Permission Letter

Welcome to the Community, @malvarezgomez. Each type of business and ownership has a different list of documentation you'll need to submit.

Review the following section under Step 1: Gather documents for your request to find out what you need to provide in this help article: Request to be the primary admin or contact. 

Additionally, here's another article with the steps to guide you in transferring the admin role in QuickBooks Desktop. 

Feel free to get back to this post if you need more help. I'll be delighted to answer your next posts. 

I have reviewed both of these steps before. I am not sure what information I need to include on the permission letter. My original request was denied and they asked me to resend all information with a permission letter. 

Does the permission letter permit the change of primary admin account? 

Hello malvarezgomez!

Thanks for the reply. Allow me to help you in changing the primary admin.

The Permission Letter is required when you want to become the primary admin but you're not the business owner nor the majority owner. This letter must be signed by the owner or majority owner and include the photo ID when you submit it.

If the current primary admin is still part of the company, you don't need to submit any document. Just let them transfer the role to the new primary contact. You can find the detailed steps here: Transfer the primary admin role in QuickBooks Desktop.

Do you need to update some of the business info? Check these links for the steps:

• Update business or contact names on your account

• Update your user ID, phone number, and contact information for Intuit

Leave a comment below if you have other concerns. I'll be here!

Hello Alex, 

Yes, I realize that I need the permission letter to move forward. What do I include in this permission letter ?

I would like to know what information is needed in the permission letter so the request is not rejected again. 

Thank you

Hello, malvarezgomez.

Let me share some insights on how to request changing the primary admin or contact in QuickBooks account. I'll make sure that your request will be successful.

Here's how request to be the primary contact on the account.

Step 1: Gather documents for your request.
         
The list of documents depend on the business type and if you are the account's owner.

You can check this article that provides list of documents in changing the primary admin on the account: 

Request to be the primary admin or contact

Step 2: Sign in.

You need to sign in with your email account to view the form.

Step 3: Complete the form.    

Fill out all the information needed to the form and attach all the document/s.

Step 4: Look for our response and possible next steps.

Your case will be reviewed as soon as possible. Check your email from time to time for the status update of your request. 

I've also included this article that'll will help you update your business information: Update business or contact names on your account.

Let me know if you have additional questions about updating your account information. I'm one post away.  

Hi DebSheenD, 

I have submitted all of the documentation and was denied my request to become a primary admin. Afterwards, they requested to resubmit the request with a permission letter. 

I need to know what information do I need to include in the permission letter or if there is a specific format for this letter? 

Thanks,

Leslie

Thank you Alex, this answers my question.