
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.
We made some changes to our terms for QuickBooks Desktop Enterprise Gold and Platinum editions. Visit camps.intuit.com today to review and consent.
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.
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.
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