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dodah
Level 1

logging account as primary user

I am some how listed as an authoized user but also primary user.   It will not let me edit account  . Should i delete authorized user if possible.   Is there a phone number to call to do this it seems that qb has done away with any way to call contact. .

19 Comments 19
SarahannC
Moderator

logging account as primary user

Hello there, dodah.

 

You can keep yourself as a primary user and remove the authorized one. Here's how:

 

  1. Sign in to My Account
  2. In the Manage your QuickBooks page, select the product or service you would like to manage.
  3. At the upper right of the page, check if you're opening the correct account.
  4. Scroll down to the Authorized Users section.
  5. From the list of contacts, choose the name of the user you need to delete or remove.

 

For further guide, you can always contact our support team within your company file. you can always go to the Help menu, click QuickBooks Desktop Help, or press F1 on your keyboard. Then, select Contact us button. Also, here are some articles that you can check for additional reference:

 

 

I'm right here if you need additional help. Just let us know by commenting below. Take care always.

SarahannC
Moderator

logging account as primary user

Hi dodah,


Hope you’re doing great. I wanted to see how everything is going about the issue of editing account you had earlier. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.


Looking forward to your reply. Have a pleasant day ahead!

rrobinson1
Level 1

logging account as primary user

I seem to be only a primary user on the account and the account seems to have no authorized users.  I'm the person who takes care of the entire QB and I can't seem to access areas of QB.  For instance, when I click on "manage account" under payroll, I get no where.  I started this process because I'm trying to get rid of the issue I'm having with "Update your payroll account info by August 31st".

 

ZackE
Moderator

logging account as primary user

Thanks for getting in touch with the Community, rrobinson1.
 

To confirm my understanding, are you the primary or secondary admin? If you have two administrative roles, both can edit users and their permissions. This could explain why you're unable to access your Manage Account section, if things were changed by another administrator. You can review your list of users and their roles by going to Company, Users, Intuit Account User Management, then Users.
 

Also, are you seeing any error messages when clicking Manage Account, or does a new window appear that never loads anything from what you can tell? The more details I can get, the better of an understanding I'll have as to what may be happening.
 

I've additionally included a detailed resource about the information Intuit needs from your business and Principal Officer by July 31, 2021 which may come in handy moving forward: Understand why you need to update your account info for payroll

 

I'll be looking forward to hearing back from you. Have a wonderful day!

rrobinson1
Level 1

logging account as primary user

I should be the only one using this account.  When you say this "ou can review your list of users and their roles by going to Company, Users, Intuit Account User Management, then Users." Do you mean in my QB program?  Because there I click on Company, I get a drop down menu but don't have just "Users", I have "Set up users and passwords" and then from there I get another drop down where I can choose "Intuit Account User management".  If I click on that I go nowhere.  Also, when I click on "Manage Account" i get no error, I get nothing.  I also have read "WHY" this needs to be updated and understand that, I just can't seem to get it updated. 

Now, if I log into my intuit account on line, I see I am a primary account user, I think, and when I click on the link "change" it gives me this:  "It looks like there are currently no authorized users. Would you like to add and invite a new user to become the primary contact?

Once you make someone else a primary contact, you’ll:  1) move all primary contact permissions to them, including the ability to edit billing and payment details; and 2) be reassigned as an authorized user after they accept your invite."  But at the top here, it says I'm an "authorized" user at the very top of the page in grey. 
I'm so sorry about this but I am sooo totally and utterly confused.  I started this whole process because I just wanted to get my QB updated as required.
SashaMC
Moderator

logging account as primary user

Hey rrobinson1,

 

Thank you for providing those details. Since you are the only one using the account, you do classify as the Admin. However, since you are unable to update, it will be best to call us to look into this matter further. Our team has the tools to look at your account, verify some information and even do a share screen to assist you each step of the way. To connect with us, here's how:

 

  1. Go to the Help menu, then click Contact Us.
  2. Enter your concern in the description field and hit Let's talk.
  3. Choose either Start messaging or Get a callback
  4. Add your contact information.

 

Don't hesitate to let me know how the interaction goes. Please stay in touch with me if you need anything else with QuickBooks. I'm always right here to help.

DLondon
Level 1

logging account as primary user

I am signed into QBooks as the primary user, however when I try to make changes it is telling me that I am signed as the authorized and can not make the changes I want to make. The upper top right indicates that I am signed in as the primary based on the email address. The pop-up tells me that I am signed on as the authorized rather than the primary when I try to make changes. Why is this happening. 

NinaS
Level 1

logging account as primary user

I am having the same issue.  Every time I try and update the payroll I get an error message saying I am not authorized and I need permission from my primary admin. I AM the primary admin and logged in as admin and single user mode and have been dealing with this issue for months. 

LieraMarie_A
QuickBooks Team

logging account as primary user

Hi there, @NinaS. Happy to chime in and share additional steps on how to get your payroll info updated.

 

You’ll need to do these two things to update the business and principal officer info:

  1. Get the latest QuickBooks Desktop release.
  2. Sign in as the Primary Admin in your QuickBooks company file and sign in through your Intuit Account

 

You can update your QuickBooks Desktop from our official website to get its latest features and fixes.

  1. Go to the Downloads & Updates page.
  2. Click the standard setup link.
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  3. Select the country, product, & version and click the Search button.
  4. Click the Get the latest updates link.
    Capture.JPG
  5. After downloading the updates, navigate to the Downloads folder of your computer and double click the update file to initiate the installation process.
  6. Follow the prompts on the screen to install the updates.
  7. Restart your computer after the update is installed successfully.

 

Then, sign in as the Primary Admin in your QuickBooks company file and sign in through your Intuit account. To verify if you're logged in as the admin, follow these steps below:

  1. Go to the Company menu.
  2. Select Set Up Users and Passwords.
  3. Choose Set Up Users.
  4. From the User List window, check if the admin user shows as "logged on."

 

After that, sign in through your Intuit account.

  1. Go to the Company menu and select My Company.
  2. At the upper-right corner, click the Sign In link. the Intuit account Sign in window displays, pre-filled with the email entered on the previous window. If you already have an Intuit account for this email, enter the password.
  3. The Intuit account window closes after you successfully login to your existing Intuit account or newly-created Intuit account. This account login is now considered the Primary Admin for the Intuit account.

 

You can visit this Blog for more info: Intuit account – Why now for QuickBooks Desktop?.

 

Once done, follow the steps provided by my colleague on how to update your QuickBooks Desktop Payroll information. You can check out this article to learn more about it: Understand why you need to update your account info for payroll.

 

I'm always here if you have any follow-up questions about this process. I'm determined to ensure your success. Have a good one.

Dean Smith
Level 1

logging account as primary user

My name is use as primary contact and user contact so the system always sees me at the user contact and I want to be signed in at the primary contact

 

AlexV
QuickBooks Team

logging account as primary user

Hi Dean Smith!

 

Thanks for joining this post. Allow me to assist you in updating the primary contact.

 

You'll need to log in to your Customer Account Maintenance Portal (CAMPs). This is where you can manage your accounts, products, contacts, billing, and user access.

 

From there, you can modify or remove users on your file. Also, make sure to use the login credentials linked to your primary access. Follow these steps:

  1. Sign in to My Account
  2. On the Manage your QuickBooks page, select QuickBooks Desktop.
  3. Scroll down to the Authorized Users section.
  4. From the list of contacts, choose the user you need to delete or remove.
  5. At the bottom of the user's Contact Info, click Remove User.
  6. In the confirmation window, tap Remove.

 

I'll be on the lookout for any additional questions you may have. Take care.

MJtwt
Level 1

logging account as primary user

I am having the same issue.  I am the owner of the license, the Primary Contact and an Authorized User.  I am trying to change my automatic payment type and can't get access to do this without deleting myself and checking a dropdown of reason why and none of the reasons are applicable.  It wants me to remove myself and that isn't what I want to do.  But I can't do anything because I am both Primary Contact and Authorized user!

 

ReymondO
QuickBooks Team

logging account as primary user

Hey there, @MJtwt.

 

Thanks for joining the thread and sharing your concern in the QuickBooks Community. Let me jump into this thread and share you a further troubleshooting steps. 

 

Have you already tried the suggested steps above? If so and yet you're still getting the same error, I'd recommend contacting our QuickBooks Support Team. That way, they can check your account help you change your automatic payment type. Here's how to connect with them:
 

  1. Go to the Help icon and select QuickBooks Desktop Help.
  2. Click Contact Us.
  3. Write your concerns in the description box, then select Continue.
  4. Select which one of the support options you'd like to use.

 

Please check out our support hours to ensure that we address your concerns on time.

 

Additionally, here are some articles that you can check for additional reference in managing users:

 

 

The Community always has your back, so please let me know if you have any other questions. I'll be more than happy to help. Keep safe.

Vijay Ahuja
Level 1

logging account as primary user

I am listed as primary user and authorized user. I need to update the credit card on my account. I tried the best I could, but I cannot remove myself as authorized user. If I try to update, I am listed as primary user and authorized user, and so cannot update my credit card. 

Vijay Ahuja
Level 1

logging account as primary user

I tried what you are suggesting, and when I try it, it says only the primary user can remove the authorized user account. The problem is that I am a primary user, and I am trying to remove myself as authorized user. And your software apparently has a bug, since it thinks I am not a primary user and a primary user at the same time. 

JenoP
Moderator

logging account as primary user

We'd want to make sure that you're able to update your card for QuickBooks subscriptions, Vijay.

 

You should be able to make changes to your account since you're listed as a primary user. Although, you can try adding a new primary and check if that would allow you to update the credit card details. Here's how: 

 

  1. Log back in to your account and scroll down to the Primary Contact section.
  2. Click Change and select a new primary contact from the list of contacts on the account.
  3. Select Save and Close.

 

Once done, let the new primary contact to do the changes. If the other user is able to do it, don't forget to let them change the information back and make you the primary user again.

 

If you're getting the same result, I recommend reaching out to our customer support teams via phone call or chat. They can take a look at your account and help you update your credit card details as well. 

 

Here's how:

 

  1. Go to the Help icon and select QuickBooks Desktop Help.
  2. Click Contact Us.
  3. Write your concerns in the description box, then select Continue.
  4. Select which one of the support options you'd like to use.

 

qbdt help.PNG

I also have these articles to share for additional references about managing your account:

 

 

Don't hesitate to keep me posted if you're able to update the billing details. You can also post more questions if you need anything else. 

happytrails9384
Level 1

logging account as primary user

Quickbooks you suck!!!!

 

 

 

have been logging in forever and all of a sudden I am not a primary user???GTFOOHWTBS 

 

 

 

 

Apopkadental
Level 1

logging account as primary user

I'm having this same issue. For some reason, my primary account is also listed as the authorized user -- my primary account email address appears under both the primary account and authorized.  When I log in using my primary account email address, it automatically treats me as the authorized user. I'm unable to make any changes to my account, manage users, update payment methods, etc and Quickbook/Intuits asks me to contact the primary user to change it -- which is ME! I'm stuck in this circular loop. I'm logged in under my primary account email address but it treats me as the authorized user instead. How can I remove the authorized users???

IrizA
QuickBooks Team

logging account as primary user

Let me route you to the right support, Apopkadental

 

Since you've mentioned that you've logged in using your primary account yet it treats you as the authorized user, I recommend contacting your desktop support. This way, they can help you figure out the cause of this matter and be able to give you some helpful workarounds. 

 

Here's how: 

 

  1. Go to Help.
  2. Select QuickBooks Desktop Help/Contact Us.
  3. Select Contact Us.
  4. Type your issue in the space provided, then select Continue.
  5. Sign in to your Intuit account, press Continue, and then Continue with my account. If you don't already have an account, make sure to Create a new account.
  6. We'll email you a single-use code. Enter your code and select Continue. If you have more than one account, select the account you want to use and then Continue.
  7. Select to chat with us or Have us call you. 

 

You can also refer to this guide to learn more about how to contact our QuickBooks Desktop support: Contact QuickBooks Desktop support.

 

In addition, you can utilize this material if you want to manage authorized users in QuickBooks Online Payroll and your QuickBooks account (CAMPS): Add, edit, and remove authorized users

 

Rest assured that we're always here to help you if you need further assistance. Just enter them in the comment section so that we can properly assist you.   

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