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Request to be the primary admin or contact

by Intuit•698• Updated 2 days ago

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

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There are instances when the primary admin or contact changes. For your account security, it’s important to update your contact information, especially when there’s a transition in your business.

When you change the primary admin role to an accounting firm/firm user, it can affect:

Billing
User management
Support plan
Bank account changes

Note: For a bank account attached to a payroll account for money movement, the Primary Admin must have the business owner’s info. If a money movement support issue arises, you need to change the role to a Primary Admin (non-firm user).

Prerequisites

To protect your account and data, we need documentation that you’re the rightful owner. This includes access privileges for it. All documents should be clear, legible, and not show your Social Security number to protect your privacy.

The business type and ownership determine which documents we need to verify. They also determine the need to assign a new primary admin or contact. This is what you need to provide.

Sole proprietorship

Your photo ID (driver's license, state-issued ID, or passport).
If you don’t own the business:
- The owner’s photo ID.
- The owner’s business license.
  A signed letter of permission from the owner.

Self-employed

Your photo ID (driver's license, state-issued ID, or passport).
If you don’t own the business:
- The owner’s photo ID.
- A signed letter of permission from the owner.

Corporation / S Corporation

Your photo ID (driver's license, state-issued ID, or passport).
If you aren't the majority owner:
- The owner’s or your business partner’s photo ID.
- A signed letter of permission from the majority owner, your business partner, or if no majority owner exists, all owners.
The Articles of organization, Corporation bylaws, or Shareholders agreements, with the owner’s name and title.

Limited Liability Company (LLC)

Your photo ID (driver's license, state-issued ID, or passport).
If you aren'taren't the majority owner:
- The owner’s or your business partner’s photo ID.
- A signed letter of permission from the majority owner, your business partner, or if no majority owner exists, all owners.
Articles of organization or an Operating agreement, with the owner’s name and title.

Other business

Your photo ID (driver's license, state-issued ID, or passport).
If you are not the majority owner:
- The owner’s or your business partner’s photo ID.
- A signed letter of permission from the majority owner, your business partner, or if no majority owner exists, all owners.
The Articles of organization, Articles of incorporation, Corporation bylaws, or Shareholders agreements, with the owner’s name and title.

Non-profit

Your photo ID (driver's license, state-issued ID, or passport).
If you are not the majority owner:
- A photo ID of the non-profit’s president or director.
- A signed letter of permission from the non-profit’s president or director.
Articles of incorporation, Non-profit corporate bylaws, or a board of trustee meeting minutes that shows the chairperson or president by name, and who the new Primary Administrator should be (Recommended).

Not a business or non-profit

Your photo ID (driver's license, state-issued ID, or passport).
If you aren't the person in charge of what goes into the QuickBooks account:
- A photo ID of the QuickBooks account admin.
- A permission letter signed by the QuickBooks account admin.

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

A notarized document that reflects the name of the executor of the estate for the deceased owner.
A photo ID and permission letter from the executor of the estate, authorizing you to become the primary admin on the account.

Before you continue, if you don’t have an Intuit Account, create one.

Complete the form

If you’re not already signed in to your Intuit account, sign in (Take me there). Then refresh this page in your web browser.
Set your browser to full screen.
Select Request Primary Administrator Update, below. Then complete the form.

Note: If you can't see all options or questions on the form, zoom out until you can.

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.

Note: Set your browser to full screen when submitting the business change request (BCR) form. If full screen still doesn’t show all options/questions, decrease your screen resolution (zoom out) to between 66% and 55%.

If we approve your request

We’ll let you know that we transferred the primary admin or contact role to you. 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 let you know if a specific document is missing, illegible, or doesn't meet the criteria for approval. You’ll need to fill out the form again and upload all of the required documents for your security.