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:
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!
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.
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:
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.
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...
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.