Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?

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?  

2
2Geekwannabe
June 17, 2023

I’m own the Quickbooks account but I recently went through a separation and me former partner is the primary/ only admin on my account. How do I make myself primary admin. I accidentally deleted myself as company admin. I’m just learning qb. 
Thanks for your time

 

C
ChristieAnn 11
Level 9
June 17, 2023

Welcome back to the QuickBooks Community, 2Geekwannabe. I'll ensure you can make yourself a primary admin in QuickBooks Online.

 

Once the primary admin or contact is unavailable to transfer the role to you, I suggest requesting to be the primary admin to our account protection team. To do this, you have to gather documents for your request to confirm that you have rightful ownership or access privileges for the account. You may open this article to see extra details and instructions to be performed so can successfully transfer the role: Request to be the primary admin or contact.

 

Lastly, I'm adding this article if you need help in managing users in QBO to handle their roles and limit their access to specific tasks: Add and manage users in QuickBooks Online.

 

Feel free to post a reply below if you have any other questions about transferring a role in QBO. I'm always here to help, 2Geekwannabe. Have a great day ahead.

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?

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement