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lee21
Level 1

How can I change our Primary Contact on QB as the employee is no longer with our company?

 
15 Comments
Fiat Lux - ASIA
Level 15

How can I change our Primary Contact on QB as the employee is no longer with our company?

Do you have any access to his/her email address to login CAMPS?

MaryJoyD
QuickBooks Team

How can I change our Primary Contact on QB as the employee is no longer with our company?

Thank you for posting, @lee21.

 

You can go to the Customer Account Management Portal for QuickBooks Desktop or CAMPS to update the primary contact of the account. Follow the steps below:

  1. Go to camps.intuit.com.
  2. Select QuickBooks Desktop and scroll down to the Primary Contact section and select Change.
  3. Choose the new primary contact from the list of contacts on the account.
  4. Click Save and Close.

For detailed information, see this change or update Primary Contact on your QuickBooks Account article.

 

However, if you no longer have access to the primary contact's account, you can update it by reaching out to our Customer Support. You can arrange a callback to talk to them. Follow the steps below:

  1. From your QuickBooks Desktop account, click the Help menu at the top. 
  2. Select QuickBooks Desktop Help. On the Have a Question? window that appears, click the Contact Us button at the bottom part of the page. 
  3. Provide some insight with this concern in the Tell us more about your question box. Then, hit the Search button. 
  4. You'll now be provided a few support options. 
  5. Select Talk to a Specialist to arrange a callback from a support agent. Or Message an Agent to chat with them directly. 

Here's the contact the QuickBooks Desktop Customer Support Team article for more information about this. 

 

Keep me posted if you still have questions about updating your primary contact. I'm always here to assist. 

lee21
Level 1

How can I change our Primary Contact on QB as the employee is no longer with our company?

No we dont have access as we need her to log in. Can support help with this by overriding?

lee21
Level 1

How can I change our Primary Contact on QB as the employee is no longer with our company?

Sorry no access to her email address to login.

MaryLandT
QuickBooks Team

How can I change our Primary Contact on QB as the employee is no longer with our company?

Thanks for getting back to us, lee21.

 

Yes, our QuickBooks Desktop Technical Team can help override this. Just make sure to provide the necessary information needed when accessing the account.

 

We take the privacy and security of your data very seriously. And, we want that only authorized users can access your account.

 

I've added this article, Set up QuickBooks Desktop administrator and password in case you need to add one. It includes detailed steps for your guidance.

 

Don't hesitate to leave a comment below if there's anything else you need.

Fiat Lux - ASIA
Level 15

How can I change our Primary Contact on QB as the employee is no longer with our company?


@lee21 wrote:

Sorry no access to her email address to login.


If her email address to login into CAMPS is using your business email address, you may reset the password. Otherwise, you have to ask Intuit to reset it for you with a certain procedure.

SteveO17
Level 1

How can I change our Primary Contact on QB as the employee is no longer with our company?

The authorized contact email address no longer exists. How do I contact Intuit to override ?

Candice C
QuickBooks Team

How can I change our Primary Contact on QB as the employee is no longer with our company?

Good Evening, @SteveO17

 

It's great to see a new face here in the Community. It only takes a few easy steps to get in touch with our Customer Support Team. Here's how: 

 

  1. Go to the Help menu. 
  2. Pick QuickBooks Desktop Help
  3. Click Contact Us
  4. Type in your question and press Continue
  5. Scroll down and choose to Get a Callback

 

If you're not able to do these steps, please let me know. I want to make sure that you're able to get in touch with our Support Team as soon as possible. Have a great day!

liajohnson
Level 1

How can I change our Primary Contact on QB as the employee is no longer with our company?

I have been trying to download the necessary pdf documents (license & articles of incorporation) on the camps page but it does not allow me to do it.  there is a buffering circle on the area where I am to download which continues to buffer and when I drag documents over to download it does not allow download to happen.

Nick_M
QuickBooks Team

How can I change our Primary Contact on QB as the employee is no longer with our company?

Hi there, liajohnson.

 

Thanks for dropping by the Community this afternoon. I'm happy to help you out today. Below I've got a few troubleshooting steps for you to try to get your software back up and running properly. Follow along below:

 

Run Quick Fix my Program from the QuickBooks Tool Hub:

  • Step 1: Download and install the QuickBooks Tool Hub

The QuickBooks Tool Hub helps fix common errors.  For the best experience, we recommend using Tool Hub on Windows 10, 64-bit.

  1. Close QuickBooks.
  2. We recommend you download the most recent version (1.4.0.0) of the QuickBooks Tool Hub. Save the file somewhere you can easily find it (like your Downloads folder or your Windows desktop). Note: If you've already installed Tool Hub before, you can find out which version you have. Select the Home tab.  The version will be displayed on the bottom right or you can select About to view the version.
  3. Open the file you downloaded (QuickBooksToolHub.exe).
  4. Follow the on-screen steps to install and agree to the terms and conditions.
  5. When the install finishes, double-click the icon on your Windows desktop to open the tool hub.

Note: If you can't find the icon, do a search in Windows for QuickBooks Tool Hub and select the program.

  • Step 2: From the Tool Hub, run the Quick Fix my Program

The Quick Fix will shut down any open background processes QuickBooks uses. It'll run a quick repair on your program.

  1. In the QuickBooks Tool Hub, select Program Problems.
  2. Select Quick Fix my Program.
  3. Start QuickBooks Desktop and open your data file.

You can find these steps as well as additional troubleshooting options such as the QuickBooks Diagnostic tool and more in this article. If you're still having trouble, I would suggest using the steps provided above by my colleague Candice above and try reaching out to our support team. They specialize in individualized assistance in situations just like yours. You can also find the steps to reach them in this article here

 

If there's anything else I can do to help moving forward, please, don't hesitate to post here anytime. Thanks and I hope you have a great weekend. 

dm160681
Level 1

How can I change our Primary Contact on QB as the employee is no longer with our company?

What if there's no primary contact on CAMPs but there is an authorized user. The authorized user wants to become the primary contact. What advice can you give me?

Nick_M
QuickBooks Team

How can I change our Primary Contact on QB as the employee is no longer with our company?

Hey there, dm160681.

 

Thank you for dropping by the Community today, If you're looking for guidance on making your authorized user your primary contact, then look no further. The steps I'm including below will guide you on the process of changing the Primary Contact.

  1. Log in to your Customer Account Portal.
  2. Select Request to become primary contact.
  3. Select the company you'd like to transfer.  Fill in the Reason for request and all required info.
  4. Select Next and review all the info for accuracy.
  5. Attach the requested documentation.
  6. The documentation requirements change on the type of business you select.

We will process your request within 3 business days.

 

Checking the status of a request:

After we review your request, you'll receive an email.  If you're missing any info, we'll provide details so you can resubmit your request. info.  You'll need to resubmit all of your documentation together for us to approve the request. If you have any other questions or need more specific guidance, I would suggest reaching out to our support team. Thank you for your time and I hope you have a lovely day. 

AccountingCRCA
Level 1

How can I change our Primary Contact on QB as the employee is no longer with our company?

I am having this problem too.  Was this ever resolved?

AccountingCRCA
Level 1

How can I change our Primary Contact on QB as the employee is no longer with our company?

Hi Lia,

 

I am having this issue too. Did you ever get this resolved?

BettyJaneB
QuickBooks Team

How can I change our Primary Contact on QB as the employee is no longer with our company?

Thanks for reaching out to the Community, @AccountingCRCA.

 

I'd like to ensure that you'll be able to submit the request for primary contact change successfully in QuickBooks Desktop.

 

The steps shared by my peer Nick_M above will help you fix the issue with downloading the documents. I'd recommend going through the process and see how it goes. After that, you can proceed with sending the request by following the instructions outlined in this thread.

 

You can also check out this link for more details: Learn how to change the primary admin or primary contact for QuickBooks Desktop.

 

On the other hand, if you don't have access to the Customer Account Portal, you can send a request to our account protection team to recover your account.

 

Here are the process that you need to do:

  1. Take a high-quality photo or scan of your driver's license, passport, or other government-issued ID. Or, you can use a notarized document with your name and address.
  2. Fill out the form with your info in the link attached below, and upload your ID or document.
  3. Within one business day, look for an email from no_response@intuit.com with the next steps. If we approve your request, you'll receive a link to reset your password.

Please see this reference for complete details and where to attach your proof of identity: Recover your account when you can't sign in.

 

We'll take care of your request within one business day. Our business hours are Monday through Friday, 8:00 AM to 5:00 PM PT.

 

Once you're back in your account, you can change your email address or other info. For extra security, our general support team doesn't have access to update your info.

 

However, if you need assistance with the process, you can always reach out to our Customer Care Team. They'll be able to check on your account and guide you with the process.

 

To reach our support:

  1. Open QuickBooks.
  2. Go to Help, then select QuickBooks Desktop Help.
  3. Select Contact Us.
  4. Give a brief description of your issue, then select Let's talk and then choose a way to connect.

Get back to me if you have more questions with managing your account or with QuickBooks. I'm always ready to help. Take care!

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