To gain full access to your account and ensure smooth management, you'll need to send a request to become the primary admin, @mckr. I’m here to help by providing the necessary information to resolve any concerns you have with your QuickBooks Desktop (QBDT) account.
In QuickBooks, if the Primary Admin is unavailable or unable to transfer the role to you, you can submit a request to our account support team. They'll be requiring you to provide documents for security purposes and to verify everything. This way, they can initiate and transfer the Admin access to you.
First, you'll have to determine the type of business you operate and gather the necessary documents based on your business type. Next, complete the appropriate form. For more details about this, see steps 1 to 3 in this article: Request to be the primary admin or contact.
After completing the process, you'll want to reset your password and proceed with renewing your QBDT Enterprise subscription.
On the other hand, you might want to add a user with a specific role to manage your books by creating a user with defined access and responsibilities.
We'll keep this thread open for you to reply with any further questions about updating your QBDT account information. Just click the Reply button below and we'll respond promptly.
