Request to be the primary admin or contact

Learn how to request to be the primary admin or contact for a QuickBooks Desktop or QuickBooks Online account.

There are times when you need to change the primary admin or contact for your QuickBooks account. For example, during a transition in your business. This helps you keep your account info secure so you can be worry-free.

When you change the primary admin role to an accounting firm or firm user, it can affect the following on your QuickBooks account:

• Billing
• User management
• Support plan
• Bank account changes

Note: If a bank account is linked to a payroll account, the primary admin must have the business owner's info. If a money movement support issue occurs, you need to change the role to primary admin (non-firm user).

Step 1: Check the requirements

Before you submit a request to be the primary admin or contact, we need documents to prove that you’re the rightful owner of the business. Take note of the following:

• All documents should be clear, legible, and not show your Social Security number for your privacy.
• The business type and ownership determine which documents we need to verify.
• The documents listed for your business type are the generally-accepted documents.
• Before you submit your business documents, make sure they include the business owner’s name(s) and title(s).

Note: If a deceased primary admin or contact was the owner, you’ll also need to provide the following:

• A notarized document that shows the executor’s name for the deceased owner’s estate.
• A photo ID (driver's license, state-issued ID, or passport) and signed letter of permission from the executor of the state.
  Note: The letter should say that it authorizes you to be the primary admin on the account.

Step 2: Complete the form

Fill out the form to request to be the primary admin or contact on QuickBooks.

Note: If you haven’t yet, create an Intuit account before you proceed.

1. Sign in to your Intuit account.
2. Open the Business Change Request form.
   Tip: If you can’t see all options or questions on the form, zoom out your browser until you can see them.
3. Select the company you want to submit a request for.
   Note: Make sure you select an answer to the questions from each dropdown.
4. Select Continue.
5. Review your business details, then select Continue. Otherwise, select This is not the right business, then go back to Step 3.
6. Review your personal details, then select Continue.
7. In the summary page, make sure all info is correct. Then select Continue.
   Note: Once you continue, you won’t be able to make any changes.
8. Provide the required documents, then select Submit request.
   Note: If you need more time to complete the requirements, you can leave the form. It’ll stay in draft status for 30 days. When you’re ready, reopen the form and you can continue where you left off.

Step 3: Wait for the request approval

Once submitted, your request will be under review. We’ll check it as soon as possible and send you updates to the email address you provided. You can also check the status of your request at any time.

• If we approve your request: We’ll notify you via email. You can confirm your role and access when you sign in to QuickBooks with the email address you provided.
• If we don’t approve your request: Check your email for instructions. We'll tell you if a document is missing, unclear, or doesn't meet the approval criteria. You'll need to resubmit the form with all required documents for security.

Related links

• Change or update the Primary Contact
• Change the primary admin user
• Transfer the primary admin role in QuickBooks Desktop