Hello there, @kathymalek.

I recognize the importance of having this resolved as soon as possible. Know that this isn't the kind of experience we'd want you to have here in QuickBooks. At the moment, someone from our end will handle your case and reach out to you to know if you have any additional questions.

@kathymalek, let me know how it goes. You can also post in the Community space anytime if you need help performing specific tasks in QuickBooks. It'll always be a pleasure to serve you again. Take care, and have a nice day.

I had someone call me from QuickBooks. I was thinking that she was going to be able to get this fixed. Nope had to resubmit paperwork again. She had no idea what happened to the original documentation, so more time was wasted again today for what should have been a simple process. Really not happy

Finally got to upload the documentation but Quick books would not accept the letter from the Interim Chairman of the Board. Interesting??????

This isn't the impression we want you to have, @kathymalek.

I can see how this takes too much of your time, and the issue remains unresolved.

Rest assured we'll have someone review your cases and reach out to you to assist in getting this taken care of. This way, we can streamline the process and avoid explaining the issue again to the next representative that will assist you.

Keep your line open so our team can contact you regarding the submission documents in adding you to the list of the primary contact.

Additionally, I'm sharing these relevant articles you can utilize to help manage users in QuickBooks Desktop: 

• QuickBooks Desktop Users and Restrictions
• Transfer the primary admin role in QuickBooks Desktop

Keep us posted if you need more assistance uploading the necessary documents for the transfer of primary admin. I'll keep an eye on this thread. Have a great day.

We're also experiencing this problem. Every time the current primary tries to make me the primary, she gets bounced back to her login screen and then gets a message that she doesn't have permissions. I'm the account owner using the camps.intuit.com site, but our desktop company file isn't reading it or something.

It is a nightmare to change the administration person.  I have work for this company for 5 Years and still haven't got my changed.  Each year I think I have and the next year same old crap I'm with you the people don't even work here anymore.  Can't even update the credit card on file without a big headache.  I have sent in paperwork to get it changed and still nothing.  Would love to quit Quickbooks because of this.

TirzahC - our CEO recently set me up as a secondary admin for our Intuit/QB Enterprise account, but it does not seem like I have any changes in my access.  Now I am wondering what the purpose of being a second admin even is.  I was under the impression based on your message that I would be able to add/edit users and do other functions except those specifically reserved for the primary admin.

After being invited, I received the email shown in the attachment.  I then logged into my Intuit account, but that basically showed me nothing other than my account profile information.  Is there some other process I have to do in order to change my role?

Thanks for getting involved with this thread, RWRobbins. I appreciate the screenshot you've attached with your post.

To verify my understanding, since your user profile's been updated to include you as a secondary admin, have you tried adding, editing, or deleting users?

These are the abilities you'll receive once you've been added as a secondary admin. If you aren't sure how to add users, they can be added from your Company menu.

Here's how:

1. In the top menu bar, go to Company, then Users.
2. Click Set Up Users and Roles.
3. Enter your admin password, then hit OK.
4. Access the User List tab.
5. Use your New button.
6. Enter a user name and an optional password.
7. In the Available Roles section, choose their roles, then click Add.
8. Select OK.

You'll also be able to find further details about managing users and their roles in our Create/manage users article.

If you're having issues while trying to add/delete users and make changes to their permissions, please let me know if you're encountering a message of any kind. A screenshot of what you're seeing would also be helpful.

I'll be looking forward to hearing back from you. Have a great day!

Zack, I know how to modify/add users.  But it appears that I do not have access to do so despite being set up as a secondary admin.  I have attached a screen shot of the error message I receive when I click on 'Set Up Users and Roles.'  Thank you.

I appreciate the update, @RWRobbins.

I'll be happy to help you gain access to add and modify users as a secondary admin in QuickBooks Desktop Enterprise (QBDE).

In QBDE, the admin can grant specific roles and restrict access even if you've been assigned as a secondary admin or payroll manager. That said, I suggest reaching out to your primary admin to verify if you have access to manage users. 

Please let your primary admin refer to these steps below:

1. Go to the Company menu and select Users.
2. Click Set Up Users and Roles.
3. Enter the admin password and click OK.
4. In the Role List tab, select the a role and click Edit.
5. In the Area and Activities, you'll be able to customize a role in a more detailed manner. Choose Employee & Payroll if you'd want an access to add or edit users.
6. In the Area Access Level section, choose a specific level.
7. Select OK.

For detailed information about Area and Activities and Area Access Level, please refer to this article: Areas, Activities and Access Levels.

Additionally, if you'll encounter issues with login and restrictions, you can refer to this article to troubleshoot: QuickBooks Desktop Users and Restrictions.

Please don't hesitate to return to this thread if you've got additional questions about your secondary admin access in QBDE. I'll be more than happy to answer them. Take care!

JaeAnn, that option does not seem to be available for us.  When we go to the Roles permissions screen and select Employees & Payroll, there is no option to add or edit users, as shown below.

Just as a side note, it seems like setting up QB users would be a completely different process from setting up employees.  I can set up new employees with no problem, but that does not make them QB users.  What I can't do, though, is invite a new employee to be able to use the Intuit Workforce portal.

Thanks for getting back to us and sharing detailed information about your concern, @RWRobbins.

As a secondary admin, you can add/delete users, edit user roles, and assign secondary admin roles to users. Since you don't have those options, let's make sure that you update your QuickBooks to the latest release so you have the latest features and product improvements. For more information see this article: Update QuickBooks Desktop to the latest release.

Also, we can isolate this concern for possible damage by running the verify and rebuild tool. This is a built-in tool that auto-detects and self-resolves any minor company file data issues. 

To Verify Data:

1. Go to the File menu.
2. Choose Utilities.
3. Select Verify Data.

If the Verify data detects an issue, you can Rebuild your file. Let me guide you how:

To Rebuild Data:

1. Click the File menu.
2. Go to Utilities and select Rebuild Data.
3. Hit OK to back up your company file.
4. Wait until the Rebuild is complete.

For more info about the process, please check out this article: Verify and Rebuild data in QBDT.

If you have users who only need access to connected services like Workforce, you can invite them to create an Intuit account. 

Here's how:

1. Go to the Company menu, then select Users. 
2. Select Intuit Account User Management.
3. From the Users tab, select Add user.
4. Enter the user’s email, select a role from Available roles, then select Add.
5. Select Add user.
6. Select OK.

Have them check their email and select Accept Invite. Then, let them sign in with their email or user ID. You may visit this article for reference: Create and manage users and roles in QuickBooks Desktop Enterprise.

I'm adding these articles as guide about assigning roles and grant or limit access in QuickBooks:

• QuickBooks Desktop Users and Restrictions
• Areas, Activities and Access Levels

You can always get back to me if you have any other concerns in QBDT. I'll be around to help you anytime. Have a good day!

Ridiculous! I've been changed to the primary in camps.intuit,com but this has never transferred over to our Quickbooks file. Why not?

Hi there, @NoradBB.

I understand that this shouldn't be complicated as you’ve successfully changed into primary admin. I may haven't personally experienced what you've gone through, but know that you have the right to be heard and I'm here listening to you. Rest assured that I’ll help in pointing you to the right support so we can address this user and role issue.

There's an in-progress report about Access Denied when the primary of realm tries to transfer primary ownership of the file to another user. It’d be best if you reach out to our Customer Support Team. This way, you’ll be added to the list of the affected users to receive updates and learn when a solution is available.

Here’s how:

1. Within your QuickBooks Company file, select QuickBooks Desktop Help from the Help menu. 
2. You can also press F1 on your keyboard to bring up the same Help panel. 
3.  Give a brief description of your issue.
4. Click Continue.

You can check out this guide to learn more about the differences between the roles: Transfer the primary admin role in QuickBooks Desktop. This will walk you through the process of transferring the role and changing the email address associated with your Intuit account.

Feel free to read these resources about setting up roles along with their access limitations:

• QuickBooks Desktop Users and Restrictions
• Areas, Activities and Access Levels

If you have any other questions or need anything else in QuickBooks, let me know in the comment below. I'll be more than happy to help you in any ways I can. 

Thanks but I've already gone through the processes, sent in the forms, contacted sujpport and have a case #, a person's name and email. It's been a month and nothing has happened. This has been an issue for years. I can't believe that QBs customers haven't already done a mass exodus over this issue. Every position I've had for the last 10 years, this is an issue. It's pretty ridiculous.

I hear you, @NoradBB.

I would also agree your experience with the delivery of communication lacks quality given how you manage to simplify the goal you wish to accomplish in this interaction.

However, I still recommend contacting our Customer Care Support. Having the tools to pull your account information, one of our specialists can work with you to ensure you can change the primary admin user. You can do so by following the steps below:

1. Go to Help.
2. Select QuickBooks Desktop Help.
3. Click Contact Us.
4. Enter a few words describing how you're unable to and have been working with changing the primary admin of the account in the What can we help you with? text area.
5. Select Continue.
6. Click Chat with us to connect with our team online.

I want to include that reaching out to our Customer Care Support is best during business hours from 6 AM - 6 PM PT Mondays-Fridays. Use this article to learn more: Contact QuickBooks Desktop Support.

Please know I'm a post away if you have any other QuickBooks concerns. I wish you continued success in all of your business ventures. Take care!

Not sure why you even bothered to respond with this type of message after I told you I have tried that and have an open case that nobody seems to care about resolving.

@NoradBB 

If the company file is still associated with another Intuit ID, try opening the file and create a backup file. Restore it with a new name and check again.

Not quite sure what you mean or how this would help? Can you elaborate?

I have been trying to upload necessary documents to the Camps portal for several days, and the portal will not allow any uploads. The upload area is in a continuous loading pattern. I have tried from multiple browsers and multiple devices. Without this upload I am unable to move forward with updating the necessary documents to allow for a change of Primary Admin to our Payroll Account due to an old admin stuck in the system from 2004. THIS WILL BE THE 5TH TIME I'VE UPLOADED THESE DOCUMENTS. I have spent NO LESS than THIRTY HOURS on the phone with Quickbooks during 2022 to resolve this issue. We are now at a point where we cannot process direct deposit, and we cannot not update our payroll service to calculate any payroll. HELP!!!!!! Quickbooks, you are failing at your job!!!!!

There is a solution.

Intuit will not willingly change the various primary admins in the accounts. Don't know why, but they won't without a tremendous struggle.

The simple solution is to start a new QuickBooks company. From scratch. Re-enter (or use Transaction Pro) or copy the employees, vendors, customers, etc., into the new QB file. Start the payroll as a new company. Might work, haven't taken this extreme step yet.

Another solution is to move the QB company to QB Online. More expensive, fewer features, harder to work with, but all these problems will go away. 

After 2 1/2 years since our CPA practice was purchased, we are still having these same issues. 

The vault upload only seems to work when you have the QB rep on the phone, get a new access key, and login in while they are on the phone. Then you can hang up and continue to upload docs.

Whatever security protocols they are using, the access key and password sent by email never works.

B S