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ZackE
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Thanks for joining the Community, TL1960.

 

You can create and manage multiple types of users in QuickBooks. Company users are users that can use their admin abilities in their Customer Account Management Portal (CAMPs) and update billing info. Company users can be given a role as a Primary admin, which gives them the abilities to add/delete users, edit user roles, assign users, update billing profiles, and transfer their primary admin role to an Authorized user.

 

Intuit Account users can conduct admin activities in the Intuit Account User Management portal and access any add-on services, like Payroll, Payments, QuickBooks Time, etc. Your Primary Intuit Account admin might not be the same as your Primary Company Admin.

 

If you want to make changes to the admin roles, or transfer them to other users, you can refer to the steps that fit your scenario in our Transfer the Primary Admin role article.

 

Here's how to transfer your Primary Company Admin:
 

  1. In the top menu bar, go to Company, then My Company.
  2. Click Manage Your Account.
  3. Sign in with your Intuit Account credentials.
  4. Scroll down to the Primary Contact section and hit Change.
  5. Choose your new primary contact from the list of contacts on your account. If the user isn't listed, your admin should invite or add them. The user will then need to accept their invitation to appear in your list of contacts.
  6. Select Save and close.

 

In the event your Primary Admin isn't around or can't make the change on their own, you can send a request to our Account Protection team for transferring your Primary Admin role to another user.

 

I've also included a couple detailed resources about managing users and roles which may come in handy moving forward:
 

 

Please feel welcome to send a reply if there's any additional questions. Have an awesome Thursday!

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