My primary admin user of quickbooks online resigned from our company, i want to change the primary admin, please advise
Thank you for visiting the Community space, sudhir gumte.
I'll give details and steps on how you can change the primary admin on the account.
You must be able to sign in as the primary admin to transfer the admin role.
You can check out this article for reference: Change the primary admin user in QuickBooks Online
On the other hand, if the current primary admin is no longer with the company, you can follow the steps in this article: Request to be the primary admin or contact
To help manage the users added in your account, feel free to read this guide: Add and manage users in QuickBooks Online.
Please let me know in your reply if you require additional information about the process or other concerns. I'll be right here to help. Take care!
I'm following up on this thread, hoping for help with two items. We are using QBO Plus.
First, the Primary Admin has left the company. If he provides us with his email address and QBO password, will we be able to log in on their behalf and from there change the Primary Admin, or will Intuit do a second verification (by email or text)?
Second, when we read the instructions to Change the primary admin user in QBO, the instructions refer to a ROLE column in the Settings/Manage users screen. We don't have a ROLE column. The screen shows columns for Name, Email, User Type, Status, Date Added, Billable, and Action. The only column with options is the action column, but it doesn't include the option MAKE PRIMARY ADMIN. What are we doing wrong?
I'm happy to answer your questions about changing the Primary Admin on the account. To answer your first question, yes, you can still log in as long as the Primary Admin provides the email address and password. From there, you can modify the Primary Admin. But for security purposes, QuickBooks will send a verification code to the phone number or email associated with the account.
For the second question, to view the role option, you'll need to click the Edit. Also, make sure they are listed as Admin. If they’re not, select Edit to change their role to admin.
Additionally, you can request to be the primary contact, and you need to submit documents to verify that you have rightful ownership of the account.
I'm still up and running to answer other questions about handling your users in QuickBooks. I'd be here to extend a helping hand. Have a great weekend!