Our treasurer resigned. She has since been deleted as the accountant but still holds the primary admin role. Can she still transfer this role to another?

Ask her to login as the Primary Admin and transfer the role to someone else.

She said she can't because I deleted her as an accountant. I can still see that she's a user and is listed as primary admin. I realize that I can submit a request to change it but have to wait until I'm verified. I'd like to go the easy route but feeling maybe that's not possible.

I understand the convenience of immediately processing this request, Don. Let me share some insights and provide clarifications about transferring admin roles.

In QuickBooks, if the primary admin isn't available to transfer the role to you, you can handle this by sending a request form to our account protection team. Following the standard procedure of transferring admin roles is necessary to protect your account and eliminate potential data breaches or other security risks. The documents needed for this vary depending on your business type.

For Sole Proprietorship, you may need to prepare: 

• Your photo ID (driver's license, state-issued ID, or passport).
• Your business license. 

For other types, you can visit this article: Request to be the primary admin or contact.  

After the completion of the transfer, we will promptly assess your case. Following the review, you will receive an email update from no_response@intuit.com informing you of the status of your request. If the admin role transfer is successful, sign in using the provided email address the next time you access QuickBooks. If the transfer is unsuccessful, we will communicate the reasons and guide the necessary steps. 

Additionally, I've included this article to learn how to add, manage, or delete user profiles: Add and manage users in QuickBooks Online. 

I'm still all ears for admin role-related concerns. Keep safe! 

The request link to change primary admin is not working. It’s just frozen and doesn’t allow to continue through the questions. Is there an email to contact for assistance or support with this?

Recognizing the urgency of this matter and we want to ensure you that addressing your concern is our top priority, JvegaHou. Allow me to discuss the troubleshooting steps first before we contact support. 

Browsers may occasionally exhibit unexpected behavior when loaded with frequently accessed pages. To effectively resolve this issue, sign in to your QBO account using an incognito window. Here are the keyboard shortcuts for different browsers that we can use:

• Use an Incognito Window: Log in to your QuickBooks account in an incognito window to avoid browser-specific issues.
• Google Chrome: Press Ctrl + Shift + N
• Mozilla Firefox and Microsoft Edge: Press Ctrl + Shift + P
• Safari: Press Command + Shift + N
• Clear Cache and Cookies: If accessing QuickBooks through the incognito window works, clear your browser’s cache and cookies. This often resolves loading and formatting issues and enhances browser performance.
• Switch Browsers: you can use a different supported browser, as your current browser may have a temporary compatibility issue with QuickBooks.

If the issue persists, you can contact our QuickBooks Live Support team. It's best to consult with them, they have specialized tools for further checks and can provide immediate assistance.

Here's how to connect with them:

1. Open QuickBooks.
2. Click the Help menu.
3. In the pop-up panel, go to the Search tab.
4. Hit the Contact Us button.
5. From the text box, type in your concern.
6. Click Chat with us.

Please check the availability hours to ensure your concern will be addressed. Here's the best time to contact: Solopreneur, Simple Start, Essentials, Plus.

• M-F 6 AM to 6 PM PT
• Saturday, 6 AM to 3 PM PT

Advanced

• any time, any day

Additionally, you can check out this article for more insights into how to change or request to be the primary admin: Request to be the primary admin or contact.

Lastly, here's an article that you can customize each role and set individual permissions for specific profiles: Add and manage users.

I'm here to help you with any questions you have about changing your primary admin or any QuickBooks concern. Please feel free to Reply back on this thread. The Community team is always here to assist you.