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claire-lovelylit
Level 1

My bookkeeper has not been working for me since January but still has access to my account. I have asked her to transfer ownership but she hasn't. Do I need a new account

I need to remove her as the primary admin.
2 Comments 2
Jelayca V
QuickBooks Team

My bookkeeper has not been working for me since January but still has access to my account. I have asked her to transfer ownership but she hasn't. Do I need a new account

Thanks for reaching out to the Community,@claire-lovelylit.

 

You don't need to create a new account in QuickBooks Online (QBO). Instead, you can request and submit to change the master right's access to your account. 

 

Here are the steps to follow:

 

  1. Gather documents for your request. To protect your account and data, you need to provide documentation to verify that you have rightful ownership or access privileges for the account. The business type and ownership determine which documents you need to verify and assign a new primary admin or contact.
     
  2. Complete the form. You'll need to sign in with your email to view the form. If you don't see a form at the bottom of step three, sign in to your Intuit Account to access QuickBooks. If you don't have an Intuit Account, create one.
     
  3. Submit your request. Once you've completed the form, submit your request. QuickBooks will review your case as soon as possible. Once the review is complete, you’ll receive an update via email with the status of your request.

 

Furthermore, you can refer to this article for the complete details and information about requesting to be the primary admin or contact in your QuickBooks account: Request to be the primary admin or contact

 

You may also visit this article if you want to learn how to change the primary admin user in your account: Change the primary admin user in QuickBooks Online

 

Please reach out to us if you need further assistance with managing users in QBO. The Community is always available for you. Have a great day ahead. 

4Gal
Level 11

My bookkeeper has not been working for me since January but still has access to my account. I have asked her to transfer ownership but she hasn't. Do I need a new account

@claire-lovelylit 

As long as your bookkeeper refuses to transfer the Primary Admin role but keeps your account active, there is no way out. Can you still access your account as a Company Admin? You can purchase a third-party service to secure and migrate your data to a new QBO account as a workaround.

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