Changing Primary Admin

You need to change the Admin access for the company file, not the Primary Contact for your CAMPS, correct?

I can see the urgency of transferring the primary admin role to a different user to manage your QuickBooks Desktop company, @Samanthascarlsoncpasnet.

Please know that you can only have one primary admin per company file. However, you can add a secondary admin should there be a need to. 

Here's how to add a QuickBooks user:

1.  Sign in as the admin user of the company file, then select Users from the Company menu.
2. Select Set Up Users and Roles, then enter the admin password, then select OK.
3. Click the User List tab, then select New.
4. Enter a username and an optional password.
5. Select the user’s roles in the Available Roles section, then select Add, and then, OK.

After that, you can now transfer the primary admin role to another user. You'll need to sign in to Intuit Account User Management from a web browser or, in QuickBooks Desktop, then follow the steps below:

1. Go to the Company menu, then go to Users and select Intuit Account User Management.
2. Pick the company file you’d like to transfer, then click Continue. You can also check out this link for more insights: Set up and use Intuit account user management article)
3. From the Users tab, pick the current primary admin, then select Change primary admin from the Action column.
4. Click the dropdown and choose which user to transfer the primary admin role to.
5. Select the checkbox to verify you’ll become a secondary admin, then select Verify. 
6. Sign in using your Intuit account info. 
7. Confirm the invite by selecting OK.

Once done, have your new primary admin check their email and look for the invite and accept it. See this article for additional insights about the whole process of transferring the primary admin role in QuickBooks Desktop.

Update me here or let me know if you still have questions about updating your primary admin. I'm always here to assist. 

Unfortunately, we don't have the current admins Intuit Password to be able to sign in that way and do it. We have the QuickBooks file password, but not the current admin's intuit password. 

Thanks for getting back in this thread, @Samanthascarlsoncpasnet.

QuickBooks Desktop (QBDT) provides a simple way to transfer the primary admin to one of your current clients if the primary admin or contact is unavailable to give you the position. To do so, we may require documentation to verify that you have ownership of or access to the account.

You can submit a request to our account protection team even if they aren't available or need help to adjust themselves. Here's an article you can follow for the detailed steps to prepare and submit the request: Request to be the primary admin or contact.

Your case will be reviewed as soon as possible. You will receive an update via email with the status of this request when we complete our review. After sending the request, please get in touch with our Customer Care Team and provide the case number. We'll need some additional info from your company file.

I'm adding these articles for more information about this process and for additional reference about setting up users and restrictions:

• Transfer the primary admin role in QuickBooks Desktop
• QuickBooks Desktop Users and Restrictions

Stay in touch with me if you need anything else about changing the primary contact on your QBDT. Just leave a comment below, and I'll get back to you. Have a good one!

I'm having a maybe similar problem.  I am signed in as Primary admin, the instructions updated 30 days ago here (Change the primary admin user in QuickBooks Online (intuit.com)) say

"5.In the User Type column, make sure they are listed as Admin. If they’re not, select Edit to change their role to admin."

There is not a "User Type Column", please update.

Jim 

I want to ensure you can manage users on your account seamlessly, @Get r done.

The thread that you replied to is for QuickBooks Desktop. If you performed the steps using your QuickBooks Desktop company, you wouldn't be able to see the User Type column since the steps from your reference article only apply to QuickBooks Online.

See the following snapshot to know where the column should appear from the Manage User page on QBO:

In your case, you're likely experiencing a browser-related issue, the reason why the desired column doesn't reflect even after logging in as Primary Admin. I recommend performing some basic troubleshooting procedures to isolate this. Start by logging in using a private window. Here are the shortcut keys to open it:

• Google Chrome: Press CTRL + Shift + N.
• Safari: Press Command + Shift + N.
• Mozilla Firefox: Press CTRL + Shift + P.

If this works, then you'll need to clear your regular browser cache to avoid unusual browser behavior.

If not, use another supported browser for the best experience when using QBO.

See these for more details when handling user profiles:

• Add and manage users in QuickBooks Online
• User roles and access rights in QuickBooks Online

I'll also attach this useful guide about managing your account: QuickBooks Online Account Management.

Please let us know if this works or if you need more help with managing users. We'll make sure to respond as soon as we can. Take the best care!

Thanks for the reply Mich, i was in QBO, User Type was not there.  I spoke with Ida and she was very helpful but we were not able to make the change.

Best,

Get r done

We appreciate your efforts and updates about this, @Get r done. Let me direct you to the proper support who can help you further.

I understand how precious your time is. Based on your scenario, it'd be best to contact our Customer Support again so they can open a ticket and further investigate the issue. Here's how to reach support:

Kindly note the support hours to ensure experts are available for assistance.

1. Log in to your QuickBooks Online company.
2. Click on Help (?).
3. Choose either tab to get started:

• Assistant: Get fast repsonses. Choose a suggested question or enter your concern. If you need more assistance, hit Talk to a human.
• Search: Browse the QBO KB directly, or click on Contact Us and select a way to connect with us:
  • Start a chat 
  • Get a callback 

Here's an extra guide to find out more about the maximum number of things, like accounts or users, you can have at one time in QuickBooks: Learn about usage limits in QuickBooks Online.

Keep in touch if you have other questions about handling users or QuickBooks. I'm always around and ready to back you and your business. Keep safe.