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JEDeck
Level 2

Primary Admin/Contact

Hello,

I’ve requested a change to our primary admin/contact at least four times, and have received confirmation that the change was made. However, when I contacted support today, they refused to assist me and insisted on speaking only with the primary admin.

  1. I am the primary admin.
  2. Why is it necessary to speak with the primary admin to resolve an issue that’s system-related? I have never had to disclose confidential information in the past, and most fixes are simply downloaded.
  3. Is it standard procedure for the customer support chat to ask if they've resolved the issue and then end the conversation immediately without giving me a chance to respond?

I would appreciate clarification on these points.

Thank you,

7 Comments 7
ZackE
Moderator

Primary Admin/Contact

Thanks for reaching out to the Community, JEDeck. I appreciate your detailed information.

 

After submitting a request, Intuit will review the case as soon as possible. Once our review is complete, you'll receive an notification email with the status of your request. This email will come from no_response@intuit.com.

 

If the request was approved, Intuit will inform you that the primary admin and/or contact roles have been transferred to you. Just sign in with your email address you provided the next time you use QuickBooks.

 

In the event Intuit's unable to approve your request, you'll be informed of why and what steps you can take moving forward. For example, you'll receive communication if a specific document is missing, illegible, or doesn't meet the criteria for approval. You'll need to fill out the form again and upload all of our required documents for your security.

 

A tip I can give when submitting documents is to be sure you're sending Intuit a clear and legible copy of each document. You can confirm each required document and step in the process by reviewing our Request to be the primary admin or contact article.

 

I'll be here to help if there's any additional questions. Have an awesome Wednesday!

Chrea
Level 6

Primary Admin/Contact

@JEDeck 

Can you login to CAMPS as the Primary Contact and find your license code there?

https://camps.intuit.com

 

JEDeck
Level 2

Primary Admin/Contact

Hi ZackE

Thank you for your response. I understand the process of becoming the primary admin, as I have already gone through it for both of our company accounts (one for the US and the other for Canada in QuickBooks). I believe the issue lies in the fact that when I submit the request, it seems to be directed to the wrong account due to the similar names—one ends in “Inc.” and the other in “LLC.” As a result, no action is taken, even though I have the appropriate authorization.

This has been quite frustrating, especially since the agent I spoke with refused to assist me with the technical issue, citing that I didn’t have the necessary access. It was critical that this issue be resolved, as our tax return was due today. I would greatly appreciate your help in ensuring this matter is addressed promptly. 

Thank you, 

Jessica

SashaMC
Moderator

Primary Admin/Contact

Thank you for sharing that information! I'm just curious if you went to the route Chrea mentioned, where you can log into CAMPS and make the changes there for both companies with you being the primary admin, so for verification purposes with our Support Team, you will be in the clear in the future. Here is how to do so:

 

  1. Open a browser and sign in to your Intuit Account (CAMPs).
  2. Scroll down to the Primary Contact section and select Change.
  3. Select the new primary contact from the list on the account.
    Note: If the user isn't listed, the admin should invite or add the user. The user should accept the invite to change the primary contact on the account.
  4. Select Save and Close.

 

Please let me know if you were able to see those changes. Looking forward to your response, JEDeck.

JEDeck
Level 2

Primary Admin/Contact

Hello, I tried signing in but got the following message "Hmm… we found your Intuit account, but we couldn’t find any linked QuickBooks products or services."

Thanks,

Jessica

 

KiazzymaeC
QuickBooks Team

Primary Admin/Contact

Thank you for always getting back to the Community, @JEDeck.

 

Since, you cannot successfully log in to your account, you can look into resolving the issue by following the steps outlined in this article: Recover your Intuit Account if you can’t sign in. If the issue persists, I recommend contacting our customer support team again.

Unfortunately, we are unable to access private account details here in the Community for security reasons, as it is a public forum. I understand that you have already reached out, but reconnecting with them will allow for a review of your prior case and an update on your account status. Our customer support team is equipped with the necessary tools to securely investigate and address your account issues.

 

Additionally, here is an article that may assist you in updating or changing your Intuit account information.

 

If you continue to experience difficulty accessing your account, feel free to reply to this post. We're here to assist you!

Chrea
Level 6

Primary Admin/Contact

@JEDeck 

Which QB Desktop year version do you have?

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