Primary Admin Change

Thank you for reaching out and sharing your experience, safoglio. I understand how crucial it is to resolve this promptly to maintain accurate financial management of your youth sports organization.

Before anything else, please know we have removed your attached PDF for security reasons, as it contains Personal Identifiable Information (PII).

Regarding the charges you mentioned, I recommend contacting our technical support team. I understand you've already been in touch with them multiple times and have put in extra effort. However, for security reasons, we're unable to pull your account on this public forum. Doing so will ensure the unused QuickBooks subscription you're referring to will be canceled.

Based on the attached document, it appears that the previous primary admin only updated the email address, but the name remains unchanged. He needs to transfer the role rather than just editing the information.

Meanwhile, to successfully change the primary admin role, the last person assigned must sign in to QuickBooks Online and transfer it to you.

You can share these steps with the last primary admin:

1. Head to the Gear icon, then Manage Users.
2. Look for the user to whom you want to transfer the role. If you haven't added them, ensure to do so.
3. In the User Type column, ensure they are listed as Company Admin. If not, select Edit to change it.
4. Click the three dots in the Action section. Then, press Change primary admin.
5. Pick Change primary admin again to confirm.
6. Sign out of QuickBooks.

When you receive the invitation email, please click the link and accept it. Refer to this article for more details: Change the primary admin user in QuickBooks Online.

If the last primary admin is not around anymore, you can submit a request to change or update this.

As you become the new primary admin, you can generate reports to identify financial discrepancies early on. This functionality will provide a comprehensive overview of your inventory, sales, and expenses, allowing you to gain insights into day-to-day operations.  

Keep me in the loop after contacting our expert team and following the recommendation to transfer the primary admin role. I'm committed to supporting you every step of the way, safoglio. 

Your response does NOT address the issue. The process recommended does NOT apply. "Meanwhile, to successfully transfer the primary admin role, the last person assigned must sign into QB on line. 

(The last person assign has not been involved for six YEARS and is NO longer WILLING to assist. He tried updating and adding me as a primary on Friday yet was unable to follow QB guidance as there was no Action section with an ellipsis. It is now in my hands. The bureaucracy to fix this is mind numbing.  

You can share these steps with the last primary admin: Head to the Gear icon, then Manage Users. Look for the user to whom you want to transfer the role. If you haven't added them, ensure to do so. In the User Type column, ensure they are listed as Company Admin. If not, select Edit to change their role. Select the ellipsis icon in the Action section. Then, select Change primary admin. Pick Change primary admin again to confirm. Sign out of QuickBooks. 

Look at the account and see that my email address is correct, yet the NAME is NOT mine. My email address shows that I am the primary admin but not the proper name. How do I change the name only? Tried the above recommendation yet it does not work.

@safoglio 

Can you change your name in your Intuit Account?

I understand the importance of having the correct name in your company file, and  I am here to help you change this, @safoglio.

As you have mentioned that your email address already holds the primary admin position, but the displayed name is different, you can follow the steps below to update your information. Here's how:

1. Click on the Gear icon.
2. Select Manage Users.
3. Locate the user you want to edit, then choose Edit in the Action column.
4. After making the necessary changes, click Save Changes.

However, if you are still unable to change the name after following the steps above. You can request to be the primary admin or contact.

To protect the security of the account, we need to collect some documents before proceeding with the request. To determine what documents you'll need to submit, please take note that it depends on what type of business you are in.

Once completed, our dedicated team will promptly review your case. When finished, you'll receive an email update regarding the status of your request. Keep an eye out for an email from noresponse@intuit.com.

For more insights on changing the primary admin or contact user in QuickBooks, review the details provided in these links:

• Change the primary admin user in QuickBooks Online
• Change or update the Primary Contact on your QuickBooks Account

In addition to the admin role, you can also find more tips while managing your standard or other users from this link: Add and manage users in QuickBooks Online.

Let us know if you have further questions about changing the primary admin. We'll be right here to help you at any time.

No

More bureaucracy is not the proper solution. You might ask, why am is this guy being such a pain. Here is why: I also have three company files with QB Desktop that I recently took on the responsibility for accounting and was facing the same situation. Called intuit and was given the same recommendation suggested.....blah blah blah, send a photo ID, Articles of incorporations etc.. Just as I was about to reach out to gather all this info, I called Intuit again. Surprise-- I actually reached someone at Intuit that was able to help. I was guided to Company, User, manage users and within two minutes I was able to change the primary admin to me.  

I know that I am not alone in the frustration faced with Intuit "experts'.  

Does QB have a management team that looks over these back and forth discussions.  No actions. 

How about concealing my service agreement then settling up a new company. Would that work? 

Last resort, you can purchase a 3rd party service to reset the Admin password for your QB Desktop files.

I appreciate the effort you've put into this, @safoglio.

We greatly value your feedback and assure you we're taking immediate steps to enhance our service. We value your business and appreciate the opportunity to make things right for you. I'll take note of your experience with our phone support so we can submit proper feedback to the management team.

In response to your additional question, I see that you were able to change your name based on your previous post. Yes, that will work. You can create a new company, both QuickBooks Online and Desktop. This will automatically designate you as the owner of the new file.

Additionally, you can check these articles if you'd like to move your list of data in the newly created company file in both products and how to start over with a new company file:

• Import and export data in QuickBooks Desktop
• Import and export data in QuickBooks Online
• Create new company files from existing ones

Let me know if you have other QuickBooks-related concerns. I'll be around to help. Stay well.