I have rarely felt so incompetent ... trying to read the QB instructions on making some changes to admin's is like a maze with no exit at all. It seems like we're following instructions, only to discover when we think we are nearly finished that we are on the wrong form or there is an key piece missing ... like where to submit change requests.
I am a new employee at a non-profit, and the former Controller is now the Executive Director. She is, I believe, the Primary Admin on the Intuit Account AND on the QB CAMPS accounts., Here is what we want to accomplish:
INTUIT ACCOUNT
* Leave her as the Primary Admin on the Intuit Account
* Add me as the Secondary Admin on the Intuit Account
--- Where do we send the forms when completed? Do we mail them someplace? Do we upload them someplace? Since we are not changing the Primary Admin, do we still need a letter from the president or director? It seems to say that the Primary Admin can assign a Secondary Admin. no?
CAMPS ACCOUNT (QBDT)
* We want to change the Primary Admin for QBDT from her to me.
--- What form is used and where do we send it? Mail or Email or Upload?
QB Enhanced Payroll
* We want to change the Primary Admin from her to me.
--- What form is used? Where do we send it? Mail or Email or Upload?
?? Do these changes have to be made in any particular order, or can the sequence be random?
How can we tell if a person is an "Intuit Account User" or a "Company User"? The role of Intuit Account User is a little confusing ... can an Intuit Account User (not Admin) do things that only a CAMPS Admin could do? Does an Intuit Primary Admin have access to QB Payroll Admin rights or are they two separate and distinct role?
