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chic316860
Level 3

how do we change primary admin?

we have the three user version of quickbooks. we currently have an inactive person listed as the primary admin, plus myself as company admin, and third person that does the payroll. we just appointed a new treasurer and would like to have her become the primary admin. i have read a few on0line articles and the instructions say that you can elevate an existing user to the primary admin position. but we already have three users defined so i don't think i can add the new person as a user. is there a way to remove the existing primary admin so we have a vacant user position open? then i would think we could add the new person and then elevate her to primary admin. any ideas on how to do this?

2 Comments 2
carneil2
QuickBooks Team

how do we change primary admin?

I'll help you through the process of transferring the Primary Admin role and resolving your user limit concern in QuickBooks Online (QBO), chic316860.

 

Since the Primary Admin is inactive, you'll need to request to become the Primary Admin yourself.

 

Once you have the role, you'll have the necessary authority to manage all the users, including deleting the inactive ones. Here's how:

 

  1. Go to the Gear icon and select Manage users.
  2. Select the ellipsis or dropdown icon on the user you want to delete, then select Delete.
  3. Click Delete user from the pop-up window to confirm.

    admin.png

 

Once the slot is vacant, you can now add the newly appointed treasurer as a user with an Admin role. You can see this article and see the Add a new user section for a detailed step-by-step process: Add and manage users.

 

After that, you're now ready to transfer the primary admin role to the new user.

 

You can always rely on the Community space for additional assistance with user roles and access. We're determined to help you in any way we can.

carneil2
QuickBooks Team

how do we change primary admin?

Hi, @chic316860.

 

I just wanted to follow up to check if the resolution we provided helped resolve your issue.

 

Please let us know if everything is now working as expected or if you’re still experiencing any problems.

 

We’ll be glad to assist further if needed.

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