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Replying to:
ShyMae
QuickBooks Team

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I understand that transferring admin rights on payroll can be challenging, Deadwood. 


I'm here to guide you how to do this step by step. Additionally, I'd provide information regarding the form request, which will be submitted to our account protection team.

 

If you're using the Desktop Payroll Assisted:

 

  1. Go to Employees, select My Payroll Service, then Billing/Bank Information.
  2. In the Company Information section, select the Payroll Admin tab.
  3. Select the Edit link.
  4. Enter your PIN and select Continue.
  5. Follow the on-screen instructions.
  6. Select Update. A processing request screen appears until the update is finished.
  7. Verify the updated Payroll Admin info and close the window.

 

For QuickBooks Desktop Payroll Basic, Standard, and Enhanced:

 

  1. Go to Employees, select My Payroll Service, then Account/Billing Information.
  2. Sign in using your Intuit Account login. 
  3. Go to Payroll Details. Ensure it shows the EIN for the company for whom you want to change payroll admin. 
  4. Select Edit next to the Payroll Admin heading.
  5. If you've signed up for direct deposit, enter your PIN and select Continue.
  6. Change the contact details of the Payroll Admin, such as First name, Last name, Phone number, and Email.
  7. Select Update. Wait for confirmation, then choose Close.

Review the updated contact info, then close.


On the other hand, if the primary admin is unavailable to transfer the role to you, you can request to be the primary admin. You can visit this article to send your request: Primary admin form

 

Please know that all the steps are there, and you'll need to complete all the necessary fields in the form.  

 

See the attached screenshot; this is what the form looks like. 

 

Sample.png

 

The third step is the last one, wherein we'll review your request or case as soon as possible. Once the review is complete, you'll receive an email update on your request status from no_response@intuit.com.

 

Moreover, you can set up payroll schedules in QuickBooks Desktop. This feature streamlines the process and ensures your employees are paid accurately and on time.

 

I'm still here, ready to back you up if you need further clarification regarding the transfer of the primary admin role. Kindly tap the reply button to submit your response. 

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