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2 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
Level 14
January 8, 2022

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

C
christinelouise1Author
January 8, 2022

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.

S
ShiellaGraceA
Level 9
January 8, 2022

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.

M
Mich_S
Level 5
January 8, 2022

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!

C
christinelouise1Author
January 8, 2022

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

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