How do I re-assign the online backup procedure in QBO from an employee who is no longer here and whose user name no longer exists, to a new user?

Hello there, Steve. You'll need to remove the old user and add the new one. I'm here to guide you through the steps.

Since the user is no longer with the company, it's best to delete their account to avoid any confusion:

1. Go to the Gear icon and select Manage users.
2. Navigate to the user and click the Edit dropdown.
3. Choose Delete.

Then, add the new user:

1. On the Manage users page, click the Add user button.
2. Fill in the necessary details.
3. Select the same role and make the changes you want.
4. Once done, click Send invite.

For more details, please refer to the article: Add and manage users in QuickBooks Online and Intuit Enterprise Suite.

Moreover, to enhance your QuickBooks experience, consider collaborating with our QuickBooks Live Expert Assisted team. These financial professionals specialize in streamlining processes and providing tailored advice to meet your business's unique needs.

Additionally, you can check the audit log to see changes made in your company.

Please return to this thread if you have other questions about assigning users to your company in QBO, Steve. We're here to help you in any way we can.

Hello:

Thank you for the reply, but I removed the old user, and replaced her with myself in January.  That did not release her from this process (among others), so now all I have to do is release her and add someone else.  When I release her, and try to add myself, it adds her back even though she is no longer a user in the system.  I've spent hours on the phone with QB support on this issue, and just like all my experiences with QB support, they were just guessing and had me performing the same keystrokes over and over with the same results.  Thank you again,

Steve

Thank you for your reply.  Once again, I removed the user when she left in January, and replaced her with myself, including roles.  The issue is the backup remains attached, and will not attach from a user who no longer exists. Steve

In QuickBooks, the Primary admin is responsible for adding new one, Steve-Rochman. The process may vary depending on your version of QuickBooks Online (QBO). Since you mentioned that you added yourself as the primary admin and removed the previous admin, this could explain why the backup still exists. Let me offer you further guidance on this matter below.

First, could you please check in your Manage User tab to see if the previous admin is still tagged as the Primary Admin? I've added a screenshot for your reference:

Next, if you can still reach your previous admin, you can request that they designate you as the new primary admin. However, if you are using QuickBooks Online Simple Start and require assistance transferring the primary admin role, please contact us to assist you further.

You may guide your former admin to follow these steps to make you the primary admin:

1. Sign in to QuickBooks Online as the current primary admin. If you can’t sign in, you can recover your user ID or password.
2. Select the Gear icon.
3. Select Manage users.
4. Find the user you want to make the primary admin.
5. In the Role column, make sure they are listed as Admin. If they’re not, select Edit to change their role to admin.
6. Select Action. Then, select Change primary admin.
7. Select Change primary admin again to confirm the change.
8. Sign out of QuickBooks.
9. The company admin will get an email invitation. They need to accept the invite and the primary admin rights will transfer. Once the primary admin rights are transferred, the original primary admin will have the company admin role automatically.

If you are unable to get in touch with the current primary admin, you have the option to submit a request to be the primary admin.

Here's a guide for your future reference on the types of payroll and how to update them in QuickBooks Online Payroll: Change your primary principal, payroll admin, or other payroll contact.

Before we wrap up, I suggest you explore QuickBooks Live Bookkeeping to streamline your accounting, maintain precise financial records, and access professional support. This could free up valuable time, allowing you to concentrate on expanding your business.

The role of the primary admin in QuickBooks Online (QBO) is important as it provides the highest level of access and control over the account. Should you have more questions about this topic, please don't hesitate to reach out again for immediate assistance. Wishing you a great day ahead.

Thank you, but this was all done in January.  When the Primary Admin left the company, I made myself the Primary Admin, and deleted the ex-Primary Admin from the system.  The backup remains attached to a user no longer in the system, and I am unable to change it.

Hi there, Steve.

I appreciate you clarifying that you've already done these steps. Having trouble changing the primary admin can be stressful, especially when you want to ensure everything is handled correctly. Let me show you how to contact our QuickBooks Online (QBO) support for further assistance.

I recommend contacting our QuickBooks support team. They have the tools to access your account and help you resolve the backup file associated with your former primary admin.

Here's how:

1. Sign in to your QuickBooks Online company.
2. Select (?) Help.
3. You can use the QB Assistant to enter your question or topic. Also, you can use the Search tab to enter a keyword or topic of interest.
4. If you can't find answers to your questions, select Contact Us to get help from an expert.

Furthermore, check out this article to see the support hours in QuickBooks Online.

Additionally, you may want to save a copy of your data in the future. You can export your data in QBO.

If you have any questions or need further assistance, please feel free to reach out. Your peace of mind is our top priority.