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Replying to:
Bryan_M
QuickBooks Team

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Thanks for coming back here, @Deadwood Al.

 

I understand how challenging on your end to transfer primary admin roles in QuickBooks Desktop (QBDT). Let me help you clear things up.

 

In QuickBooks Desktop (QBDT), the Company's primary admin is distinct from the Intuit Account Primary admin.

 

Company primary admin (Company users) assigned in the  Customer Account Management Portal (CAMPs) and update billing info. These are the roles we can assign to company users: 

 

  • Primary admin: A primary admin can add/delete users, edit user roles, assign users, and update billing profiles. They can also transfer the primary admin role to an authorized user.
  • Authorized user: An authorized user can only update their user ID and contact info. They can also contact our experts for help with the account or any technical issues within QuickBooks.

 

Intuit's primary admin (Intuit users) can transfer the Company's primary admin or the role itself to a new user. Please note that you only transfer this role if you need to change the admin for your Payroll, Payments, or other add-on services.

 

Here's how to transfer primary Intuit Account admin: 

 

  1. Go to Company, select Users then Intuit Account User Management.
  2. Scroll the secondary admin you want to make the primary admin, select Edit, then pick Change Primary admin. If the user isn't listed, you'll need to add them to the account.
  3. Enter the verification code sent to the admin's phone number.
  4. The admin transfer email is sent to the current primary admin and the secondary admin.
  5. When the secondary admin accepts the transfer, they become the primary admin. The original primary admin becomes a secondary admin.

 

Moreover, only secondary admins can be assigned to the primary admin role. And only one primary admin can exist at any point in time.

 

To transfer your colleague as the Primary admin in QBDT. You can follow the steps in this article: Transfer the primary admin from QuickBooks Desktop.

 

If the Primary Admin isn't around or unable to make the change on their own, you can send a request to our account protection team. Feel free to follow these steps:

 

  1. Gather the form. Since you mentioned that you're in a non-profit organization, you'll need to provide the documents for ownership type and one of these (the owner/leadership must be in the document by name and title): Articles of incorporation, Non-profit corporate by-laws, and a board of trustee meeting minutes that shows the chairperson or president by name and who the new Primary Administrator should be.
  2. Complete the form by signing in with your email. If you don't see a form at the bottom of step three, sign in to your Intuit Account to access QuickBooks. If you don't have an Intuit Account, create one.

 

For detailed steps and information, you can read this article: Request to be the primary admin or contact.

 

Never hesitate to return here if you have additional questions about managing your QBDT admin roles. I'll be willing to lend a hand. 

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