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cweerase69
Level 1

Changing Admin without Current Admin

We have an outsourced company handling our QB Admin and transactions. We the management of the company have no credentials to the system. How can we change them without their involvement as we are not happy about the service provided?

2 Comments 2
Chrea
Level 6

Changing Admin without Current Admin

Can you access your QBO account as a Company Admin?

JoesemM
Moderator

Changing Admin without Current Admin

You can submit a request to change the primary contact for your account, cweerase69. Just provide documents to verify your ownership of QuickBooks Online. I'll provide guidance on how to gather these documents.

 

The business type and ownership determine which documents we need to verify. They also determine the need to assign a new primary admin or contact. 

 

If you have access to the QBO account, you can follow the instructions below to request the change and submit the necessary documents. However, if you don't have an Intuit Account, you can create one to upload the documents.

 

Here's how:

 

  1. Sign in to your account and navigate to the Manage your Intuit Account.
  2. Click the Document section, then choose Business or Personal.
  3. If you select Business, click on the Select Business button.
  4. Choose your company, and press on View Documents.
  5. Then click the Add Documents dropdown to choose how you will upload your files.

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For more details about the process, open this link: Request to be the primary admin or contact.

 

After you enter the request, please contact our QuickBooks Online Support and provide the case number. We'll need some additional info from your company file. They'll also provide information about the status of the request.

 

You can also browse this article to know how the primary admin role works in QuickBooks: Change the primary admin user in QuickBooks Online.

 

Additionally, you can refer to this article on how to edit your account credentials in QuickBooks Online: Update or change your Intuit Account sign-in information.

 

Feel free to return to this thread if you have questions about transferring the primary admin role or any other inquiries related to QuickBooks. I’m here to assist you. Stay safe!

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