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Request to be the primary admin or contact

SOLVEDby QuickBooks618Updated 1 week ago

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

As the primary admin or contact, you can:

Transferring the primary admin role to an accounting firm/firm user can affect:

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

Notes:

  • For any payroll account with a bank account attached for money movement, the Primary Admin for the payroll account must be the business owner’s info, not a firm user.
  • If a support issue arises with money movement, the firm user must transfer the role to a Primary Admin (non-firm user).

If the primary admin or contact is unavailable to transfer the role to you, it’s okay. Even if they’re not around or can’t make the change on their own, you can send a request to our account protection team. Here's what to do.

Step 1: Gather documents for your request

To protect your account and data, we need documentation to verify that you have rightful ownership or access privileges for the account.

The business type and ownership determines which documents we need to verify and assign a new primary admin or contact. Review the following section to find out what you need to provide.

What type of business is this?

Who owns the business?Documents required
I'm the ownerYou’ll need to provide:
  • Your photo ID (drivers license, state-issued ID, or passport).
  • Your business license.
I own no part of this businessYou’ll need to provide:
  • Your photo ID (drivers license, state-issued ID, or passport).
  • The owner's photo ID (drivers license, state-issued ID, or passport).
  • The owner's business license.
  • A letter of permission from the owner.
Who owns the business?Documents required
I'm the ownerYou’ll need to provide:
  •  Your photo ID (drivers license, state-issued ID, or passport).
I own no part of this businessYou’ll need to provide:
  • Your photo ID (drivers license, state-issued ID, or passport).
  • The owner's photo ID (drivers license, state-issued ID, or passport).
  • A letter of permission from the owner.

Note: You’ll need to provide the documents for your ownership type and one of these (the owner/leadership must be in the document by name and title):

  • Articles of organization
  • Corporation bylaws
  • Shareholders agreement
Who owns the business?Documents required
I'm the sole or majority ownerYou’ll need to provide:
  • Your photo ID (drivers license, state-issued ID, or passport).
I'm a 50/50 ownerYou’ll need to provide:
  • Your photo ID (drivers license, state-issued ID, or passport).
  • Your business partner's photo ID (drivers license, state-issued ID, or passport).
  • A letter of permission from your business partner.
I'm a minority ownerYou’ll need to provide:
  • Your photo ID (drivers license, state-issued ID, or passport).
  • The majority owner's photo ID (drivers license, state-issued ID, or passport).
  • A letter of permission from the majority owner.
I own no part of this businessYou’ll need to provide:
  • Your photo ID (drivers license, state-issued ID, or passport).
  • One of the owners' (either sole, majority or 50/50 owner's) photo ID (drivers license, state-issued ID, or passport).
  • A Permission Letter from the Majority owner or if no Majority owner, permission letter with all appropriate owner signatures.

Note: You’ll need to provide the documents for your ownership type and one of these (the owner/leadership must be in the document by name and title):

  • Articles of organization
  • Operating agreement
Who owns the business?Documents required
I'm the sole or majority ownerYou’ll need to provide:
  • Your photo ID (drivers license, state-issued ID, or passport).
I'm a 50/50 ownerYou’ll need to provide:
  • Your photo ID (drivers license, state-issued ID, or passport).
  • Your business partner's photo ID (drivers license, state-issued ID, or passport).
  • A letter of permission from your business partner.
I'm a minority ownerYou’ll need to provide:
  • Your photo ID (drivers license, state-issued ID, or passport).
  • The majority owner's photo ID (drivers license, state-issued ID, or passport).
  • A letter of permission from the majority owner.
I own no part of this businessYou’ll need to provide:
  • Your photo ID (drivers license, state-issued ID, or passport).
  • One of the owners' (either sole, majority or 50/50 owner's) photo ID (drivers license, state-issued ID, or passport).
  • A Permission Letter from the Majority owner or if no Majority owner, permission letter with all appropriate owner signatures.

Note: You’ll need to provide the documents for your ownership type and one of these (the owner/leadership must be in the document by name and title):

  • Articles of organization
  • Articles of incorporation
  • Shareholders agreement
  • Corporation bylaws
Who owns the business?Documents required
I'm the sole or majority owner.You’ll need to provide:
  • Your photo ID (drivers license, state-issued ID, or passport).
I'm a 50/50 ownerYou’ll need to provide:
  • Your photo ID (drivers license, state-issued ID, or passport).
  • Your business partner's photo ID (drivers license, state-issued ID, or passport).
  • A letter of permission from your business partner.
I'm a minority ownerYou’ll need to provide:
  • Your photo ID (drivers license, state-issued ID, or passport).
  • The majority owner's photo ID (drivers license, state-issued ID, or passport).
  • A letter of permission from the majority owner.
I own no part of this businessYou’ll need to provide:
  • Your photo ID (drivers license, state-issued ID, or passport).
  • The owner's (or majority owner's) photo ID (drivers license, state-issued ID, or passport).
  • A letter of permission from the owner (or majority owner).

Note: You’ll need to provide the documents for your ownership type and one of these (the owner/leadership must be in the document by name and title):

  • Articles of incorporation
  • Non-profit corporate bylaws
  • Recommended: A board of trustee meeting minutes that shows the chairperson or president by name and who the new Primary Administrator should be.
Are you the president or director of the non-profit?Documents required
YesYou’ll need to provide:
  • Your photo ID (drivers license, state-issued ID, or passport).
NoYou’ll need to provide:
  • Your photo ID (drivers license, state-issued ID, or passport).
  • A photo ID of the non-profit’s president or director (drivers license, state-issued ID, or passport).
  • A signed permission letter from the non-profit’s president or director.
Are you the person in charge of what goes into this QuickBooks account?Documents required
YesYou’ll need to provide:
  • Your photo ID (drivers license, state-issued ID, or passport).
NoYou’ll need to provide:
  • Your photo ID (drivers license, state-issued ID, or passport).
  • A photo of the person in charge of what is going into this QuickBooks account (drivers license, state-issued ID, or passport).
  • A signed permission letter of the person in charge of what is going into this QuickBooks account (drivers license, state-issued ID, or passport).

Note: If the primary admin or contact was the owner and is deceased, then you’ll need to provide the same documents as above. You’ll also need to provide one of the following business documents:

  • Proof of Transfer of Ownership
  • Power of Attorney

Step 2: Complete the form

You'll need to sign in with your email to view the form. If you don't see a form at the bottom of step three, sign in to your Intuit Account to access QuickBooks. If you don't have an Intuit Account, create one.

Once you've signed in, or have created an account, return here and refresh this page in your web browser.

Important: Help us get your request approved quickly and safely. Please make sure:
  • You are signed in so you can see the form.
  • Your photo ID is unedited and unmarked, and a valid driver's license, passport, or other government-issued ID.
  • You have all the required business documents you gathered in step 1.
  • The business documents show the owner, chairperson, or leader of the business operation.
  • All documents are clear, legible, and shouldn't show your Social Security Number, to protect your privacy.
  • To provide a business license or Quickbooks Desktop License (if applicable) when asked for a license.
  • To add documents indicating ownership or authorship of the QuickBooks account if you are prompted for documents that aren't applicable.

Ready to send your request? Complete the form below

Important: Make sure to update your browser to the latest version to view the widget successfully.

Step 3: 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. Be on the lookout for an email from no_response@intuit.com.

If we approve your request

We’ll let you know that we transferred the primary admin or contact role to you. All you'll need to do is sign in using the email address you provided us 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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