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ken-preferredsou
Level 1

Change prinary admin... Instructions call for changing the role. However, the "Role" never materializes.

I am following the instructions from the QB help section. The column that needs changing doesn't appear.
3 Comments 3
Fiat Lux - ASIA
Level 15

Change prinary admin... Instructions call for changing the role. However, the "Role" never materializes.

Who is the current Primary Admin? You or your accountant/employee?

KlentB
Moderator

Change prinary admin... Instructions call for changing the role. However, the "Role" never materializes.

Thanks for visiting the Community space, userken-preferredsou.

 

Let me share additional information about transferring the primary admin role.

 

Please know that only the current primary administrator can transfer this role. In addition, make sure that the user you want to make the primary administrator should be listed as a company admin in the Role column. If they’re not, you can select the Edit option to update their role

 

When you're all set up and ready, here's how to change the primary admin in your QuickBooks company:

 

  1. Sign in to QBO as the current primary admin. 
  2. Go to the Gear icon, then select Manage users.
  3. Find the user you want to make the primary admin.
  4. Select the drop-down arrow from the Action section, then choose Make primary admin.
  5. For security, we'll send a verification code to the phone number or email on file for your account. 
  6. When you receive the verification code, enter it and click Continue.
  7. Select Make primary admin again to confirm the change.
  8. Sign out of QuickBooks.

Once the user receives the invitation email, have them click the link and accept the invitation to be the primary admin.

 

I also encourage reading this article to learn more about the different access permissions and number of users you can add to your QBO plan: User roles and access rights.

 

Keep me posted if you need more help in accomplishing your administrative tasks. Have a pleasant day ahead.

KlentB
Moderator

Change prinary admin... Instructions call for changing the role. However, the "Role" never materializes.

Hi userken-preferredsou,

Hope you’re doing great. I wanted to see how everything is going about your concern. Were you able to transfer the master admin role? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead.

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