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lkoudelka
Level 1

I need to change the master admin

 
5 Comments 5
Ashley H
QuickBooks Team

I need to change the master admin

Welcome to the Community, @lkoudelka.

 

I'm here to help you change the Master Admin in your QuickBooks Online account.

 

With QuickBooks Online, you can add different types of users, but there’s always just one master admin who can manage all other users. If you’re using QuickBooks Online Simple Start, then you'll need to contact our Online Support to transfer the Master Admin. First, sign in to QuickBooks Online as the current Master Admin, then follow the steps I've provided below on how to make the transfer with ease:

 

Invite A New User (if the new Master Admin isn't in your account yet):

 

  1. Go to Settings ⚙ and select Manage Users.
  2. Choose Add user.
  3. Pick Company admin as the user type.
  4. Press Next.
  5. Enter the new user's info, then hit Save.
  6. Your new user will get an email from [email address removed] inviting them to your business. They need to select the Let’s go! link and sign in.

Make The Transfer To The New Master Admin:

 

  1. Go to Settings ⚙ and select Manage Users.
  2. In the User Type column, check if the user you want is listed as Admin. If they’re not, select Edit ✏ to change them to an admin.
  3. Select the small arrow ▼ in the Action column to the right of the user then press Make master admin.
  4. For security, we send a verification code to the phone number or email on file for your account. When you receive the verification code, enter it and hit Continue.
  5. In the window, click on Make master admin to confirm that you want to make the change.
  6. Go back to Settings ⚙ and select Sign Out to sign out as the current master admin.
  7. When the user gets the invitation email, ask them to select the link and accept the invitation.

Congratulations! You've completed the process of changing the Master Admin.

 

If you have any additional questions or concerns, please don't hesitate and reach back out to me. I've always got your back. Have a safe weekend.

 

 

 

ahoop
Level 1

I need to change the master admin

I am the master admin on a Quickbooks Online account but have forgotten my admin user ID and password. I can login under my personal user ID/password but cannot make the change to master admin that I need to. Can you help?

JenoP
Moderator

I need to change the master admin

I"ll help with your Master admin login, ahoop.

 

You can use the Intuit Account Recovery tool to remember your User ID and password. Here's how:

 

  1. Go to the QuickBooks Online sign-in page.
  2. Select I forgot my user ID or Password.
  3. Enter your phone number, email address, or user ID, then select Continue.
  4. Follow the onscreen instructions. If you used your email address or user ID to verify your account, you'll receive an email with a password reset link.

Please take note that to reset your password or recover your User ID, you need to have access to the email you used when you signed up for QuickBooks Online. If you no longer have access, you can send us a request to recover your account.

 

Don't hesitate to reach out to reach out to us again if you need anything else. 

carole-farnswort
Level 1

I need to change the master admin

This does not work for me.  When I go to change the current master admin I do not have an option to change them

JonpriL
Moderator

I need to change the master admin

Hello @carole-farnswort,

 

Let me help share a few instances which can be the reason why you're unable to change the Master Admin access and role.

 

To start with, is the account in question billed under your accountant, or have you receive it given by your them? If yes, you can contact your accountant and let them change the master admin of the account on file.

 

If no, you can use this link for guidance in preparing the documents needed to claim the role: Request to be the master admin or primary contact.

 

On top of that, I've also included this reference for a compilation of articles you can use while working with us: Account Management for QuickBooks Online.

 

If there's anything else that I can help you with, please let me know in the comments below. I'll be here to lend a hand.

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