

I'll help you change your change master admin in QuickBooks Online (QBO), @hari2.

 

Here's how:

 

  1. Sign in to QBO as the current master admin.
  2. Click the Gear icon and select Manage Users.
  3. In the User Type column, check if the user you want is listed as Admin. If they’re not, select Edit to change them to an admin.
  4. Click the small arrow in the Action column to the right of the user. Then, select Make master admin.
  5. For security, we send a verification code to the phone number or email on file for your account. When you receive the verification code, enter it and click Continue.
  6. In the window, select Make master admin to confirm that you want to make the change.
  7. Go to back Settings ⚙ and click Sign Out to sign out as the current master admin.
  8. When the user gets the invitation email, ask them to select the link and accept the invitation.

 

You’re all set. The user is now the master admin for your QuickBooks account.

 

In case you need information about the different user types and levels of access in QBO, you can check out this article: User types in QBO.

 

Don't hesitate to tag my name in the comment section below if you have other concerns or questions. I'm always ready to help.

TinaCLC
Level 1

Change the master admin

Our old Bookkeeper is not responsive in our request for her to change the Primary Admin.  How can we get around having her involved?

 

AbegailS_
QuickBooks Team

Change the master admin

Thanks for posting your concern in the Community, @TinaCLC. I'm here  to ensure the correct primary admin is set to your QuickBooks account.

 

QuickBooks Online has an one primary admin who has full access to the software. The primary admin is the person who created the account.

 

You can transfer the role to remove and change the primary admin if you have primary admin access. 


Here's how:

  1. Sign in to QuickBooks Online as the current primary admin.
  2. Go to the Settings menu, then select Manage users.
  3. Find the user you want to make the primary admin.
  4. In the Role column, make sure they are listed as Admin. If they’re not, select Edit to change their role to admin.
  5. Select the small arrow in the Action section. Then, select Make master admin.
  6. For security, we send a verification code to the phone number or email on file for your account. When you receive the verification code, enter it and select Continue.
  7. Select Make master admin again to confirm the change.

After that. sign out of QuickBooks for the changes to take effect.

 

Now, when the user gets the invitation email, inform them to select the link and accept the invitation to be the primary admin.

 

You can read this article as your reference for this process: Learn how to transfer the primary admin user in your account.

 

If the current primary admin is no longer with the company, you can request to be the primary admin by sending a request to our account protection team.  

 

Check out this link for complete information to guide you on how to prepare and submit the request: Learn how to become the primary admin or primary contact for a QuickBooks account.

 

If you need anything else, please reply on this thread again and we'll be around to help you out. Have a good day ahead.

 

 

Fiat Lux - ASIA
Level 15

Change the master admin

@TinaCLC 

Are you still able to access your account as a Company Admin?

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