How do I change User Type Standard User to Admin?

Changing the user type in QuickBooks is a breeze, @mike288.

I know the steps needed to achieve this and get you going.

First, please ensure to log in as the Master or Company Admi in your QuickBooks Online account. This way, you can change the user role from Standard User to Admin.

When you're all set, here's how to get started:

1. Click the Gear icon, and then choose Manage Users under Your Company.
2. Go to the Action column, and then select the Edit link.
   
3. Choose Admin from the User type drop-down.
4. Click Save to confirm.
   

For more information, please check out this article: Add and manage users in QuickBooks Online.

In case you need to change the master admin of your account, you can refer to this article on how to accomplish this: Transfer master admin user QuickBooks Online.

Feel free to stay in touch with me if you have more questions about handling your users in QuickBooks. I'd be happy to lend you a hand.

So, yes, I read the How To's, but Unfortunately my screen did not offer me those options.

First of all, I am working on QBO on a Mac, v. 4.2.1-79

I am the Master Administrator.

I also have an Administrator.

         With the Admin -> Action -> Edit -> choices: View user activity / Delete / Make master admin

But with the Std User -> Action -> Edit -> choices: View user activity / Delete  NOTHING ELSE (see Screenshot)

I don't actually need to make my Std User an Admin.  I read that a Std User can have All Access, but I cannot tell how to tell WHAT KIND of Std User my Std User is??

And actually the real problem is, that she told me that she had a problem exporting a 1099 Report and thought perhaps it was an access problem, but perhaps it was some other kind of problem??

The user access can also be the reason why they're unable to export a 1099 report, mike288.

If you've added them as a Standard user but limited to customers, the option to view and export the said report is unavailable on their end. But, if they have access to All, they should be able to export the 1099 report.

Here's how you can review their access rights:

1. Click the Gear icon.
2. Under YOUR COMPANY, select Manage users.
3. Locate the user and then click Edit.
4. You can view their access under Role.

If they have access to all, yet they're still unable to export the report, we can run some steps to isolate the issue.

To start with, let them open QuickBooks in a private window. It is the best place to identify any browser-related issues. You can use these keyboard shortcuts to open one:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P
• Safari: Command + Shift + N

If it works, they can go back to a regular browser and clear the cache. A piled cache can cause any unexpected behavior on the opened pages.

They can also switch to a different browser like Google Chrome, Mozilla Firefox, Safari, or Microsoft Edge.

You can also share these steps on how they can export the 1099 data. Here's how:

1. Click the Reports tab.
2. Enter and select 1099 Transaction Detail Report.
3. Filter the Report period.
4. Click the export button.
5. Select whether to export the data to Excel, PDF, or Google Sheets.

I've also added this reference to know what payments are excluded from 1099 forms: What payments are excluded from a 1099-NEC and 1099-MISC?

I'm just a post-away if there's anything that I can help. Keep safe!

I am the primary admin.  When I attempt to change another user to admin, I get a "Let's make sure you're you" box to confirm my identity.  Once I input that, I'm sent back to the QBO dashboard and nothing has changed.  Sounds like there's some kind of a loop that needs to be fixed.

Can you help?

Thank you,

Dianne

Good evening, @Dash27.

Thanks for following the thread and sharing your concerns. I'm happy to lend a hand with your user issue.

Since it sounds like you're stuck in a loop, I recommend clearing the cache from your browser, as mentioned by my colleague above. Web browsers collect cache to save time when loading repetitive data and images. Over time these files can become outdated and corrupted, causing issues like your identity not confirming correctly. I've included the links for all supported browsers that contain the steps to clear the cache below. 

• Firefox
• Google Chrome
• Safari for Mac
• Safari for iPad and iPhone
• Microsoft Edge

Once you've cleared the cache, please ensure to close the browser and reopen it so the changes can take effect. 

Let me know if you continue to have issues. I'll be here every step of the way. As always, feel free to reach out to the Community at any time. Take care! 

I have cleared my c&c, I've shut down and restarted, but I still get the same request for verification and when I finish verifying I'm sent back to the dashboard and user is still a user and not an admin.

Today is my last day and I'm trying to help out my replacement!

Thanks for updating us with the result of your troubleshooting, @Dash27,

Trying out the recommended steps should help the process go through. However, since the loop isn't resolved, I recommend getting in touch with our Support Team. They can help report this to our engineers who can help with program bugs and other technical concerns.

Please note that our Live Help are available from 6:00 AM to 6:00 PM on weekdays and 6:00 AM til 3:00 PM on Saturdays.

To get a hold of a representative, follow the steps below:

1. Go to the Help menu then choose the Search tab.
2. At the bottom click on Contact us.
   
3. Enter the keyword Account Management and Billing in the What can we help you with? box.
   
4. On the next screen, scroll down to How would you like to connect with us section.
5. Choose Chat with us to initiate a discussion with a live agent.
   
6. Enter you account contact information then press Get a chat.
   
7. When using this option, make sure to enable pop-up windows. The chat box will appear at the bottom right section of your monitor, and an agent will be with you shortly after. See this:

Mention me again in this thread after contacting our Support. I want to make sure you're taken care and I'm here to help you anytime.

I am in a similar situation, but in my case when I try as the primary admin to elevate a standard user to admin, I receive a prompt to verify my identity with a popup box headed "Let's make sure you're you".  The only option it offers is to call with a code.  I do not wish to use a telephone number to verify and don't know why I can't use the same email as I use to log into the account in the first place.  I have just spent an hour on a chat via the "Contact customer support" link on the popup box, and they insist on using pageviewer, which I was unable to make work the last time I had a problem.

Is there no way to work around this issue?  I am really getting tired of everyone demanding my telephone number for identification.

Thanks for joining this thread, mark s.

I can certainly understand how an ability to verify your identity without a phone call could be useful and have submitted a suggestion about it as of today.

You can also submit your own feature requests while signed in.

Here's how:

1. Use the Gear (⚙️) icon, then go to Feedback.
2. Enter your suggestion(s) in the Have feedback? window.
3. If necessary, attach a file with your Camera (📸) icon.
4. Select Next.
   

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

For the time being, you'll need to verify your identity with the available option(s) to finish updating your user's permissions. If you appear to get stuck in a loop like some users have mentioned in this thread, you can use the steps in Adrian_A's post to troubleshoot your web browser.

I've also included a detailed resource about managing users which may come in handy moving forward: Add & manage users

Please don't hesitate to send a reply if there's any additional questions. Have a lovely day!

Thanks, Zack.  Not sure why an email option wouldn't already be there, as it is one of the options when logging in to the account.

And I'll keep in mind  the feature requests procedure, as it seems that you're listening to these.

And I'll also look at the links you include, in case there's a workaround there.

Regards,

MS

Good morning. It looks like I am set up as a Primary user as well as my client.  I do not have a drop down that shows "edit" or "delete" or "change".  My only action item is "view user activity."    How can I change my user type?