I'd be glad to provide the step-by-step guide in transferring the ownership of QuickBooks Online (QBO) to the new user, Rosette.
To turn over QuickBooks' ownership from the previous owner to the new company, you'll need to initiate the transfer of the primary admin role to the new user who will be taking over the account.
If you're still in contact with the previous admin, you can assist in transferring the role. Here's how:
- Log in to QBO as the primary admin.
- Click the Gear icon on the upper right corner and select Manage users.
- Look for the user you want to make the primary admin and make sure they are listed as Admin.
- In the Role column, make sure they are listed as Admin. If they’re not, tap Edit to change their role to admin.
- In the Action column, click Edit.
- Under Roles, click the drop-down arrow and choose Primary Admin.
- Click Save changes, then Update info.
- Once saved, log out of QBO.
When the user receives the invitation email, ask them to click the link and accept the invitation to be the primary admin.
On the other hand, if the old primary admin is no longer in the company. You can refer to this article to transfer the admin role to you: Request to be the primary admin or contact.
Additionally, learn more about the different options for user roles and access permissions by visiting this link: User roles and access rights in QuickBooks Online.
We've got your back always if you have additional questions about managing your user's roles in QBO.
