Request to be the primary admin or contact

During a business transition, you may need to change your Intuit Account’s primary admin or contact. This helps keep your account info secure. You’ll need to prove you either own the business or are being given permission to be the primary admin.

Changing the primary admin can affect your Intuit Account’s access to:

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

Note: If your payroll account has an attached bank account, the Primary Admin needs the business owner’s info. If a money movement support issue arises, change the role to a Primary Admin (non-firm user).

If you can’t get the primary admin or contact assigned to you, send a request to our account protection team.

Prerequisites

If you don’t have an Intuit Account, create one.

You’ll need the following documents:

• Your driver's license, government ID, or passport. 
• The driver's license, government ID, or passport of any other majority owners, business partners, non-profit directors or presidents, or estate executors.
• If you don’t own the business, a letter of permission naming you as the business’s new primary admin. It needs signatures from any other majority owners, business partners, non-profit directors or presidents, or estate executors.
• If the previous owner is deceased, a notarized document with the name of the executor of their estate.
• Depending on the type of business, one of the following documents, with the owner, chairperson, or president’s name and title:
  • Sole proprietorship or self-employed: business license.
  • Corporation / S Corporation: articles of organization, corporation bylaws, or shareholders agreements.
  • Limited Liability Company (LLC): articles of organization or an operating agreement.
  • Limited partnership: certificate of limited partnership or certificate of limited liability partnership.
  • Non-profit organization: A board of trustee meeting minutes identifying the new primary admin. If you don’t have this, articles of incorporation or non-profit corporate bylaws.
  • Other business: articles of organization, articles of incorporation, corporation bylaws, or shareholders agreements.

Note: If this isn’t a business and you don’t manage the file, treat the file admin as the owner.

Complete the form

1. Open the Business Change Request form.
2. Select the company you want to request primary admin or contact for
   Note: Make sure you select an answer to the questions from each dropdown.
3. Select Continue.
4. Review your business details, then select Continue. Otherwise, select This is not the right business, then go back to Step 3.
5. Review your personal details, then select Continue.
6. On 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.
7. Provide the required documents, then select Submit request.
   Note: If you need more time to complete the requirements, you can close 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

Next steps

We'll review your case as soon as possible. Once the review is complete, you’ll receive an update via email with the status of your request. Wait for an email from no_response@intuit.com.

You can check the status of your request at any time.

If we approve your request

We’ll let you know that we gave you the primary admin or contact role. Just sign in with the email address you provided the next time you use QuickBooks.

If we’re unable to approve your request

We’ll let you know why and what steps you can take. For example, we'll tell you if a document is missing, hard to read, or doesn't meet the rules for approval. You’ll need to fill out the form again and upload all of the required documents for your security

Related links

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