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rhonda debolt
Level 1

How do i change primary admin to current user status company admin

I tried editing the existing user with status Company Admin.  QB does not list Primary Admin in the drop down list.  Where do I change it?
7 Comments 7
4Gal
Level 11

How do i change primary admin to current user status company admin

Who is the Primary Admin? You or someone else?

MAnneJ
QuickBooks Team

How do i change primary admin to current user status company admin

I can provide you with the information to give primary admin rights to another team member in QuickBooks Online (QBO), Rhonda.

 

Once we transfer the primary admin rights to team members, we grant full access permission to that member. However, we can't take back this action since there's only one in the primary admin position. 

 

Follow these steps if you've decided to grant the other team member the primary admin rights: 

 

  1. Sign in to QuickBooks Online Accountant as the current primary admin.
  2. Go to Team.
  3. Find the user you want to transfer the primary admin role with.
  4. In the Action column, select the ellipsis (︙) menu.
  5. Select Change primary admin.

Note: A prompt will appear, and choose Change primary admin to confirm.

 

On the other hand, you may check about the different options for user roles and access permissions.

 

Furthermore, you may check this article I've added on how we can add or edit user info for your accounting firm: Add and manage your accounting team in QuickBooks Online Accountant.

 

Please don't hesitate to reply to this thread should you need additional assistance managing user roles in QBO. I'll keep an eye out for it. Stay safe. 

19533
Level 1

How do i change primary admin to current user status company admin

Someone else

Chrea
Level 8

How do i change primary admin to current user status company admin

@19533 

As long as the Primary Admin pays the subscription fee, Intuit can't do anything. You can purchase a third-party service to migrate your data to a new QBO account as a last resort.

jehjccd
Level 1

How do i change primary admin to current user status company admin

What if the primary admin is no longer with us?

Rea_M
Moderator

How do i change primary admin to current user status company admin

You'll have to file a request to transfer the primary admin role, jehjccd.

 

Since the current primary admin is no longer with the company, you need to provide the required documents and follow the procedure to complete the role reassignment.

 

Begin by confirming the required documents based on your business type and ownership structure. Then, gather, organize, and submit all the necessary files as outlined in the Prerequisite and Complete the form sections of this article: Request to be the primary admin or contact.

 

After that, please allow time for a thorough review. You will receive further instructions to finalize the process.

 

Enhance your QuickBooks experience by partnering with our QuickBooks Live Expert Assisted team. With their expertise, you can simplify your processes and receive advice designed to address the specific needs of your business.

 

If you have any further questions, don’t hesitate to reach out to us.

SIAB
Level 7

How do i change primary admin to current user status company admin

@jehjccd 

You must contact Support to transfer the Primary Admin access. Otherwise, you may consider to purchase a 3rd party service to migrate your data as the last resort.

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