How can I change the master admin on our account?

Hi..I have problem to change Master Admin. Can you help me?

I'll be your guide today in changing your company's Master Admin, nnaziz.

When transferring the Master Admin access, you'll have to ensure that the user is already added as a Company Admin. If not, you can follow these steps to set up the user first:

1. Click the Gear icon in the upper right-hand corner of the Dashboard.
2. Under Your Company, click Manage Users.
3. Click the Add user button in the upper right-hand corner.
4. Select Company Admin, and then click Next.
5. Enter the new user's profile information.
6. Click Save.

Then, let the user check their email to accept the invitation. Once done, you can follow the steps given by my colleague above to successfully transfer the Master Admin rights.

If you need more help with this, just let me know. I'll be around to assist you further.

What if the Master Administrator has left the company?  How do I transfer Master Administrator rights in this case?

Thank you,

Jennifer Emery

[email address removed]

Hello, Delta19.

Thanks for contacting the Community for support. I'd be glad to help point you in the right direction to transfer the Master Admin rights.

In this particular case where the Master Administrator has left the company, you'll need to call in to speak with a member of the Support Team. An agent will assist you by gathering the necessary info to complete a Master Admin claim. Once the claim is finished, the rights will be transferred to your or any other desired account user. The following steps will get you in contact with an agent:

1. Click the Help button in the top right corner.

2. Select Contact Us.

3. Enter Support in the field and choose Let's talk.

4. From here you can select to receive a callback at a time that's convenient for you.

Please feel free to follow up with me here and let me know how the conversation goes. I'll be here to help in any way that I can.

Hello, did you get a respond, what are you doing - I'm in the same situation now... 

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@MorganB wrote:

Hello, Delta19.

 

Thanks for contacting the Community for support. I'd be glad to help point you in the right direction to transfer the Master Admin rights.

 

In this particular case where the Master Administrator has left the company, you'll need to call in to speak with a member of the Support Team. An agent will assist you by gathering the necessary info to complete a Master Admin claim. Once the claim is finished, the rights will be transferred to your or any other desired account user. The following steps will get you in contact with an agent:

 

1. Click the Help button in the top right corner.

2. Select Contact Us.

3. Enter Support in the field and choose Let's talk.

4. From here you can select to receive a callback at a time that's convenient for you.

 

Please feel free to follow up with me here and let me know how the conversation goes. I'll be here to help in any way that I can.

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Hello there, @hayerkaiser.

Changing the Master Admin on the account depends on who's paying the subscription to Intuit. And I'd like to share it with you and help you from there.

If your accountant is the one paying the subscription, you'll have to contact him/her. This way, he/she can help you transfer the Master Admin rights of your account.

However, if you personally pay your subscription, I suggest contacting our Technical Support Team. Agents have the necessary tools to help you transfer the Master Admin rights. 

To reach them, you can follow the steps provided by MorganB above.

In case you want to change the email address you use to sign in, you can read this article for your future reference: Update or change your Intuit Account sign-in information.

Please know that you can always get back to this post if you have any other questions. The Community team and I are always here to help.

ACTUALLY as a Tech Support agent for QuickBooks online, we do not have the tools to help with this. You should in fact go to https://help.quickbooks.intuit.com/en_us/update_email in order to properly get your information changed for your account. After you submit an email change request, you will then be able to gain access to your account and then change any and all other information necessary for the account.

Hello, 

How safe is the Doc Portal used to submit these confidential documents for the Master Admin Claims? 

What encryption does it use?

Hi there, @mee12.

Earning your trust and loyalty is at the heart of everything we do every day at Intuit. This includes protecting your information like it’s our own. 

Intuit protects the information you sent according to our security policy and encrypts it securely with AES-256 encryption keys. The master key is then used to encrypt the data key. It also never stores unencrypted data to disk and encrypts data in transit using SSL/TLS. Rest assured, we have the security elements in place to give you peace of mind.

For more information on how we protect your account, I recommend you visit the following site: Intuit Online Security Center. 

Drop me a comment below if you have any other questions. I'll be happy to help you some more. 

Hi Sonia, the person who was register as a Master leave the company and we can't access the quickbook with his username and password. What can we do to solve this issue?

Good day, sonyleal.

When the person who has the master admin account is no longer available, I'd recommend reaching out to our Customer Care Team by following these steps: 

1. Click the Help icon located in the upper right-hand corner.
2. In the Help window, click the Contact Us button located at the bottom.
3. Enter your question and click Let's talk.
4. Select Start messaging or Get a callback.

I'm also sharing this article for future reference: Change your QuickBooks Online master admin user.

Keep us posted here if you're able to log in as the master administrator. Thanks.

@sonyleal 

Try to reset it using his/her email address. Hopefully she/he was using your company email address. Otherwise, you don't have any option but to call Intuit.

The Master Admin is DECEASED.  Somehow a colleague was able to access his email to at least update his CC for Wholesale Billing for ONE MONTH using her own PERSONAL FUNDS.  I followed EVERY step shown above.  I am the NEW bookkeeper attempting to help this client get her own QBO transferred to her as Master ADMIN.  I spoke with the QBO rep who walked me through additional steps without success.  She SAID she would pass the information to the "back office team" and they would contact me to either change the Master Admin to the owner OR file a claim to do so.  NEITHER OF THESE THINGS HAPPENED!  So now, I need to start AGAIN and HOPE I can get this resolved before the aforementioned colleague cancels ALL of the subscriptions.

Glad to see you here, terimyb.

I want to make sure you get the right help so you'll be able to update the Master Admin of your account in QuickBooks Online (QBO).

I see you've already contacted our QuickBooks Team several times. Since this situation requires to be performed in a secure environment, I recommend reaching them back. They'll be able to guide you through the whole process of transferring the admin role.

If you have a case number from the previous interaction, you can use this so the next representative can check the current status of your request.

Here's how:

1. Go to the Help menu at the upper right.
2. Select Contact Us.
3. Enter your concern.
4. Click Let’s talk.
5. Choose Get a callback. 
6. Type in your contact info.
7. Select Confirm my call.

The Community is always if you have other questions. It's my pleasure to help.

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@David-212915 wrote:

Welcome to the Community, @kathy13. Allow me to help you with changing the Master Admin on your account.

 

Here's how the Master Administrator when logged into QuickBooks Online can transfer right to an existing Company Administrator: 

 

1. Click the Gear icon.
2. Select Manage Users.
3. Click the drop-down arrow in the Action column and choose Make master admin.
4. Select Make master admin on the pop-up that appears.
5. An invitation email will then be sent to the user to accept the role. 

 

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Following the instructions on clicking on the small action arrow, I dont get the option to add Master admin, I only get, "delete" or "view user activity". What am I doing wrong?

thank you,

Blas Chacon

Welcome to the thread, @bl11. Let me get the help you need about your Master Admin concern.

In QuickBooks Online (QBO), it could only have one Master Admin. If you'd want to change the Master Admin role, you must be signed up as the Master Admin to transfer it. 

Moreover, to change the role, the user must be listed as an Admin first. If they’re not, you can choose the Edit ✏ to change them to an admin.

Once done, when you select the small arrow in the Action column, you now have the option for Make master admin.

For more information about this process, you can read this article: Change your QuickBooks Online master admin user. 

Touch base with me if you need a hand with any QBO related concerns. I'm always here for you. Have a great day!

MirriamM responded to changing the Master Admin, much appreciated thank you; problem is not having luck with it still. Instructions state i can go to Action column for the person I want to transfer Master admin to and click on the small arrow, but the only options I get are "view user activity" or "delete"?

Let me guide you through the steps, @bl11.

I’ll make sure you’ll be able to locate the option to change the master admin access.

First, you’ll want to delete that user. Once done, please invite him/her again and make sure to give the user a temporary company admin access. Here’s how:

1. Go to the Gear icon, then choose Manage Users.
2. Select Add user.
3. Choose Company admin under user type.
4. Enter the user’s name and email address again, then select Save.

Your user will quickly get an email from quickbooks-email@intuit.com. Have your user accept the invite and let him/her select “Let’s go!”. Once done, please refresh your page. Then select the drop-down arrow under Action. 

I attached a screenshot as your visual reference:

I also added this Help article as your reference moving forward so you can learn more about managing your Quickbooks.

I’m sure you’ll find it helpful, Blas Chacon.

From the way I understand the instruction, under manage users and master admin all you have to do is change the email address from the previous master admin to the newly appointed master admin?

 Hi there, chill water dan.

As mentioned by my colleague above, you'll first need to invite the new master admin. Then, give the user a temporary company admin access. That being said, as part of the process, you'll have to enter their information including the email address of the newly invited user. 

Once the newly invited receive an email, they need to accept the invitation. Then, let him/her select “Let’s go!. 

After that, go the Manage user page and look at the new invited one and click the drop-down arrow under Action. Then, choose Make a master admin.

For additional information on how to transfer or change who manages your books, you can check this article: Change your QuickBooks Online master admin user.

Please refer to this article to see the different user types and levels of access in QuickBooks Online: User types in QuickBooks Online.

Let me know if you have any other concerns, I'm always here to help. Wishing you and your business continued success.

Good morning,

So i follow you instructions but i get only two options when clicking on Action, then edit; I get "view user Activity" and "edit", i dont get the option to transfer master admin.

Appreciate your assistance.

Blas Chacon