Changing / adding administrators

In April I took over an account from another accountant who also used quickbooks.  I was given a backup file which I restored on my desktop.  However, I have changed the primary information, but it's still linked to the prior accountant's email.  So when I log in I have to change it but I am still not the default.  How can I fix this?

Let me help you as you wanted to update the primary admin, cmoore63. 

When it comes to transferring the role to a different user, it's best to know that setting the primary file is different from setting the primary admin on the Intuit account registered server/system. Please know that only the primary admin can invite a new user or change the role to the account. 

To update or change it within the registered server/system, also known as CAMPs (Client Application Management Portal), you have to follow these steps:

1. Log in to the CAMPs portal using your login credentials.
2. Click the company file you want to access, then select Continue.
3. Look for the secondary admin you want to make the primary admin, press Edit, and then hit Change Primary admin.
4. Enter the verification code sent to the admin's phone number. Right after that, an email will be sent to the current primary admin and the secondary admin. 
5. When the secondary admin accepts the transfer, they become the primary admin. The original primary admin becomes a secondary admin. 

Please be aware that the primary admin role can only be assigned to secondary admins, and there can only be one primary admin at any given time.

To learn more about this, you can see view this materials. It has a lot of information that can help you when it comes to transferring to other user: 

•  Transfer the primary admin role in QuickBooks Desktop. 
• Change, manage or update your Intuit account with CAMPs.

You may also want to learn how to manage your QuickBooks Desktop subscriptions and services.

You can always reach out to the Community whenever you have some questions in mind. We're always here to help you. Stay safe.

I have rarely felt so incompetent ... trying to read the QB instructions on making some changes to admin's is like a maze with no exit at all.  It seems like we're following instructions, only to discover when we think we are nearly finished that we are on the wrong form or there is an key piece missing ... like where to submit change requests.

I am a new employee at a non-profit, and the former Controller is now the Executive Director. She is, I believe, the Primary Admin on the Intuit Account AND on the QB CAMPS  accounts., Here is what we want to accomplish:

INTUIT ACCOUNT

* Leave her as the Primary Admin on the Intuit Account

* Add me as the Secondary Admin on the Intuit Account

--- Where do we send the forms when completed? Do we mail them someplace? Do we upload them someplace? Since we are not changing the Primary Admin, do we still need a letter from the president or director? It seems to say that the Primary Admin can assign a Secondary Admin. no?

CAMPS ACCOUNT (QBDT)

* We want to change the Primary Admin for QBDT from her to me.

--- What form is used and where do we send it? Mail or Email or Upload?

QB Enhanced Payroll

*  We want to change the Primary Admin from her to me.

--- What form is used? Where do we send it? Mail or Email or Upload?

?? Do these changes have to be made in any particular order, or can the sequence be random?

How can we tell if a person is an "Intuit Account User" or a "Company User"? The role of Intuit Account User is a little confusing ... can an Intuit Account User (not Admin) do things that only a CAMPS Admin could do? Does an Intuit Primary Admin have access to QB Payroll Admin rights or are they two separate and distinct role?

Thanks for coming back here, @Deadwood Al.

I understand how challenging on your end to transfer primary admin roles in QuickBooks Desktop (QBDT). Let me help you clear things up.

In QuickBooks Desktop (QBDT), the Company's primary admin is distinct from the Intuit Account Primary admin.

Company primary admin (Company users) assigned in the  Customer Account Management Portal (CAMPs) and update billing info. These are the roles we can assign to company users: 

• Primary admin: A primary admin can add/delete users, edit user roles, assign users, and update billing profiles. They can also transfer the primary admin role to an authorized user.
• Authorized user: An authorized user can only update their user ID and contact info. They can also contact our experts for help with the account or any technical issues within QuickBooks.

Intuit's primary admin (Intuit users) can transfer the Company's primary admin or the role itself to a new user. Please note that you only transfer this role if you need to change the admin for your Payroll, Payments, or other add-on services.

Here's how to transfer primary Intuit Account admin: 

1. Go to Company, select Users then Intuit Account User Management.
2. Scroll the secondary admin you want to make the primary admin, select Edit, then pick Change Primary admin. If the user isn't listed, you'll need to add them to the account.
3. Enter the verification code sent to the admin's phone number.
4. The admin transfer email is sent to the current primary admin and the secondary admin.
5. When the secondary admin accepts the transfer, they become the primary admin. The original primary admin becomes a secondary admin.

Moreover, only secondary admins can be assigned to the primary admin role. And only one primary admin can exist at any point in time.

To transfer your colleague as the Primary admin in QBDT. You can follow the steps in this article: Transfer the primary admin from QuickBooks Desktop.

If the Primary Admin isn't around or unable to make the change on their own, you can send a request to our account protection team. Feel free to follow these steps:

1. Gather the form. Since you mentioned that you're in a non-profit organization, you'll need to provide the documents for ownership type and one of these (the owner/leadership must be in the document by name and title): Articles of incorporation, Non-profit corporate by-laws, and a board of trustee meeting minutes that shows the chairperson or president by name and who the new Primary Administrator should be.
2. Complete the form by signing in with your email. 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.

For detailed steps and information, you can read this article: Request to be the primary admin or contact.

Never hesitate to return here if you have additional questions about managing your QBDT admin roles. I'll be willing to lend a hand. 

OK, from your response I'm gathering that this will be a multi-step process since the end goal is for me to be the Admin for QBDT and for QB Enhanced Payroll.

For QBDT, sounds like the current Admin can transfer the role to me almost immediately with a log in to her account (NOT the Intuit account!). 

For the change to be Admin on Payroll, it sounds as if we need to get a board resolution before we can proceed, and then the current Admin will need to make me a secondary Admin on Intuit, Unfortunately, I didn't see any instruction on how we would then make me Admin on Enhanced Payroll. I don't get the feeling that as Secondary Admin on Intuit I would automatically become Admin on Enhanced Payroll. So could you please let us know step-by-step how to transfer the Admin rights on Payroll to me?

You also said ....

1. "Gather the form. Since you mentioned that you're in a non-profit organization, you'll need to provide the documents for ownership type and one of these (the owner/leadership must be in the document by name and title): Articles of incorporation, Non-profit corporate by-laws, and a board of trustee meeting minutes that shows the chairperson or president by name and who the new Primary Administrator should be.
2. Complete the form by signing in with your email. 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.

Where is "step three"? There are only 2 steps in your comment. And in step 2, you say "by signing in with your email." Is this signing in to Intuit or QuickBooks or ???? Is step three someplace in this login, or ???   Your #2 comment isn't very clear. Sorry to be so dense, but I really need you to be crystal clear and talk to me like I don't understand, because so far, I don't.

I understand that transferring admin rights on payroll can be challenging, Deadwood. 

I'm here to guide you how to do this step by step. Additionally, I'd provide information regarding the form request, which will be submitted to our account protection team.

If you're using the Desktop Payroll Assisted:

1. Go to Employees, select My Payroll Service, then Billing/Bank Information.
2. In the Company Information section, select the Payroll Admin tab.
3. Select the Edit link.
4. Enter your PIN and select Continue.
5. Follow the on-screen instructions.
6. Select Update. A processing request screen appears until the update is finished.
7. Verify the updated Payroll Admin info and close the window.

For QuickBooks Desktop Payroll Basic, Standard, and Enhanced:

1. Go to Employees, select My Payroll Service, then Account/Billing Information.
2. Sign in using your Intuit Account login. 
3. Go to Payroll Details. Ensure it shows the EIN for the company for whom you want to change payroll admin. 
4. Select Edit next to the Payroll Admin heading.
5. If you've signed up for direct deposit, enter your PIN and select Continue.
6. Change the contact details of the Payroll Admin, such as First name, Last name, Phone number, and Email.
7. Select Update. Wait for confirmation, then choose Close.

Review the updated contact info, then close.

On the other hand, if the primary admin is unavailable to transfer the role to you, you can request to be the primary admin. You can visit this article to send your request: Primary admin form. 

Please know that all the steps are there, and you'll need to complete all the necessary fields in the form.  

See the attached screenshot; this is what the form looks like. 

The third step is the last one, wherein we'll review your request or case as soon as possible. Once the review is complete, you'll receive an email update on your request status from no_response@intuit.com.

Moreover, you can set up payroll schedules in QuickBooks Desktop. This feature streamlines the process and ensures your employees are paid accurately and on time.

I'm still here, ready to back you up if you need further clarification regarding the transfer of the primary admin role. Kindly tap the reply button to submit your response. 

Hi, I need to change administrators since ours left our professional organization. I sent the form in, but I got an email asking for me to send meeting minutes in from our companies BOD meeting. I went to fill out the form again and add the requested document but the document only goes to the LLC button and does not scroll any further down. I have confirmed that the browser in both Google and MS was up to date, I have also logged back in and out of my computer to make sure the widget worked correctly on my computer. 

I need to get this resolved ASAP so that I can renew our subscription. If there is an internal e-mail I can send the requested document to that would be helpful. Thanks! 

Thanks for chiming in the thread, @DLT13. I'm here to help you fill in and submit the requested document successfully.

Since you can't scroll any further down to fill out the form, this could be due to resolution or display settings on your device. With this, I recommend checking your Zoom function settings and reducing the display in your browser. You may refer to the steps below to do so:

In Google Chrome 

1. Click the More  icon at the top right corner.
2. Select the - button to reduce the screen display in the Zoom section.

 In Microsoft Edge

1. Click the Three dots  icon in the upper right-hand corner to access the Settings menu.
2. Select the - button or click Ctrl + Minus key (-) on your keyboard to reduce the screen display in the Zoom section.

In Mozilla Firefox

1. Click the Menu  icon on the right.
2. Select the - button to reduce the screen display in the Zoom section.

Moreover, you can view this article for more information about handling user roles and permissions: Create and manage users and roles in QuickBooks Desktop Enterprise.

Please feel free to ping me if you have further questions about managing your administration requests. I'm always here to help you out. Have a great day and stay safe!

The problem we keep running into when the Exec. Director of our Chamber tries to change the administrator is that Intuit / QuickBooks almost seems as if they don't understand the organizational structure of a Chamber of Commerce. Intuit continues to ask for "an owner" when in a 501 (c) (6) organization, there is no owner. There is a board of directors, but the Chamber is an organization to promote commerce in the area it serves. The former administrator is long gone, and I don't even think we know who was the administrator when this was set up. We are now preparing to convert from QBDT Pro+ 2023 to Enterprise Gold Cloud version and we have no idea what problems we're going to run into in that process. Intuit has been severely significantly less than helpful so far.

I understand how essential it is to seamlessly transfer an administrator role in QuickBooks Desktop (QBDT), Deadwood. Let me clarify things about submitting feedback quickly to our product developers.

The primary administrator in QBDT plays a crucial role in managing user access and permissions within the software. They serve as the main user with the highest level of permissions, having access to every part of the QuickBooks account. Their role includes managing all users, performing administrative tasks, and overseeing various account aspects. That is the reason it is required in the program.

If you have encountered any issues with transferring the admin role of your company or errors with requesting to be the primary admin, I suggest reaching out to our Customer Care Team so they can provide the necessary steps you'd need to take to be the administrator.

Nonetheless, please know that we aim to serve you best by improving our QuickBooks products. I'm here to share the steps to submit a feature request to make it available. We strive to deliver high-quality service to our users, and our utmost priority is ensuring our product is user-friendly. With this, I suggest sending your feedback to our Product Development Team so they can review it and consider implementing it in the future. Here's how:

1. Click on the Help menu located at the top.
2. Select Send Feedback Online, then click Product Suggestion.
3. Type in your feedback or feature request.
4. Click the Send Feedback button.

These instructions should help you submit feedback regarding a seamless way of handling different business organizations. If you have any further inquiries about administrator access in QBDT, please let us know by commenting below. We're always here to help.

Hi, I have submitted the form and supporting documents over a month ago, and it got rejected because I did not send a letter in from the president saying that I was taking over the role so I sent in a letter from our president about 2 weeks ago and I now got a letter saying that I need to submit that letter in order for the file to be complete. I am getting very frustrated because this is not set up in a way where I can talk to someone and quickly send whatever is needed. My BCR # is below, can someone please help with this? BCR 15114929101

I appreciate you getting back to the thread and sharing additional information about your concern.

For now, I suggest connecting with our QuickBooks Desktop Support, as it may require assistance from our Customer Care Team. Contact them for further guidance. They also have tools like screen sharing and guide you through the process.

Here's how you can reach them:

1. Open QuickBooks.
2. Go to the Help menu at the top.
3. Select QuickBooks Desktop Help.
4. Type Contact Us in the search box. Then, click on Contact Us at the bottom.
5. Select the way you wish to connect with support.

Please refer to this article for additional details: Contact QuickBooks Desktop Support.

You can utilize this article for future reference: Customize reports in QuickBooks Desktop.

For additional QuickBooks-related concerns, don't hesitate to post them here in the Community. We're always available and willing to lend a hand to your queries. Have a great day ahead.

I originally sent the start of this thread many weeks/months ago and it is obvious that we aren't the only ones with the idiotic process of changing / adding administrators in a QuickBooks system. I understand completely the need for security, but the QuickBooks process ... and clearly some flawed thinking and lack of understanding on QB staff part ... makes this far more difficult than it need be.

In our case, we are a 501 (c) (6) organization ... a Chamber of Commerce. THERE ARE NO "OWNERS" of a Chamber of Commerce. QB was selected and started many years ago and many people ago.  We have NO IDEA who the administrator on file is, and have (obviously) no way of contacting whoever that is to get a letter from him/her. Somehow our Exec Director, who used to be the Controller, was able to become an Admin on the system, but apparently that isn't enough for her to transfer the Admin on file to me, and apparently we will need to go through the same arduous process for our Enhanced Payroll. We want to transfer our QB Pro+ to Enterprise, but we are extremely nervous about what kind of ludicrous process that would be.

All the notes about following the instructions that the help documentation provides and the comments from well-meaning but clearly not really informed about how the people in QB/Intuit who are charged with "assisting" your customers update their records and assign people to administrative rights really operate in the real world. 

Sorry for the rant. It's just that this entire process is far more onerous than it need be, and there is clearly no "customer SERVICE" in the QB process for this. And QB staff needs training in the differences between a business (whether owner-operated or publicly held) and a non-profit organization, and the definition of "owners" and the lack of "owners" in a membership based non-profit.

I need to add two employee names that gives QB permission to talk to for support

Welcome to the Community, 342950.

I am here to help you add your employees as authorized users to your QuickBooks Desktop account and permit them to speak to QuickBooks support. Let’s ensure your team has the necessary access to get the support they deserve.

To add or invite users, follow these steps:

1. Open QuickBooks Desktop and log in with your admin credentials.
2. Go to Company, then Users, and select Intuit Account User Management.
3. Select Add User to enter the required information: first name, last name, and email address of the employee you want to invite.
4. Choose the appropriate role from the Roles section. You can click View role description to see available roles and their descriptions.
5. Click Send Invitation to notify the user. They will receive an email invitation to join your QuickBooks account.
6. QuickBooks will display a message with the invite status, the role(s) assigned, and the QuickBooks Desktop Company file name. Hit OK to close the message.

For more detailed information, check this guide: Use your Intuit account to manage or invite users in QuickBooks Desktop.

You may also want to learn how to manage your QuickBooks Desktop subscriptions and services.

If you are interested in sprucing up your reports in QuickBooks Desktop, you might find this article helpful: Customize reports in QuickBooks Desktop. It offers detailed information on personalizing reports to suit your needs.

Great job! You’ve successfully added and invited users to your QuickBooks Desktop account. If you have any more questions or need further assistance, feel free to reach out. We’re always here to help you and your team get the most out of QuickBooks.