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Anonymous
Not applicable

Set up myself as the primary admin

I create a new account of Quickbook. How can I set up myself as the primary admin?
1 Comment 1
Jovychris_A
Moderator

Set up myself as the primary admin

I can share some insights to get you the primary admin role in QuickBooks Online, @Anonymous.

 

You'll have to gather the primary admin credentials of the user who set up this account. This will give you access to every part of the QuickBooks features. 

 

Once you get the primary admin QuickBooks Online account credentials or the primary admin transfer the rights to you, you can then login or let the primary contact follow these steps:

 

  1. Go to Settings ⚙ on the top right.
  2. Select Manage users.
  3. Find the user you want to make the primary admin.
  4. In the User Type column, make sure you're listed as Admin. If you're not, select Edit to change their role to Admin.
  5. Select the small arrow ▼ in the Action section. Then, select Make primary admin.
  6. Select Make primary admin again to confirm the change.
  7. Sign out of QuickBooks.

 

I'm adding this article for more information on how to get this done using main admin access right: Change the primary admin user in QuickBooks Online.

 

However, if you're unable to get the primary admin credentials or the primary admin is no longer with the company, you can request to be the primary admin.

 

As always, please get back and don't hesitate to place a comment if you have other QuickBooks account concerns. I'll be here to assist. Have a lovely day!