Changing "Primary Admin" of Intuit account for Quickbooks Desktop Pro 2024 company files

1bit · ‎October 13, 2024

I'm learning the hard way that there are 3 different administrators as far as Quickbooks is concerned:

1. The account administrator via the CAMPs tool.

2. The admin account of each company file (this is the admin account used to log in to each company file locally if using QB Desktop).

3. The most nebulous "primary admin" Intuit account associated with each company file.

Why does #3 exist? I'm sure there's a good reason but it's giving me considerable headache. Unfortunately, in the process of "cleaning up" old accounts there was a "primary admin" Intuit account that was deleted. What happens the next time you're in the company file (even if logged in as the admin user) is you'll be asked to sign in. Even if you sign in with the account administrator (#1 above), you'll get this message:

"We're unable to complete your request at the moment. Request your admin *****@*****.com to add and assign you the required Intuit Account role(s) by following these steps: *Sign in to Quickbooks using admin credentials, * Go to Company > Users > Intuit Account User Management and sign in as primary admin."

Therein lies the problem. That "primary admin" no longer exists. Even though I've recreated that user in the Intuit system (and they are an authorized user of the account), they no longer exist as the "primary admin" for company file in Intuit. What it means is that if you try to use Bank Feeds or even the action they state above, you will receive an error: "You do not have the access to perform this action. To complete this, request for access from your Primary Admin."

Welp, that's impossible and there's nowhere to actually do that because you can't change it even if you're logged in as the admin of the company file. You can't change it even if you're logged in as the account administrator in CAMPs or that administrator account in Intuit. After searching for hours, there's a process to get admin access to the company file (#2) via the Automated Password Reset Tool and there's a mechanism through CAMPs to get ownership of the account (#1) but I cannot find any way to change the primary admin Intuit account for a company file (#3) without first logging in as that user.

I hope someone smarter than me has a solution for this problem.

1bit · ‎October 28, 2024

The solution was to contact Quickbooks customer service at 800-446-8848. A glance session was initiated and the above error message was noted. I'm not sure if anything was done on Intuit's end but the process on mine was to go to Help > Reset Intuit ID then type "yes". Then close Quickbooks Desktop and open again using "Run as an administrator". Then, after signing in as the company administrator, you will be prompted to sign in to Intuit and then can enter a new email address (in this case I chose the Company Administrator). After signing in then go to Company > Set up users and passwords > Intuit Account User Management.

Everything works now. What a weird complicated process.

View solution in original post

Eman_E · ‎October 13, 2024

I comprehend the significance of accurately managing your Intuit account, especially when it involves the proper handling of sensitive company files within QuickBooks Desktop Pro 2024. I'll gladly help you in resolving this matter.

Changing the Primary Admin of an Intuit account for QuickBooks involves a few specific steps, primarily because the role holds significant permissions and access rights within the application. This change is typically required when there is a shift in roles or personnel. The new Primary Admin will have full control over important settings and financial data, so this transition must be handled securely.

To request to become the primary admin, here are the steps you need to follow:

Gather the documents for your request
Complete the form
Know the steps

For more detailed steps you can checkout this article: Request to be the primary admin or contact.

Moreover, you can refer to this article for guidance on adding, editing, and troubleshooting user logins and restrictions in QuickBooks Desktop Pro and Premier: QuickBooks Desktop users and restrictions.

Should you need any further assistance with this process or have additional questions down the line, please feel free to reach out. We are here to support you every step of the way.

Chrea · ‎October 13, 2024

@1bit

Another option, purchase a 3rd party service to reset the Admin password.

1bit · ‎October 27, 2024

Two weeks after submitting the request, only a case ID and no other action back from Intuit. This is literally the dumbest thing in the world. I am the administrator on the account the purchased the software. I am the administrator of the actual file. Why (rhetorically) does Intuit even have this other account that cannot be changed other than Intuit itself and not the actual administrator of the file or owner of the software?

1bit · ‎October 27, 2024

Unfortunately, this would be at this level that only the Intuit people can fix. I can get into the company file (I'm the administrator) but you cannot access certain features, such as Bank feeds, because Intuit has created a needless roadblock.

Chrea · ‎October 27, 2024

The bank feed feature is disabled? What QB Desktop year version do you have?

1bit · ‎October 28, 2024

The solution was to contact Quickbooks customer service at 800-446-8848. A glance session was initiated and the above error message was noted. I'm not sure if anything was done on Intuit's end but the process on mine was to go to Help > Reset Intuit ID then type "yes". Then close Quickbooks Desktop and open again using "Run as an administrator". Then, after signing in as the company administrator, you will be prompted to sign in to Intuit and then can enter a new email address (in this case I chose the Company Administrator). After signing in then go to Company > Set up users and passwords > Intuit Account User Management.

Everything works now. What a weird complicated process.

1bit · ‎October 28, 2024

2024 Desktop. See my other reply - the problem is now resolved.

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Changing "Primary Admin" of Intuit account for Quickbooks Desktop Pro 2024 company files