Trying to change primary admin to me. We are NOT a business, we are a non profit. HELP!!!!!!!!!!!!!!!!!!!!!!!

kit10 · ‎October 23, 2025

Site asks for a permission letter...from whom? I am on the Exec Board.

Raldwin_D · ‎October 23, 2025

I acknowledge that the primary admin plays a crucial role in an organization, @kit10.

In QuickBooks Online (QBO), only the primary admin can directly transfer this role to another user. However, if they are unavailable, other users may submit a request instead. As a security measure, please note that this process requires documentation to verify that you are the rightful owner of the QBO account.

You will need a permission letter from any other majority owners, business partners, nonprofit directors or presidents, or estate executors, stating that you are being appointed as the organization’s new primary admin.

You can check this article for more information on submitting a request and its prerequisites: Request to be the primary admin or contact.

You are encouraged to reply to this thread if you have further questions regarding QBO.

View solution in original post

Raldwin_D · ‎October 23, 2025

I acknowledge that the primary admin plays a crucial role in an organization, @kit10.

In QuickBooks Online (QBO), only the primary admin can directly transfer this role to another user. However, if they are unavailable, other users may submit a request instead. As a security measure, please note that this process requires documentation to verify that you are the rightful owner of the QBO account.

You will need a permission letter from any other majority owners, business partners, nonprofit directors or presidents, or estate executors, stating that you are being appointed as the organization’s new primary admin.

You can check this article for more information on submitting a request and its prerequisites: Request to be the primary admin or contact.

You are encouraged to reply to this thread if you have further questions regarding QBO.

SIAB · ‎October 23, 2025

@kit10

As a last resort, you can purchase a third-party service to migrate your data to a new QBO account.

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Trying to change primary admin to me. We are NOT a business, we are a non profit. HELP!!!!!!!!!!!!!!!!!!!!!!!