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Change the primary admin user in QuickBooks Time

by Intuit Updated 5 months ago

Learn how to change the primary admin user in QuickBooks Time.

The primary admin is the main person who has access to every part of the QuickBooks Time account. This person has the highest level permissions. They can manage all team members and other admin tasks. By default, the primary admin is the person who set up the account.

Note: If you use QuickBooks Online or QuickBooks Online Payroll, change the primary admin there

Transfer the primary admin role

You can transfer the primary admin role to an existing QuickBooks Time team member. Or, if the person isn’t a QuickBooks Time team member yet, you can add them as a new user. Then, transfer the primary admin role to them after they’re added.

You must be able to sign in as the primary admin to transfer the primary admin role. If the current primary admin is no longer with the company, you can request to be the primary admin

Note: If you’re an accountant, you must be the primary admin of your firm to change the primary admin role in a client’s account.

  1. Sign in to QuickBooks Time as the current primary admin.
  2. Go to My Team and, next to the admin you want to transfer permissions to.
    1. If team member you wish to make primary admin isn’t an admin, first update their role in Permissions to Admin, then Save
  3. Select Permissions, then select Transfer primary admin.
  4. Select Send Invitation

When the team member gets the invitation email, ask them to select the link and accept the invitation to be the primary admin.

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