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Level 1

Master Admin Claim

 
6 Comments
Community Champion

Master Admin Claim

Can you provide details of the situation?

 

QuickBooks Team

Master Admin Claim

Hello, @root94.

 

Allow me to share some info about the Master Admin claim in QuickBooks Online (QBO). If you're going to transfer the master admin role to an existing QBO user, you may follow the steps below:

 

  1. Go to Settings and select Manage Users. Make sure you sign in with the master admin accountmasteradmin1.JPG
  2. In the User Type column choose the user you want to be the master admin, select Edit to transfer the role to them.
  3. Click the small arrow in the Action column to the right of the user. Then, choose Make master adminmaster admin.JPG
  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, tap Make master admin to confirm that you want to make the change.
  6. Go to Settings and tick Sign Out to sign out as the current master admin.
  7. When the user gets the invitation email, ask them to click the link and accept the invitation.

 

If you want to transfer the role to a new user, you may see this article for the detailed steps: Change your QuickBooks Online master admin user.


Also, here's a helpful article that you can open to know more about managing users in your QBO account: User types and user permissions.

 

Please let me know if there's anything else I can do for you about the master admin claim in QuickBooks. I've got your back and am always willing to help. Take care always.

Level 1

Master Admin Claim

How do I make a claim to change master admin?  Is there a form to fill out?

Level 15
Level 1

Master Admin Claim

The Master Admin listed on my account Sean Lyles was released from the company in March of 2019. I need to get the Master Admin changed to me "Gwyn R Picerne" as I am the owner of the company and I need to access account for tax purposes. 

I did dissolve the Sterling Trade Services LLC in June of 2019.

Thank you,

Gwyn Picerne

407-257-6468

QuickBooks Team

Master Admin Claim

Hi there, gpicerne,

 

You can follow the link provided by  @Fiat Lux - ASIA in this to process your master admin request.

 

Or you have the option to contact our QuickBooks Online Support Team. They can help process the claim for you in a secure environment. Here's how to get in touch with them:

 

  1. Sign in to your QuickBooks Online company.
  2. Go to Help (?).
  3. Select Contact Us.
  4. Enter your concern, then select Let's talk.
  5. Choose a way to connect with us:
    • Start a chat with a support expert.
    • Get a callback from the next available expert.

Let me know how the contact goes by leaving a comment below. I'm always right here to help ensure you're able to change the master admin of your account.

Need to get in touch?

Contact us