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June 5, 2020
Question

I need to change the master admin

  • June 5, 2020
  • 5 replies
  • 41 views
No text available

5 replies

Ashley H
Level 4
June 5, 2020

Welcome to the Community, @lkoudelka.

 

I'm here to help you change the Master Admin in your QuickBooks Online account.

 

With QuickBooks Online, you can add different types of users, but there’s always just one master admin who can manage all other users. If you’re using QuickBooks Online Simple Start, then you'll need to contact our Online Support to transfer the Master Admin. First, sign in to QuickBooks Online as the current Master Admin, then follow the steps I've provided below on how to make the transfer with ease:

 

Invite A New User (if the new Master Admin isn't in your account yet):

 

  1. Go to Settings ⚙ and select Manage Users.
  2. Choose Add user.
  3. Pick Company admin as the user type.
  4. Press Next.
  5. Enter the new user's info, then hit Save.
  6. Your new user will get an email from [email address removed] inviting them to your business. They need to select the Let’s go! link and sign in.

Make The Transfer To The New Master Admin:

 

  1. Go to Settings ⚙ and select Manage Users.
  2. In the User Type column, check if the user you want is listed as Admin. If they’re not, select Edit ✏ to change them to an admin.
  3. Select the small arrow ▼ in the Action column to the right of the user then press Make master admin.
  4. For security, we send a verification code to the phone number or email on file for your account. When you receive the verification code, enter it and hit Continue.
  5. In the window, click on Make master admin to confirm that you want to make the change.
  6. Go back to Settings ⚙ and select Sign Out to sign out as the current master admin.
  7. When the user gets the invitation email, ask them to select the link and accept the invitation.

Congratulations! You've completed the process of changing the Master Admin.

 

If you have any additional questions or concerns, please don't hesitate and reach back out to me. I've always got your back. Have a safe weekend.

 

 

 

January 25, 2021

This does not work for me.  When I go to change the current master admin I do not have an option to change them

Level 9
January 25, 2021

Hello @carole-farnswort,

 

Let me help share a few instances which can be the reason why you're unable to change the Master Admin access and role.

 

To start with, is the account in question billed under your accountant, or have you receive it given by your them? If yes, you can contact your accountant and let them change the master admin of the account on file.

 

If no, you can use this link for guidance in preparing the documents needed to claim the role: Request to be the master admin or primary contact.

 

On top of that, I've also included this reference for a compilation of articles you can use while working with us: Account Management for QuickBooks Online.

 

If there's anything else that I can help you with, please let me know in the comments below. I'll be here to lend a hand.