Connect Master Admin with Employee in QuickBooks Online Plus

Oana Palade · ‎January 05, 2021

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

ZackE · ‎January 05, 2021

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:

Sign in as the current master admin.
Use your Gear () icon, then choose Manage users.
Locate a user you'd like to make into the admin.
In your Role column, click Edit and pick Admin.
Press the Action ▼ drop-down arrow, then hit Make master admin.
You'll receive a verification code for security purposes. Enter it and click Continue.
Select Make master admin again to confirm your changes.
Log out.

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!

View solution in original post

ZackE · ‎January 05, 2021

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:

Sign in as the current master admin.
Use your Gear () icon, then choose Manage users.
Locate a user you'd like to make into the admin.
In your Role column, click Edit and pick Admin.
Press the Action ▼ drop-down arrow, then hit Make master admin.
You'll receive a verification code for security purposes. Enter it and click Continue.
Select Make master admin again to confirm your changes.
Log out.

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!

Oana Palade · ‎January 06, 2021

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.

KCray · ‎January 27, 2022

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

LieraMarie_A · ‎January 27, 2022

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:

Sign in to QuickBooks as a primary administrator.
Go to the Gear icon.
Select Manage Users.
Find the user you want to delete. Then, select the arrow icon in the Action column.
Select Delete.
In the confirmation window, select Delete again.

If you're trying to manage users in QuickBooks Desktop (QBDT), follow these steps:

From the Company menu, select Set Up Users and Password and then Set Up Users.
Highlight the user and select Delete User.
Select Yes to confirm.

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.

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Connect Master Admin with Employee in QuickBooks Online Plus