Updating Company Primary Admin

Your concerns are important to us, danny310. I'm here to ensure we get to the bottom of this together so you can be made the Primary Admin of the company in QuickBooks Desktop.

The process of transferring the primary admin role differs from assigning user roles and permissions in QuickBooks Desktop. This means modifying roles isn't necessary. Instead, the primary admin must transfer the role to the user.

Here's how to do it:

1. On the top menu, go to Company.
2. Select My Company.
3. Click Manage Your Account.
4. Sign in with your Intuit Account info.
5. Scroll down to the Primary Contact section. Then, press Change.
6. Choose the new primary contact from the list of contacts on the account. Please note that you'll need to invite or add the user if the user isn't listed yet.
7. Hit Save and Close.

For more detailed information and alternative ways to transfer the role, check out this article: Transfer the primary admin role.

I’ve also included this article for your future reference on managing team members in QuickBooks: Create and manage users and roles in QuickBooks Desktop Enterprise.

Come back to this post if you have further inquiries about transferring roles and managing users in QuickBooks, danny310. I've got your back always. Keep safe!

I am already the Primary Admin in the "My Company" section of Quickbook Enterprise. 

I am NOT the Primary Admin in the "Users>Set Up Users and Roles". I need to be the Primary Admin here. The current Primary Admin is NOT able to change my role to primary admin. 

This current Primary Admin is no longer with the company, but is trying to help us resolve the issue. But they aren't available all the time. We were on a call together with an Intuit Support rep for almost two hours and they were not able to help us fix this issue. 

I recognize the urgency of changing your role as primary admin on your QuickBooks Desktop account, danny310. I'm here to help you out.

In QuickBooks Desktop, there are two user groups, the Company User and the Intuit account user. Possibly, you're the company admin of the Intuit account users. 

I know that the company user admin is no longer working with the company, however, you'll need to collaborate with them so they can change or transfer the current primary contact to you by logging in to the online account.

Here's how:

1. Access to Your QuickBooks Account (CAMPS) online.
2. Scroll down to the Primary Contact section, and choose Change.
3. Then, select the new primary contact from the account's contact list.
4. Finally, click Save and Close.

Once completed, I suggest logging into the company file to confirm that you are already set as the administrator.

If the current company admin is still unable to change the role, I suggest sending a request to our team to change the primary contract.

If you want to pull up data and review review transactions in QBDT, please read this helpful article for guidance: Customizing reports in QuickBooks Desktop.

If you have more questions about managing roles in QBDT account, please feel free to reply below. I'm always here to help.

@danny310 

Can you login to CAMPS as the Primary Contact and find your license code there?

@danny310,

RE: Primary admin / Secondary Admin

There is some misconception here.

In QB Desktop there is only one real Admin and that is the user account called admin (although the sign-in name can be changed).

Another user can be granted all the rights but it is still not the primary admin.

For you to become the admin of the company file, you would need the password for the admin user.

As a side note, it is not recommended to utilize the admin user for steady use. In case of user corruption, the admin which technically owns the file is safe.

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How do I change the email of the Admin user account? Thats my issue. 

I have the Username and Password within QB Desktop. I can log in, but when I try to make any changes within QBD, it requires that I sign to Intuit with the credentials of the previous employee. 

I want to be able to update the Admin to myself. Even when the current Admin logs into both (Admin User profile, and their Intuit email) they are not able to change the Admin. That is the problem, it shouldn't be this hard.

I can log into camps. I am the primary contact there. 

Oh, then this should work for you:

Go to Help > Reset Intuit ID Settings. Then connect with your email.

Let me know.