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boestmann
Level 1

Changing the master admin because the master admin is no longer with the company

 
1 Comment
MaulikH
QuickBooks Team

Changing the master admin because the master admin is no longer with the company

Hey there, Boestmann.

 

I'll be delighted to help you change the master admin. Before getting started, please log in as the current master admin. You can invite a new user or choose an existing user. Here's how:

 

Invite a new user.

  1. Go to the Gear Icon ⚙ and choose Manage Users.
  2. Click Add user.
  3. Choose Company admin as the user type.
  4. Click Next.
  5. Add the new user information, and choose Save.
  6. An email will be sent, inviting them. The user would need to select the Let's Go link and sign in.

Choose an existing user.

  1. Go to the Gear Icon ⚙ and select Manage User. If this option is not there, you are not in the master admin account.
  2. In the User Type column, choose Edit ✏ to change the user to an admin.
  3. In the Action column, select the small arrow ▼ to the right of the user then select Make master admin.
  4. For security reasons, a verification code will be sent to the phone number or email on file for the account. Once the code is received, enter it and click Continue.
  5. In the window, select Make master admin to confirm.
  6. Go to the Gear icon ⚙  and click Sign out as the current master admin.

An email will be sent to the user and they need to select the link and accept the invitation.
Once finished, the user will be the master admin for the Quickbook account. I have included this link that goes more in-depth with transferring the master admin and provides information if the current master admin isn't available. Please let me know if you have additional questions. I'll be around. Take care.

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