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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.

T
tonywoojin
October 20, 2022

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.


Hello, I went back to the self-service form to change the Primary Admin and I see the workflow and form has been updated sometime in the past few weeks. It now has the option to select minority owner of LLC, as well as other validation steps. I just submitted my documents again, hoping that the front end changes were accompanied by back end logic to successfully process my request this time. 

 

While happy to see this issue is being addressed, I never heard of an update until I randomly tried to access the form again. Some of the questions on this and related threads have been open for years, so I hope you contact those customers to let them know about this update. It's quite exasperating otherwise.

 

Here is the link to the new form for anyone else: https://quickbooks.intuit.com/learn-support/en-us/help-article/primary-administrator/request-primary-admin-contact/L2P0XAUIT_US_en_US

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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