How do I change primary admin?

Who is your Primary Admin now? Your external accountant or former employee?  

Thanks for visiting the Community, @christinelouise1.

I'm here to ensure you're able to change the primary admin on your QuickBooks Online company.

You must be the current primary admin on the account in order for you to transfer the role to someone. If the person you're adding isn't a QuickBooks user yet, you'll have to add them as a new user. After that, you can already transfer the primary admin role to them.

I'll show you how:

1. Log in to QBO as the primary admin. If you can’t log in, you can recover your user ID or password.
2. Click on Settings ⚙.
3. Choose Manage users.
4. Search for the user you want to make the primary admin.
5. From the Role column, ensure they are listed as Admin. If they’re not, click on Edit to change their role to admin.
6. Choose the small arrow ▼ in the Action section. Then, hit Make primary admin.
7. For security, we send a verification code to the phone number or email on file for your account. Once you receive the verification code, type it in and choose Continue.
8. Click on Make primary admin again to confirm the change.
9. Logout of QuickBooks.

The user should get the invitation email from us. Once received, ask them to click the link and accept the invitation to be the primary admin.

On the other hand, if the primary admin is no longer part of the company, you can request to be the primary admin.

See this for more information about handling roles and permission in QBO: User roles and access rights in QuickBooks Online.

Just hit the Reply button if you have other questions about managing users or QuickBooks in general. We're always here to help. Have a great weekend!

I don’t have an arrow next to the Action column so I can’t change it… any other suggestions?

It’s me- I am employee but changing it to someone else, so I am logging in as primary, but i don’t have an arrow next to the action column so I can’t change it.

Thanks for getting back to us, @christinelouise1.

I'll help share the steps on how you can transfer the Primary Admin role. Let's perform the browser troubleshooting steps to resolve this unexpected behavior. Open your account using the incognito mode or a private browser. This browsing doesn’t store data and will help the page load without issues from temporary data.

Here's how:

• Press Ctrl + Shift + N (Google Chrome).
• Press Ctrl + Shift + P (Mozilla Firefox).
• Press Command + Shift + N (Safari).

After that, follow the above steps to transfer the Admin role. If you're able to transfer, you can clear the cache of your regular browser to start on a clean slate. This process helps the browser to fetch the latest version of the webpage and a faster browsing experience.

If you're still getting the same result, please contact our Customer Care Support so we can assist you further. Here's how to reach out:

1. Go to Help.
2. Select Contact Us.
3. Enter a brief description of the issue, then tap Continue.
4. Click either Chat or Callback.

You can also refer to this guide on how to request to be Admin: Request to be the primary admin or contact.

Additionally, here's a link that'll help you in managing your account: Your QuickBooks account.

If you have additional questions or concerns with account roles, please let me know. I'm always here to help. Take care and have a great day ahead.

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@tonywoojin wrote:

I have tried for months and at least 6 times to have my old accountant removed as Primary Admin from our QBO account.

 

@tonywoojin 

Has your former accountant refused to transfer the Primary Admin role to you?

Hey there, @tonywoojin.

Thanks for reaching out to us and letting us know you have posted your concern on our FB page.

We encourage you to work with the FB agent currently working on your case. Then, check for any emails from QuickBooks that may indicate a need for more information or documents. You may also check out this article to find out what you need to provide: Request to be the Primary Admin or Contact.

Thanks again for letting us know. Visit us again in the Community if you run into any other issues. We'll do all we can to help.

Hello, I went back to the self-service form to change the Primary Admin and I see the workflow and form has been updated sometime in the past few weeks. It now has the option to select minority owner of LLC, as well as other validation steps. I just submitted my documents again, hoping that the front end changes were accompanied by back end logic to successfully process my request this time. 

While happy to see this issue is being addressed, I never heard of an update until I randomly tried to access the form again. Some of the questions on this and related threads have been open for years, so I hope you contact those customers to let them know about this update. It's quite exasperating otherwise.

Here is the link to the new form for anyone else: https://quickbooks.intuit.com/learn-support/en-us/help-article/primary-administrator/request-primary...

former employee

Hi there, @Susan999. I'm happy to be of assistance.
 

Beforehand, I'd like to know more details about the things you want to know about former employees in QuickBooks Online (QBO). This way, I can provide accurate information and resolution for your concern.
 

I'll be waiting for your reply. Keep safe and healthy!

I’m own the Quickbooks account but I recently went through a separation and me former partner is the primary/ only admin on my account. How do I make myself primary admin. I accidentally deleted myself as company admin. I’m just learning qb. 
Thanks for your time

Welcome back to the QuickBooks Community, 2Geekwannabe. I'll ensure you can make yourself a primary admin in QuickBooks Online.

Once the primary admin or contact is unavailable to transfer the role to you, I suggest requesting to be the primary admin to our account protection team. To do this, you have to gather documents for your request to confirm that you have rightful ownership or access privileges for the account. You may open this article to see extra details and instructions to be performed so can successfully transfer the role: Request to be the primary admin or contact.

Lastly, I'm adding this article if you need help in managing users in QBO to handle their roles and limit their access to specific tasks: Add and manage users in QuickBooks Online.

Feel free to post a reply below if you have any other questions about transferring a role in QBO. I'm always here to help, 2Geekwannabe. Have a great day ahead.