QuickBooks Online (QBO) offers two methods to transfer the Primary Admin role specific to your situation, Vickie. I'd gladly share the process to ensure a smooth transition of administrative access.
Before anything else, when changing the Primary Admin in QBO, please note that only the current Primary Admin can authorize changes to user roles and access sensitive financial information.
Now, you'll need to contact or reach out the previous primary admin so they can transfer the role directly. Once done, the previous admin can then voluntarily remove their user credentials.
However, if you can't contact the previous admin, submit a request with official documents verifying your business ownership. The required documents depend on your business type. If you have QBO access, follow the instructions below. Otherwise, create an Intuit Account to upload the documents.
Refer to the steps below:
- Visit this article: Request to be the master admin or primary contact.
- From the Step 1 of the article, determine the type of business.
- Then, complete the form with your information.
- Upload the necessary documents.
- Click Submit.
Additionally, enhance your financial management with QuickBooks Live Expert Assisted. Access personalized, one-on-one video consultations with certified professionals for tailored bookkeeping and strategic financial guidance.
Finally, explore these resource guides for more information about user permissions and access limitations:
I'm still available if you have any follow-up questions about changing the admin role in your QBO account. Share them in the comments below, and the Community and I will be here to ensure you have all the help you need.
