Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Hello,
I added an employee as a vendor by mistake when I moved my data from XERO, and now I have his user as Master Admin who subscribed for the company account.
My question is how to I connect his user (Master Admin) with the employee in the system? Because every time I try to edit the user to select the employee created it shows me that is available to edit only the name and email.
Thank you and Happy New Year!
Oana
Solved! Go to Solution.
Thanks for becoming part of the Community, Oana Palade.
I'd be more than happy to guide you through transferring your master admin's role to another user.
Here's how it's done:
As for the vendor profile you set up for your employee, it can be made inactive since there isn't a way to link vendors with users.
I've included a couple useful resources about managing users and employees that may come in handy moving forward:
Please feel welcome to send a reply if there's any additional questions. Enjoy the rest of your day and have a happy new year!
Thanks for becoming part of the Community, Oana Palade.
I'd be more than happy to guide you through transferring your master admin's role to another user.
Here's how it's done:
As for the vendor profile you set up for your employee, it can be made inactive since there isn't a way to link vendors with users.
I've included a couple useful resources about managing users and employees that may come in handy moving forward:
Please feel welcome to send a reply if there's any additional questions. Enjoy the rest of your day and have a happy new year!
Hi ZackE,
It looks like the admin can't be linked to an employee for the purpose of time tracking because ti doesn't have this feature. And the solution for an Admin to record time entries is to be a Master Admin.
Thank you for your reply. I tested your solution and edit can be done on a Master Admin once is moved to Admin role.
We're in the midst of transferring from desktop to QBO. We're a very small family LLC. I am one of the LLC owners and an employee. I set myself up as primary administrator and as an employee but I show up as two different people with the same name. How can I merge myself ??
thanks
KCray
Hi there, @KCray.
To clarify, are you trying to merge users in QuickBooks Online (QBO)? We can only combine duplicate accounts, customers, and suppliers in QuickBooks. You may consider deleting your access as an employee.
Here's how:
If you're trying to manage users in QuickBooks Desktop (QBDT), follow these steps:
For more info about merging lists entries, refer to these articles:
Additionally, you can customize permissions you can give to your team in QBO. Refer to this article: User roles and access rights.
I'm always here if you need further assistance with managing users in QuickBooks. I'd be happy to help.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here