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Fiat Lux - ASIA
Level 15

How can I change the master admin on our account?

@Ewai 

It's very likely that your Primary Admin has removed your email address from the user list completely. You may have an Intuit account but not be associated with any QBO account.

Ewai
Level 1

How can I change the master admin on our account?

Hi, 

 

But I am still the primary admin listed on TSheets account:

Capture.JPG

 

Then, how to find who is the primary admin? I tried a few email addresses but they cannot find any accounts associated with my company.

SashaMC
Moderator

How can I change the master admin on our account?

Hello Ewai,

 

Thanks for being a part of the Community! Please look forward to a private message from my colleague. She will be looking into this for you further.

Jeff19561
Level 1

How can I change the master admin on our account?

How do I change the administrator for our Quickbooks Nonprofit Premiere?

Rasa-LilaM
QuickBooks Team

How can I change the master admin on our account?

Welcome to this thread, Jeff19561.

 

Let's go to the Company menu or log in to your Intuit Account User Management to change the primary administrator. I'm here to help and guide you on how to get there.

 

  1. Sign in to  Intuit Account User Management from a web browser or open your QuickBooks Desktop (QBDT) and go to the Company menu to select Users and choose Intuit Account User Management.
  2. Select the company file you’d like to transfer, then select Continue.
  3. In the Users tab, select the current primary admin and choose Change primary admin from the Action column.
  4. From the drop-down, choose which user to transfer the primary admin role. If the user isn’t listed, you’ll have to add them to the account.
  5. Tick the box to verify you’ll become secondary admin and choose Verify.

 

Next, inform the new admin to check their mail and look for the invitation. They'll have to select Accept Invite and sign in using their Intuit account credentials.

 

For more in-depth information into this process, you can read through this article: Transfer the primary admin role in QuickBooks Desktop. It includes instructions on how to accept the primary admin invitation, transfer the admin role without their Intuit account credentials, and change the email address linked with your Intuit account.

 

Additionally, these resources will guide you on how to manage users in QBDT and create a QuickBooks administrator.

 

 

Reach out to me again if you have additional questions about managing users or permissions in QuickBooks. I'll be glad to lend a helping hand. Have a great day ahead.

siefkenps
Level 1

How can I change the master admin on our account?

The email that is noted as the master administrator's is no longer available and I'm unable to change it to the correct one so that a request can be sent to get approval. Can you help me with this please?

Fiat Lux - ASIA
Level 15

How can I change the master admin on our account?

MichelleBh
Moderator

How can I change the master admin on our account?

Yes, I'm happy to help you with this, @siefkenps. I have a way on how to transfer the QuickBooks master admin role.

 

I'll make sure that you can change the master admin as quickly as possible. This way, you can manage all the data in your QuickBooks Online without any restrictions. 

 

Since you don't have access on master administrator's email, I'd suggest directly proceed with requesting the primary admin rights, as my colleague mentioned in this thread. 

 

Here's the step-by-step procedure: 

 

  1. Gather your documents for the request. This will depend on business type. Click the link in Step 3 to see the need documents.
  2. Sign in to your Intuit Account
  3. Go to this link to see the form: Request to be the primary admin or contact.
  4. Complete the form, then send your request.

 

 

Once done, your case will appeal to our team. If you need extra help to kick start this process, feel free to reach out to our support agents. They'll be ready and waiting to transfer your admin role in no time! To reach them visit this link and select your product: Contact QuickBooks products and services Support. Make sure to contact them within business hours to ensure a swift response. 

 

In addition, check out our QuickBooks Community Article to help you manage your QuickBooks data, user management, user credentials, and others. Please select your specific products to see the precise articles. 

 

Feel free to drop a line if you're struggling with QuickBooks. I'd be happy to offer you my advice, and I'll be up in the cabin, siefkenps.

RAAZ
Level 1

How can I change the master admin on our account?

MY ADMNISTRATOR WHICH IS MY CPA PUT HERSELF AS THE MASTER ADMIN AND ME AS A USER, BUT NEVER SENT ME AN INVITATION TO BE A USER AND NOW I CANT GET IN TOUCH WITH HER TO CHANGE IT, BUT THE PAYMENT FOR QUICKBOOKS IS COMING OUT OF MY BANK ACCOUNT. SO HOW CAN I CHANGE THIS IF I CANT GET IN TOUCH WITH MY OLD CPA?

Fiat Lux - ASIA
Level 15

How can I change the master admin on our account?

@RAAZ  

Need to clarify this. Did you give your credit card credential to your CPA to open QBO account for the first time and pay the monthly subscriptions to date?

RCV
QuickBooks Team
QuickBooks Team

How can I change the master admin on our account?

I know that this hasn't been easy because you can't contact your old accountant, RAAZ. 

 

We can change the billing information by signing in as the primary admin. Since the primary one or contact is unavailable and if you are the one paying the QuickBooks Online (QBO) subscription, we can request to transfer the role to you.

 

Even if they’re not around or can’t make the change on their own, we can send a request to our account protection team. Here's what to do:

  1. Gather your documents for the request.
  2. Sign in to your Intuit Account to see the request form.
  3. Complete the form, then send your request.

 

For the steps and details, just follow the steps in this article: Request to be the primary admin or contact. To transfer the primary admin user in your account, refer to this article: Change the primary admin user in QuickBooks.

 

Once done, your case will be reviewed by our team and you'll receive an update on its status. If you need further assistance with the process, I'd suggest contacting our Customer Support Team. They have the tools to up your account in a secure environment and help you with this one. Here's how to contact them: 

  1. Sign in to your QuickBooks Online company.
  2. Go to the Help menu.
  3. Select either tab to get started:
  • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
  • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with support.

 

Feel free to browse this link here if you need help with other tasks in managing your Intuit account. It'll route you to our managing account topics with articles.

 

If you have any other questions about managing users' roles and permissions in QBO, please let me know by adding a comment below. I'm more than happy to help. Have a great day ahead. 

trinainoly
Level 1

How can I change the master admin on our account?

This didn't work & the Primary Admin has not changed after completing these steps.

ReymondO
QuickBooks Team

How can I change the master admin on our account?

Thanks for joining the thread, @trinainoly.

 

Can you share the error you're getting when transferring the primary role in QuickBooks Online (QBO). This way, we can provide the right steps in addressing the issue.

 

If you already did the suggested troubleshooting steps, I'd recommend reaching out to our QuickBooks Phone Support. This way, they can provide you with further assistance in transferring the access. Here's how to connect with them:

 

  1. Click the Help menu in the upper-right hand corner and click Talk to a human.
  2. Type in "Talk to a human", then press Enter.
  3. Look for I still need a human and click on it.
  4. Select Get help from a human.
  5. Choose between Chat with usSchedule an appointment, or Have us call you.

 

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

 

Take note, you'll have to gather documents as proof of the ownership of the company.

 

I've added this article that has detailed information on what documents are needed: Request to be the master admin or primary contact.

 

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.

cbcavnar
Level 5

How can I change the master admin on our account?

Not true.

 

We bought a CPA practice a year ago, and still cannot get the primary admin changed for any of the QBD accounts. Have spent hours and days with promises of it being done, and we are still in the same starting position.

 

Is there anyone at Intuit who will actually get this fixed?

KlentB
Moderator

How can I change the master admin on our account?

Hi there, cbcavnar.

 

We appreciate the time you've spent in reaching out to us, We want to make it up to you by making sure you get the help you need with your master admin transfer request. 

 

After sending the request to be the primary admin or contact for a QuickBooks account, you'll need to submit additional documentation to verify that you have rightful ownership or access privileges for the account. You will receive an via email with the status of your request.

 

If you didn't receive one, I'd recommend still contacting our Customer Care Team so we'll be able to follow up on your case. here's how to connect with us:

 

  1. Open QuickBooks.
  2. Go to Help, then select QuickBooks Desktop Help.
  3. Select Contact Us.
  4. Give a brief description of your issue, then select Let's talk, and then choose a way to connect.

I'm also adding this article to learn how to manage your accounts, products, contacts, billing , and user ID access: Change, manage or update your Intuit account with CAMPs.

 

Feel free to drop me a reply below if you need further assistance. I'm more than willing to lend you a hand.

 

Paramount Simone
Level 2

How can I change the master admin on our account?

There is no 'action' column............

Rubielyn_J
QuickBooks Team

How can I change the master admin on our account?

Thanks for joining this thread, @Paramount Simone. I'm here to ensure that the Action column will be available on your end.

 

If you're trying to change the primary admin user in your QuickBooks Online account and the Action section is missing, we can perform some troubleshooting steps to fix this. There are times that the browser is full of frequently accessed page resources, which causes some errors or unusual responses. Let's start accessing your account using a different or a private browser. You can use either of these shortcut keys:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

Once the Action column is already available, go back to your regular browser and clear its cache. This is done to speed up the process next time you do a transaction in QuickBooks Online. Also, an alternative way is to use other compatible browsers.

 

If you're using the desktop version of QuickBooks and the Action section is unavailable, we can use the Verify and Rebuild tool to automatically fixes minor company file data issues.

 

To proceed, here's how:

 

  1. Select the File menu.
  2. Hover over Utilities and choose Rebuild Data.
  3. On the QuickBooks Information window, click OK. Follow the onscreen steps to save a backup.
  4. Let the tool repair your file. 
  5. When the tool finishes, choose OK.
  6. Select the File menu again. Then hover over Utilities and select Verify Data.
  7. Let the tool check your file for data issues.

 

If QuickBooks doesn't see any problems, click OK. You can keep using your company file. You don't have any data damage. If QuickBooks finds an issue with your company file, select Rebuild Now.

 

In addition to that, I'll be adding these articles to help manage users in your QuickBooks Online and Desktop file:

 

 

That should do it! Keep me posted if you have further concern changing primary admin and other user roles in QuickBooks. I'll be happy to assist you. 

VMHS23
Level 1

How can I change the master admin on our account?

I am changing accounting firms. I gave notice to the existing firm. They shut down my QB online account in like 5 minutes. I am locked out of payroll and the firm says that since they shut down my account that they cannot access my account. I cannot change the Master admin because the former accounting firm's accountant is still listed as primary admin. My action for my user type is limited to view user activity and I cannot delete the accountant because I am still listed as the Admin user type. This is utterly frustrating. Your help is appreciated.

 

Greg

Fiat Lux - ASIA
Level 15

How can I change the master admin on our account?

@VMHS23 

If your QBO account is still active and your current Primary Admin refuses to transfer the role to your end, Intuit will not help resolve your dispute. As long as you can access your account as a Company Admin, you can migrate your data manually or purchase a third party service to do so.

tfergie
Level 1

How can I change the master admin on our account?

submitted a claim to change my master admin account to me on 01/03/23.  checking the status

 

MJoy_D
Moderator

How can I change the master admin on our account?

I can share some information about changing the master admin of your account, @tfergie.

 

After sending your request for changing the master admin of your QuickBooks account, you'll get an update via email with the status of this request when we complete our review. You can get an email from no_response@intuit.com. 

 

If we approve your request, you can now use the email address you've provided us the next time you use QuickBooks. If not, try to check for any info that's still missing, fill out the form again and upload all of the required documents.

 

In case you haven't received any emails from us, I suggest reaching out to our Customer Support for QuickBooks Online (QBO) by going to the Help icon at the top right of the account. They can check the status of your request in a safe and secure environment.

 

Follow the steps below: 

 

  1. Go to the Help icon to connect to a live support agent.
  2. Click on the Contact Us button and provide some details about this concern.
  3. Provide us with some information about your concern in the What can we help you with? box and click on Continue.
  4. You'll now be provided options on how to connect to our Customer Support.

 

Check this article for more information about the different types of support we offer and their availability: QuickBooks Online Support.

 

You can always get back to this thread if you have questions or other concerns with changing the master admin of your account, by leaving a comment below. I'm always here to assist. Have a great rest of the day!

lordel54
Level 1

How can I change the master admin on our account?

I am no longer the treasurer and need to remove my name and add new contract and primary users name

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