Reed6193
Level 1
‎July 27, 2022 09:38 AM

New Accountant

Does ANYONE know how to change account assess and primary user for the Desktop version when the old Accountant is no longer available due to serious head injury and dementia?  I have spent so much time on the phone with no results.  Please, Please Please help me.  My client is being audited by IRS and is facing huge penalties and taxes because can't provide documents.  Thank you.

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Fiat Lux - ASIA
Level 15
‎July 27, 2022 09:48 AM

Manage Your Account

Are you using QB Desktop or QB Online?

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Maybelle_S
QuickBooks Team
QuickBooks Team
‎July 27, 2022 11:41 AM

Manage Your Account

Hello there, @Reed6193.

 

In QuickBooks Desktop (QBDT), the primary admin can invite you to be a primary user in the account. However, if the current primary contact is no longer associated with the company, you can send a request to our team to change it.

 

You can also contact us so we can assist you in changing the primary user. I'll guide you how.

 

  1. Click on the Help icon at the top menu bar to select QuickBooks Desktop Help F1.
  2. In the Have a Question window, scroll down to choose the Contact us link.
  3. This will display the Contact Us screen.
  4. Go to the Tell us more about your question section to enter the issue or topic in the field box.
  5. Press the Search button to display the Get Phone Number or Start a Message button.

 

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

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