posted
Best answer February 04, 2025
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I'm glad to know that your client has confidence in you, sureen1223, by entrusting you with full access to their QBO account. I'm ready to assist you with the process of transferring the primary admin role from your client to yourself.
We can change the primary admin role to an existing user or add a new user if needed. Since your client wishes to transfer the primary admin role to you, please have your client follow the steps below to complete the transfer. Please note that you have to be the primary admin of your firm to change the primary admin role in your client's account.
Here's how:
- Sign in to QBO as the current primary admin.
- Select the Gear icon, then click Manage users.
- Find the user you want to make the primary admin.
- Ensure the user is listed as Admin. If not, select Edit to change the role to admin.
- Click the Action, then select Change primary admin.
- Select the Change primary admin again to confirm the change.
- Sign out to QuickBooks.
You will receive an email invitation that you need to accept. After that, the primary admin role will be transferred to you. Once the transfer is complete, your client will automatically have the company admin role.
For more details, please visit this article for reference: Change the primary admin user in QuickBooks Online.
Since your client only wants a limited access, you can customize their roles and access rights or add them as a new user and then adjust their roles.
If you have more questions about managing users, adjusting roles, or finding your way around QBO, feel free to reach out to the Community anytime. We're always happy to help. Wishing you success with your new admin role!!
I'm glad to know that your client has confidence in you, sureen1223, by entrusting you with full access to their QBO account. I'm ready to assist you with the process of transferring the primary admin role from your client to yourself.
We can change the primary admin role to an existing user or add a new user if needed. Since your client wishes to transfer the primary admin role to you, please have your client follow the steps below to complete the transfer. Please note that you have to be the primary admin of your firm to change the primary admin role in your client's account.
Here's how:
- Sign in to QBO as the current primary admin.
- Select the Gear icon, then click Manage users.
- Find the user you want to make the primary admin.
- Ensure the user is listed as Admin. If not, select Edit to change the role to admin.
- Click the Action, then select Change primary admin.
- Select the Change primary admin again to confirm the change.
- Sign out to QuickBooks.
You will receive an email invitation that you need to accept. After that, the primary admin role will be transferred to you. Once the transfer is complete, your client will automatically have the company admin role.
For more details, please visit this article for reference: Change the primary admin user in QuickBooks Online.
Since your client only wants a limited access, you can customize their roles and access rights or add them as a new user and then adjust their roles.
If you have more questions about managing users, adjusting roles, or finding your way around QBO, feel free to reach out to the Community anytime. We're always happy to help. Wishing you success with your new admin role!!
