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Request to be the primary admin or contact
by Intuit•18• Updated about 23 hours ago
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For your account security, it's important to update your contact information, especially when there's a change in your business.
Here’s how to request to be the primary admin or contact for a QuickBooks account.
Things you can do as a primary admin or contact
As the primary admin or contact, you can transfer the primary admin of your QuickBooks Online account.
When you change the primary admin role to an accounting firm/firm user, it can affect:
- Billing
- User management
- Support plan
- Bank account changes
If the main admin or contact can't give you the role, don't worry. Even if they aren't there or can't do it themselves, you can ask our account protection team for help
Step 1: Gather documents for your request
The kind of business you have and who owns it affect the documents we need to check. They also affect if we need to assign a new main admin or contact. Here's what you need to give us:
Determine the type of business
Who owns the business? | Documents required |
I'm the owner | You’ll need to provide:
|
I own no part of this business | You’ll need to provide:
|
Who owns the business? | Documents required |
I'm the owner | You’ll need to provide:
|
I own no part of this business | You’ll need to provide:
|
You need to provide the documents required along with one of these. And they should have the owner’s name and title on them.
- Articles of organisation
- Corporation bylaws
- Shareholders agreement
Who owns the business? | Documents required |
I'm the sole owner or the majority owner | You’ll need to provide:
|
I'm a 50/50 owner | You’ll need to provide:
|
I'm a minority owner | You’ll need to provide:
|
I own no part of this business | You’ll need to provide:
|
You need to provide the documents required along with one of these. And they should have the owner’s name and title on them.
- Articles of organisation
- Operating agreement
Who owns the business? | Documents required |
I'm the sole owner or a majority owner | You’ll need to provide:
|
I'm a 50/50 owner | You’ll need to provide:
|
I'm a minority owner | You’ll need to provide:
|
I own no part of this business | You’ll need to provide:
|
You need to provide the documents required along with one of these. And they should have the owner’s name and title on them.
- Certificate of limited partnership
- Certificate of limited liability partnership
Who owns the business? | Documents required |
I'm the majority owner | You’ll need to provide:
|
I'm a 50/50 owner | You’ll need to provide:
|
I'm a minority owner | You’ll need to provide:
|
I own no part of this business | You’ll need to provide:
|
You need to provide the documents required along with one of these. And they should have the owner’s name and title on them.
- Articles of organisation
- Articles of incorporation
- Shareholders agreement
- Corporation bylaws
Who owns the business? | Documents required |
I'm the sole owner or the majority owner | You’ll need to provide:
|
I'm a 50/50 owner | You’ll need to provide:
|
I'm a minority owner | You’ll need to provide:
|
I own no part of this business | You’ll need to provide:
|
You need to provide the documents required along with one of these. And they should have the owner’s name and title on them.
- Articles of incorporation
- Non-profit corporate bylaws
- Recommended: A board of trustee meeting minutes that shows the chairperson or president by name and who the new Primary Administrator should be.
Are you the president or director of the non-profit? | Documents required |
Yes | You’ll need to provide:
|
No | You’ll need to provide:
|
Are you the person in charge of what goes into this QuickBooks account? | Documents required |
Yes | You’ll need to provide:
|
No | You’ll need to provide:
|
Note: If a deceased primary admin or contact was the owner, you’ll need to provide the same documents required. You’ll also need to provide:
- A notarised documentation that reflects the name of the executor of the estate for the deceased owner.
- A photo ID and permission letter from the executor of the estate.
Important: The letter should authorise the requester to become the primary on the account.
Step 2: Complete the form
You'll need to sign in with your email to view the form. If you don't see a form at the bottom of step three, sign in to your Intuit Account to access QuickBooks, then return to this page and refresh it in your web browser.
Important: Help us get your request approved quickly and safely. Please make sure:
|
Log in to complete the form
Important: Make sure to update your browser to the latest version so you can log in here:
Step 3: Know the next steps
We'll review your case as soon as possible. Once the review is complete, you’ll receive an update via email with the status of your request. Wait for an email from no_response@intuit.com.
Note: Set your browser to full screen when submitting the business change request (BCR) form. If full screen still doesn’t show all options/questions, decrease your screen resolution (zoom out) to between 66% and 55%.
Note: Some domains may block @intuit.com communications. Learn more about how to receive important email messages from Intuit.
If we approve your request
We'll let you know that you're now the primary admin or contact. The next time you use QuickBooks, just sign in with the email address you gave us.
If we’re unable to approve your request
We'll explain why your application was rejected and what you need to do to fix it. For instance, we'll tell you if a document is missing, hard to read, or doesn't meet our approval rules. You'll need to fill out the form again and upload all the necessary documents to keep your information safe.
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