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Replying to:
JeveeAdvin__la
QuickBooks Team

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In QuickBooks, the Primary admin is responsible for adding new one, Steve-Rochman. The process may vary depending on your version of QuickBooks Online (QBO). Since you mentioned that you added yourself as the primary admin and removed the previous admin, this could explain why the backup still exists. Let me offer you further guidance on this matter below.

 

First, could you please check in your Manage User tab to see if the previous admin is still tagged as the Primary Admin? I've added a screenshot for your reference:

 

image (63).png

 

Next, if you can still reach your previous admin, you can request that they designate you as the new primary admin. However, if you are using QuickBooks Online Simple Start and require assistance transferring the primary admin role, please contact us to assist you further.

 

You may guide your former admin to follow these steps to make you the primary admin:

 

  1. Sign in to QuickBooks Online as the current primary admin. If you can’t sign in, you can recover your user ID or password.
  2. Select the Gear icon.
  3. Select Manage users.
  4. Find the user you want to make the primary admin.
  5. In the Role column, make sure they are listed as Admin. If they’re not, select Edit to change their role to admin.
  6. Select Action. Then, select Change primary admin.
  7. Select Change primary admin again to confirm the change.
  8. Sign out of QuickBooks.
  9. The company admin will get an email invitation. They need to accept the invite and the primary admin rights will transfer. Once the primary admin rights are transferred, the original primary admin will have the company admin role automatically.

 

If you are unable to get in touch with the current primary admin, you have the option to submit a request to be the primary admin.

 

Here's a guide for your future reference on the types of payroll and how to update them in QuickBooks Online Payroll: Change your primary principal, payroll admin, or other payroll contact.

 

Before we wrap up, I suggest you explore QuickBooks Live Bookkeeping to streamline your accounting, maintain precise financial records, and access professional support. This could free up valuable time, allowing you to concentrate on expanding your business.

 

Should you have more questions about user management, please don't hesitate to reach out again for immediate assistance. Wishing you a great day ahead.

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