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1bit
Level 2

Changing "Primary Admin" of Intuit account for Quickbooks Desktop Pro 2024 company files

I'm learning the hard way that there are 3 different administrators as far as Quickbooks is concerned:

 

1. The account administrator via the CAMPs tool.

2. The admin account of each company file (this is the admin account used to log in to each company file locally if using QB Desktop).

3. The most nebulous "primary admin" Intuit account associated with each company file.

 

Why does #3 exist? I'm sure there's a good reason but it's giving me considerable headache. Unfortunately, in the process of "cleaning up" old accounts there was a "primary admin" Intuit account that was deleted. What happens the next time you're in the company file (even if logged in as the admin user) is you'll be asked to sign in. Even if you sign in with the account administrator (#1 above), you'll get this message:

"We're unable to complete your request at the moment. Request your admin *****@*****.com to add and assign you the required Intuit Account role(s) by following these steps:  *Sign in to Quickbooks using admin credentials, * Go to Company > Users > Intuit Account User Management and sign in as primary admin."

 

Intuit1.jpg

 

Therein lies the problem. That "primary admin" no longer exists. Even though I've recreated that user in the Intuit system (and they are an authorized user of the account), they no longer exist as the "primary admin" for company file in Intuit. What it means is that if you try to use Bank Feeds or even the action they state above, you will receive an error: "You do not have the access to perform this action. To complete this, request for access from your Primary Admin." 

 

Intuit2.jpg

Welp, that's impossible and there's nowhere to actually do that because you can't change it even if you're logged in as the admin of the company file. You can't change it even if you're logged in as the account administrator in CAMPs or that administrator account in Intuit. After searching for hours, there's a process to get admin access to the company file (#2) via the Automated Password Reset Tool and there's a mechanism through CAMPs to get ownership of the account (#1) but I cannot find any way to change the primary admin Intuit account for a company file (#3) without first logging in as that user.

 

I hope someone smarter than me has a solution for this problem.

Solved

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