Your concerns are important to us, danny310. I'm here to ensure we get to the bottom of this together so you can be made the Primary Admin of the company in QuickBooks Desktop.
The process of transferring the primary admin role differs from assigning user roles and permissions in QuickBooks Desktop. This means modifying roles isn't necessary. Instead, the primary admin must transfer the role to the user.
Here's how to do it:
- On the top menu, go to Company.
- Select My Company.
- Click Manage Your Account.
- Sign in with your Intuit Account info.
- Scroll down to the Primary Contact section. Then, press Change.
- Choose the new primary contact from the list of contacts on the account. Please note that you'll need to invite or add the user if the user isn't listed yet.
- Hit Save and Close.
For more detailed information and alternative ways to transfer the role, check out this article: Transfer the primary admin role.
I’ve also included this article for your future reference on managing team members in QuickBooks: Create and manage users and roles in QuickBooks Desktop Enterprise.
Come back to this post if you have further inquiries about transferring roles and managing users in QuickBooks, danny310. I've got your back always. Keep safe!
