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MaryAnn_E
QuickBooks Team

How can I change the master admin on our account?

Hey there, @bl11.

 

 

Thanks for taking the time to reach out for support here in the Community. I'd be glad to lend a hand with changing the Master Admin.

 

Before you begin, the person you'd like to assign the role of the new Master Admin must be a current Company Administrator. Once this is done, there are a few steps to change the Master Administrator in QuickBooks Online. Here's how:

 

  1. Click the Gear icon in the top right corner.
  2. Select Manage Users.
  3. Locate the user you'd like to transfer Master rights to.
  4. Choose to Make master admin from the drop-down.
  5. Choose to Make master admin once more to confirm.
  6. An email invitation will be sent to this person. They will need to accept the invite to become the new Master Administrator.

 

I've got an article for you that explains how to add a new Company Administrator if the individual isn't already, and more details on the transfer process. You can check it out here: https://quickbooks.intuit.com/community/Account-management/How-to-transfer-the-role-of-Master-Admini...

 

I'm only a post away if you need anything else about QuickBooks. Have a great day.

bl11
Level 1

How can I change the master admin on our account?

Thank you for your reply.

The issue I have is that, when you drop the arrow on the Action column, I only get the option to "view activity" or "delete", I do not get the option to transfer the Master Admin.

katherinejoyceO
QuickBooks Team

How can I change the master admin on our account?

Thanks for actively responding, @bl11

 

As per my peer, @Mark_R on his previous response, changing the Master Admin on the account depends on who's paying the subscription to Intuit. 

 

It could be that you're subscribed through your accountant, this is why the option to transfer the Master Admin isn't available on your end. Can you please confirm if this is true? If so, you'll have to contact him/her to help you transfer the Master Admin rights of your account.

 

If this isn't the case, can you confirm that you are the current master admin? Because only the current admin has the ability to manage all users and transfer your role to someone who needs to manage your company in QuickBooks. Refer to this article for more insights: Change your QuickBooks Online master admin user.

 

If you are and the option is still unavailable on your end, I'd recommend contacting our QuickBooks Support team to take a closer look at the issue and help you transfer the Master Admin rights. 

 

Otherwise, submit a request to update your email to maintain access to QuickBooks as the master admin of the account through this link: https://help.quickbooks.intuit.com/en_us/update_email.

 

Feel free to get back and know that we're always delighted to help if you have more concerns. Stay safe. 

bl11
Level 1

How can I change the master admin on our account?

How can I tell who is paying the bill?

 

BC

GraceC
QuickBooks Team

How can I change the master admin on our account?

Hello there, @bl11.

 

You can go to the Audit log and check who paid the bill in QuickBooks Online (QBO).

 

Here's how:

  1. Go to the Gear icon.
  2. Under Tools, select the Audit log.

Once done, you can hit Filter the button and enter the information needed to narrow the results and click Apply.

 

For more detailed information, you can refer to this article: The Audit Log: What it is, How to Use it.

 

Also, let me share this article in case you want to learn more about how to customize your reports in QuickBooks Online.

 

Keep posting in the Community space if you have any other questions. Have a nice day!

 

bl11
Level 1

How can I change the master admin on our account?

The account is under my wholesale account billings, so I guess I pay the fees for it.

I really would like to get this client of our list, but I cant seem to transfer the Master Admin

Joseph_A
QuickBooks Team

How can I change the master admin on our account?

Hello, @b11.

 

Thank you for posting here in Community, I'm here to provide additional information on how you can transfer Master Admin. You can remove your client from the wholesale billing, doing this they'll have read-only access on QuickBooks. They can get full access after updating their billing info, they also lose any discount that your firm received lastly this doesn't affect your access to their company. Then, you can transfer the master admin.

 

Here's how to do it:

  1. Go to the Gear icon then select Billing and Subscription.
  2. On the Batch Action dropdown, select Transfer billing to client.
  3. Select Remove.

Refer to this article on how to transfer the role of Master Administrator to your client: How to transfer the role of Master Administrator for a QuickBooks Online Accountant firm.


You can also add, delete, or change user access in Quickbooks online.

 

Let me know if there's anything II can help you with. I'm always here to answer if you have additional questions.

brllaurie
Level 1

How can I change the master admin on our account?

I have tried with the past master administrator login information and it is not working. Can no longer login with her information.

 

JoesemM
Moderator

How can I change the master admin on our account?

Hello there, @brllaurie.

 

Let's make sure that you're using the correct login information. You can also ask or contact the past administrator to invite you as the new master admin.

 

Here's what she needs to do:

 

  1. Click on the Gear icon.
  2. Select Manage Users.
  3. Select the Company Admin you wish to transfer the role to 
  4. Click on the arrow-down icon from the action column and choose Make master admin
  5. Select Make master admin again to confirm.

 

There will be an email that will be sent to the user that says you're invited to be the new master admin of the account. Then accept the invitation from the email.

 

However, if the Master Administrator has left the company, I'd suggest contacting our Customer Support Team. They have tools that can assist you to complete a Master Admin Claim. 

 

Here's how to reach them:

 

  1. Sign in to your QuickBooks Online company.
  2. Click the Help icon in the upper right of the screen.
  3. Select Contact US on the pop-up. 
  4. Enter what you're needing assistance with in the How can we help? field and choose Continue
  5. Click Get a callback.
  6. Enter your contact information.
  7. Select Call me.

I have included these articles, should you need a reference about the user types and how to transfer the master admin role in QuickBooks:

 

Let me know if you have follow-up questions, and I'm happy to help you out. Have a good one.

vstone
Level 1

How can I change the master admin on our account?

My old CPA is my Master Admin.  How can I change that role without him having to change it?  I need to give my new CPA access.

Fiat Lux - ASIA
Level 15

How can I change the master admin on our account?

@vstone 

Master Admin owns the file. If you have a Company Admin credential, you may utilize a 3rd party tool to migrate data between QBO accounts.

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

 

JONTOG13
Level 1

How can I change the master admin on our account?

This is not working for me.  I am the master admin and I'm trying to make someone else the master admin.  When I click on the drop down there is no option to do so.  Please help.

Sancus Tax
Level 2

How can I change the master admin on our account?

why doesn't the option appear in my dropdown?

Nick_M
QuickBooks Team

How can I change the master admin on our account?

Hi Sancus Tax. 

 

I'm providing the steps below on how to change the master admin, if you have any issues you'll want to reach out to support for assistance. They will be able to dive into your account and determine why you can't access the steps properly. 

  1. Click on the Gear icon.
  2. Select Manage Users.
  3. Select the Company Admin you wish to transfer the role to 
  4. Click on the arrow-down icon from the action column and choose Make master admin
  5. Select Make master admin again to confirm.

If you have any other questions, feel free to post below at anytime. Thank you and have a nice afternoon. 

john1992
Level 1

How can I change the master admin on our account?

I own the company. I want to be master administrator. 

john1992
Level 1

How can I change the master admin on our account?

i want to change master administrator

 

john1992
Level 1

How can I change the master admin on our account?

help

john1992
Level 1

How can I change the master admin on our account?

help

 

john1992
Level 1

How can I change the master admin on our account?

Change master administrator

 

GraceC
QuickBooks Team

How can I change the master admin on our account?

Hello there, @john1992.

 

Allow me to share some information about changing the master admin role in QBO.

 

As mentioned by my peer above, changing the master admin role on the account will depend on who's paying the subscription to Intuit. 

 

In the meantime, If your accountant is the one paying the subscription, you can contact them. This way, he/she can assist you to transfer the Master Admin rights of your account.

 

However, if the master admin is no longer available. You can follow the steps provided by my colleague Joesem M on how to contact our support team. They can submit the Master Admin Transfer request for you. 

 

Also, to familiarize yourself with the different user types available in QBO, see this article for details: User types in QuickBooks Online. it contains a list of every type of user you can add in QBO, along with a short description of their roles. 

 

Other questions in mind? Let's hear them out. Drop a comment below, and I'll get back to you. 

Fiat Lux - ASIA
Level 15
hearagain2
Level 1

How can I change the master admin on our account?

I am the current master administrator for our Association's QB Online.

 

I have already added and assigned another person as administrator, but I am not given the choice of making her the new Master Admin.  In fact, I can't delete the role from my own user profile.

 

What is going on?

 

Thank you,

Eleanor

Pabz_L
QuickBooks Team

How can I change the master admin on our account?

I appreciate you for performing the steps on transferring the master admin, @hearagain2.

 

If you’re having an issue transferring the master admin role, I recommend reaching out to our support team for assistance. They will be able to dive into your account and determine why you can't access the steps properly. They can also assist you to complete the  Master Admin claim.

 

Here's how to reach them:

 

  1. Sign in to your QuickBooks Online and click the Help icon in the upper right of the screen.
  2. Select Contact US on the pop-up. Then, enter what you're needing assistance with in the How can we help? field and choose Continue
  3. Click Get a callback.
  4. Enter your contact information and select Call me.

 

You may also refer to these articles about the user types and how to transfer the master admin role in QuickBooks:

 

 

Let me know if there's anything II can help you with. I'm always here to answer if you have additional questions. Have a good one.

 

timolson10
Level 1

How can I change the master admin on our account?

Our old admin email no longer exists, and she is no longer willing to help me change the role admin.  How do I transfer this?

 

Rea_M
Moderator

How can I change the master admin on our account?

Hello there, @timolson10.

 

When the current master admin is no longer with the company and isn't cooperative in changing the role, you can request for it to be transferred. This process requires us to pull up your account in a secure environment. With this, I'd recommend contacting our Customer Care team. Before that, you need to gather documents for your request to verify that you have rightful ownership or access privileges for the account.

 

We've updated our support options in QuickBooks Online (QBO). You can request a callback to talk to one of our representatives to relay this matter. You'll first have to check out our support hours to ensure we can assist you on time. Here's how:

  1. Go to the Help menu.
  2. Choose Contact Us
  3. Enter your specific concern in the What can we help you with? field. 
  4. Click Let's talk
  5. Select Get a callback. 
  6. Enter your contact details. 
  7. Click Confirm my call

 

I've attached a screenshot below for your reference.

 

In the meantime, I'm adding this article to learn more about the different options for user roles and access permissions in QBO: 

User roles and access rights. It includes topics about roles that count toward user limits and standard access rights to name a few.

 

You can update me on how it goes by leaving a comment below. If you have other account management concerns in QBO, I'm just around to help. Take care always.

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