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2 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
Level 14
January 8, 2022

Who is your Primary Admin now? Your external accountant or former employee?  

C
christinelouise1Author
January 8, 2022

It’s me- I am employee but changing it to someone else, so I am logging in as primary, but i don’t have an arrow next to the action column so I can’t change it.

LieraMarie_A
LieraMarie_A
Level 8
October 17, 2022
I just posted this on their FB page. If there are any recent updates please share. Thanks
 
======================
Speaking of taxes, here is an exasperating story re. customer support. I have tried for months and at least 6 times to have my old accountant removed as Primary Admin from our QBO account. I followed the online support instructions, submit the required form and talked to an agents. I have even submitted photo IDs, corporate documents and a signed authorization letter multiple times.
I'm out of ideas so airing the dirty laundry on FB and other social media in hopes Intuit can escalate this issue; I am sure there is a backlog ticket that will never get assigned otherwise. Prospective customers, please ensure your set yourself as Primary Admin - it will save you hours and hours of frustration later on with Intuit support. I will repost if this triggers a resolution.

Hey there, @tonywoojin.

 

Thanks for reaching out to us and letting us know you have posted your concern on our FB page.

 

We encourage you to work with the FB agent currently working on your case. Then, check for any emails from QuickBooks that may indicate a need for more information or documents. You may also check out this article to find out what you need to provide: Request to be the Primary Admin or Contact.

 

Thanks again for letting us know. Visit us again in the Community if you run into any other issues. We'll do all we can to help.

M
Mich_S
Level 5
January 8, 2022

Thanks for visiting the Community, @christinelouise1.

 

I'm here to ensure you're able to change the primary admin on your QuickBooks Online company.

 

You must be the current primary admin on the account in order for you to transfer the role to someone. If the person you're adding isn't a QuickBooks user yet, you'll have to add them as a new user. After that, you can already transfer the primary admin role to them.

 

I'll show you how:

  1. Log in to QBO as the primary admin. If you can’t log in, you can recover your user ID or password.
  2. Click on Settings ⚙.
  3. Choose Manage users.
  4. Search for the user you want to make the primary admin.
  5. From the Role column, ensure they are listed as Admin. If they’re not, click on Edit to change their role to admin.
  6. Choose the small arrow ▼ in the Action section. Then, hit Make primary admin.
  7. For security, we send a verification code to the phone number or email on file for your account. Once you receive the verification code, type it in and choose Continue.
  8. Click on Make primary admin again to confirm the change.
  9. Logout of QuickBooks.

 

The user should get the invitation email from us. Once received, ask them to click the link and accept the invitation to be the primary admin.

 

 

On the other hand, if the primary admin is no longer part of the company, you can request to be the primary admin.

 

 

See this for more information about handling roles and permission in QBO: User roles and access rights in QuickBooks Online.

 

Just hit the Reply button if you have other questions about managing users or QuickBooks in general. We're always here to help. Have a great weekend!

C
christinelouise1Author
January 8, 2022

I don’t have an arrow next to the Action column so I can’t change it… any other suggestions?

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