ZackE
Moderator

Account management

Thanks for joining this thread, dcpl.

 

You can change your primary admin to another user from the Intuit Account User Management screen.

 

Here's how:

  1. In your top menu bar, go to Company, Users, then Intuit Account User Management.
  2. Choose which company file you'd like to transfer and click Continue.
  3. From the Users tab, pick your current admin, then hit Change primary admin under their Action column.
  4. Use your drop-down to choose which user to transfer the admin role to. If they aren't listed, you'll need to add them to your account.
  5. Tick the checkbox verifying that you'll become the account's secondary admin.
  6. Press Verify.
  7. Sign in using your Intuit account credentials.
  8. Select OK to confirm the invitation.

 

Be sure to have your new primary admin check their email and look for their invite. They'll need to click Accept Invite, then sign in using their Intuit account.

 

In the event your current primary admin doesn't remember their login details or they're no longer with the company, you can send a request to our support team for transferring the role to a new user.

 

I'll be here to help if there's any additional questions. Have a great day!