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Change the primary admin role in QuickBooks Online and Intuit Enterprise Suite
The primary admin is the main person who has access to every part of a QuickBooks account. They can manage everyone and perform other admin tasks. By default, the person who sets up the account is the primary admin. If you need to change the primary admin role, transfer the role to someone else.
Note: If you're using QuickBooks Online Simple Start, contact us to transfer the primary admin.
Get personalized help adding and managing users with Intuit Experts.
Prerequisites
Before you transfer the primary admin role, make sure you meet these requirements:
You must be able to sign in as the current primary admin.
The person you want to make the new primary admin must already be added to the account. If not, add them.
The new person must have the role of Admin before you can transfer the role to them.
Get personalized help adding and managing users with Intuit Experts.
Video transcript
[0:00] You can add new users to your QuickBooks Online to help with your bookkeeping, including your accountant. You can give users specific roles and permissions so they can only do certain tasks or add new admins who can do pretty much everything. In this video, we'll show you how to set up a new user, and the different user roles and permissions you have to choose from.
[0:22] To start, select Settings and Manage users. Now let's set up a new user. Select Add user, and enter the user's name and email address. Select the Roles dropdown, then select the role you want to assign to the user. Review the features this role gives access to. Select the Account management settings you want to manage and select Send invitation.
[0:46] QuickBooks sends your new user an email inviting them to sign in and work in your QuickBooks with the permissions you assigned them. If your user can't find the email, select Resend invite. You can edit your user's permissions by selecting edit. To delete a user, go to settings, and select Manage Users. Select the ellipsis icon on the user you want to delete, then select Delete.
[1:12] Select Delete user from the pop-up window to confirm. Now you can set up and manage your users to help you share your work in QuickBooks.
Transfer the primary admin role
Follow these steps if you are the current primary admin and can sign in to the account.
For QuickBooks Online
Sign in to QuickBooks Online as the current primary admin. If you can’t sign in, recover your user ID or password.
Select Settings
, then select Manage users.Find the person you want to make the primary admin.
In the Role column, make sure they are listed as Admin. If not, select Edit to change their role to admin.
Select Actions. Then, select Make primary admin.
Select Change primary admin confirm the change.
Sign out of QuickBooks.
Note: The option to transfer the primary admin is only available if the incoming user is already a company admin. The new primary admin doesn’t need to do anything as the experience is seamless.
For Intuit Enterprise Suite
Sign in to Intuit Enterprise Suite as the current primary admin. If you can’t sign in, recover your user ID or password.
Select Settings
, then select Manage users.Find the person you want to make the primary admin.
In the Role column, make sure they are listed as Admin. If not, select Edit to change their role to admin.
Select Actions. Then, select Make primary admin.
Select Change primary admin to confirm the change.
You'll be signed out automatically. When the company admin signs back in, the primary admin rights will transfer.
Request the primary admin role if the current admin is unavailable
If the current primary admin is no longer with the company and you can't sign in to their account, you can't follow the standard transfer steps. Instead, you must submit a request to our account protection team to become the primary admin.
To do this, you'll need to fill out a request form and provide documents to prove you own the business or have permission to take over the account.
For detailed steps and a list of required documents, see Request to be the primary admin or contact.
For accountants
If you are an accountant and the primary admin of your firm, you can change the primary admin role in a client's account. See Transfer primary admin access back to your QuickBooks Online client for instructions.
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