You've come to the right place for assistance, Deadwood Al. Let me share insights to help you manage company roles and access in your QuickBooks Desktop account.
In QBDT, managing company roles is relevant to ensure permission rights are accordingly monitored when performing tasks in your account. With this, we can only have one primary admin per company or Intuit Account and a payroll administrator. If you're unable to access and log in as the Primary Admin, you can send a request to our account protection team to allow transfer of the primary contact of your desktop file and gather documents for your request.
Once granted, you can refer to these steps on how to change the primary administrator of your account:
- Go to Company, then select My Company.
- Select Manage Your Account.
- Sign in with your Intuit Account info. This should be different from what you use to sign in to your company file.
- Scroll down to the Primary Contact section and select Change.
- Select the new primary contact from the list of contacts on the account.
- Select Save and Close.
Then, you can start managing user roles in your account to help you handle your financial entries.
Additionally, payroll administrators are the primary contact of your payroll workflows. If you want to modify their information, you can refer to the QuickBooks Desktop Payroll section outlined in this article: Change your primary principal, payroll admin, or other payroll contact.
Furthermore, I've added this relevant resource that may help you prepare and run employee payroll efficiently: Create and run your payroll.
We'll always be around whenever you require additional assistance managing user access permissions in your QBDT file. Just let us know for any added queries in the comments below. We're here to provide further help. Keep safe!
