OK, from your response I'm gathering that this will be a multi-step process since the end goal is for me to be the Admin for QBDT and for QB Enhanced Payroll.
For QBDT, sounds like the current Admin can transfer the role to me almost immediately with a log in to her account (NOT the Intuit account!).
For the change to be Admin on Payroll, it sounds as if we need to get a board resolution before we can proceed, and then the current Admin will need to make me a secondary Admin on Intuit, Unfortunately, I didn't see any instruction on how we would then make me Admin on Enhanced Payroll. I don't get the feeling that as Secondary Admin on Intuit I would automatically become Admin on Enhanced Payroll. So could you please let us know step-by-step how to transfer the Admin rights on Payroll to me?
You also said ....
- "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.
- 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.
Where is "step three"? There are only 2 steps in your comment. And in step 2, you say "by signing in with your email." Is this signing in to Intuit or QuickBooks or ???? Is step three someplace in this login, or ??? Your #2 comment isn't very clear. Sorry to be so dense, but I really need you to be crystal clear and talk to me like I don't understand, because so far, I don't.
