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rgardner1
Level 1

Multiple user names

Do we need both a PRIMARY and a COMPANY ADMIN? Currently we have the same user name for both type accounts. Can we eliminate one of them if it is taking up a user spot? If so, which one?

 

#1 

Randy Gardner[email address removed]Primary adminACTIVE

 

#2 

Randy Gardner[email address removed]Company adminACTIVE
1 Comment 1
MJoy_D
Moderator

Multiple user names

You don't necessarily need both user roles, @rgardner1. Allow me to explain the difference between these two roles.

 

If you're referring to QuickBooks Online (QBO), the primary and the company admin have the same role except that the company admin can't edit or remove the primary admin's access. By default, the primary admin is the person who initially set up the account. However, you can transfer the role to another user.

 

Yes, you can keep one user role by removing the company admin of the account.

 

Here's how:

 

  1. Sign in as the primary admin of the account.
  2. Go to the Gear icon () and choose Manage users.
  3. Find the company admin and then select Edit in the Action column.
  4. Click the Delete icon 
  5. Select Save.

 

Check out these articles for more information about the different roles. It'll also guide you with managing and deleting user roles in QBO:

 

 

If you're referring to QuickBooks Desktop (QBDT), here's how you can review roles and permissions: 

 

 

Refer to the following article for more information about using the audit log in QuickBooks Online to see who made changes to your books and what they did.

 

If you have any questions or concerns regarding your company's primary or company admin, feel free to return to this thread. I'm always here to assist you. Have a great day!

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