Joining this thread, Denice73. I'd like to guide you through the process on how to change primary admin.
There is only one Admin user in QuickBooks Desktop. And, there are two admin roles available that you can manage in Intuit account user management.
Here’s the difference between the roles.
- Primary admin: A primary admin can add/delete users, edit user roles, assign secondary admin roles to users, and transfer the primary admin role to another user.
- Secondary admin: A secondary admin can add/delete users, edit user roles, and assign secondary admin roles to users.
Other users who only need access to connected services like Workforce are assigned a Basic User role. This is a required default role that’s automatically assigned to the user, and by itself doesn’t grant any permission. You can change your primary admin to another user from the Intuit Account User Management screen.
Here's how:
- In your top menu bar, go to Company, Users, then Intuit Account User Management.
- Choose which company file you'd like to transfer and click Continue.
- From the Users tab, pick your current admin, then hit Change primary admin under their Action column.
- Use your drop-down to choose which user to transfer the admin role to. If they aren't listed, you'll need to add them to your account.
- Tick the checkbox verifying that you'll become the account's secondary admin.
- Press Verify.
- Sign in using your Intuit account credentials.
- Select OK to confirm the invitation.
Be sure to have your new primary admin check their email and look for their invite. They'll need to click Accept Invite, then sign in using their Intuit account.
I'm adding these articles as guide about setting up users and if you need to transfer admin role to another user.
Stay in touch with me if there's anything else you need with changing the primary contact on QuickBooks. Just leave a comment below, and I'll get back to you.
