Let me help you as you wanted to update the primary admin, cmoore63.
When it comes to transferring the role to a different user, it's best to know that setting the primary file is different from setting the primary admin on the Intuit account registered server/system. Please know that only the primary admin can invite a new user or change the role to the account.
To update or change it within the registered server/system, also known as CAMPs (Client Application Management Portal), you have to follow these steps:
- Log in to the CAMPs portal using your login credentials.
- Click the company file you want to access, then select Continue.
- Look for the secondary admin you want to make the primary admin, press Edit, and then hit Change Primary admin.
- Enter the verification code sent to the admin's phone number. Right after that, an email will be sent to the current primary admin and the secondary admin.
- When the secondary admin accepts the transfer, they become the primary admin. The original primary admin becomes a secondary admin.
Please be aware that the primary admin role can only be assigned to secondary admins, and there can only be one primary admin at any given time.
To learn more about this, you can see view this materials. It has a lot of information that can help you when it comes to transferring to other user:
You may also want to learn how to manage your QuickBooks Desktop subscriptions and services.
You can always reach out to the Community whenever you have some questions in mind. We're always here to help you. Stay safe.
