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Level 1

How can I have the master admin transfer to myself since we let go of old CPA and she hasn’t done so herself?

 
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Moderator

How can I have the master admin transfer to myself since we let go of old CPA and she hasn’t done so herself?

Glad to see you in the Community, @AJ32.

 

There are two options you can choose for this scenario. If you're using Simple Start, please disregard the first option and contact our Online Support instead.

 

The first option would be to reach out to your previous CPA. You can ask him/her to sign in to QuickBooks as the master admin and invite a new user. 

 

Here's how: 

 

  1. Go to Settings ⚙, then select Manage Users.
  2. Select Add user.
  3. Select Company admin as the user type.
  4. Select Next.
  5. Enter the new user's info, then select Save.
  6. Your new user will get an email from quickbooks-email@intuit.com inviting them to your business. They need to select the “Let’s go!” link and sign in.
  7. To complete the process, follow the steps below to choose an existing user as your new master admin.

However, if reaching your CPA isn't possible, you'll need to contact our Online Support as your second option. They can verify your account in a secure environment and assist you further with transferring the master admin role to you. 

 

You can also check this link for more information: Add, delete, or change user access.

 

Let me know if you need anything else. I'm always here to help. Have a good one.

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Level 1

How can I have the master admin transfer to myself since we let go of old CPA and she hasn’t done so herself?

Where can I find the Master Administrator Claim forms online?

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QuickBooks Team

How can I have the master admin transfer to myself since we let go of old CPA and she hasn’t done so herself?

Hi there, @AJ32.

 

Nice to see you here with us in the Community. 

 

You'd need to contact our support team to submit a Master Admin Claim form. Below I've included the steps on how to contact support. 

 

  1. Sign in to your QuickBooks Online company.
  2. Click Help (?) at the top right.
  3. Select Contact Us to connect with a live support agent.

In the meantime, check out: Change your QuickBooks Online master admin user for other options to change your master admin. 

 

Please let me know if there's anything else I could assist you with today. You can always reach out to the Community or me anytime you find you need help. Take care and have a great Monday! 

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