I recognize the urgency of changing your role as primary admin on your QuickBooks Desktop account, danny310. I'm here to help you out.
In QuickBooks Desktop, there are two user groups, the Company User and the Intuit account user. Possibly, you're the company admin of the Intuit account users.
I know that the company user admin is no longer working with the company, however, you'll need to collaborate with them so they can change or transfer the current primary contact to you by logging in to the online account.
Here's how:
- Access to Your QuickBooks Account (CAMPS) online.
- Scroll down to the Primary Contact section, and choose Change.
- Then, select the new primary contact from the account's contact list.
- Finally, click Save and Close.
Once completed, I suggest logging into the company file to confirm that you are already set as the administrator.
If the current company admin is still unable to change the role, I suggest sending a request to our team to change the primary contract.
If you want to pull up data and review review transactions in QBDT, please read this helpful article for guidance: Customizing reports in QuickBooks Desktop.
If you have more questions about managing roles in QBDT account, please feel free to reply below. I'm always here to help.
