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Level 1

How can I get full access to my QB Online file when the CPA does not want to give it to me?

My CPA does not want to relinquish the admin
2 Comments
QuickBooks Team

How can I get full access to my QB Online file when the CPA does not want to give it to me?

Hi there, @aimie_kris.

 

Welcome to the Community page. 

 

I can see the need of being able to transfer the admin access to your end. I'm here to take care of your concern today and guide you to the right support that can help you further with the process.

 

At this time, I would recommend reaching out to our QuickBooks Support Team so they assist you with your master admin claim. They have the extra tool to pull up your account securely.

 

Here's how to reach out to them:

 

  1. Sign in to your QuickBooks account.
  2. Click the (?) Help icon.
  3. Choose the Talk to a human option (then type it again when prompted).
  4. When asked by the bot, type in a short description 
  5. Select I still need a human.
  6. Proceed with Contact us.
  7. Click Let’s talk then choose either Get a call or Start messaging

To learn more about changing QuickBooks Online admin user, you can check out these articles:

 

Also, here's an article you can read more about managing other users in QBO.

 

If you have other questions for us, please click the Reply button below. I'll be right here to provide additional assistance whenever you need it. Keep safe!

Level 15

How can I get full access to my QB Online file when the CPA does not want to give it to me?

@aimie_kris 

If you still have any access as Company Admin, you may have 2 options to claim your data with an extra effort/cost.

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