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Buy nowI originally sent the start of this thread many weeks/months ago and it is obvious that we aren't the only ones with the idiotic process of changing / adding administrators in a QuickBooks system. I understand completely the need for security, but the QuickBooks process ... and clearly some flawed thinking and lack of understanding on QB staff part ... makes this far more difficult than it need be.
In our case, we are a 501 (c) (6) organization ... a Chamber of Commerce. THERE ARE NO "OWNERS" of a Chamber of Commerce. QB was selected and started many years ago and many people ago. We have NO IDEA who the administrator on file is, and have (obviously) no way of contacting whoever that is to get a letter from him/her. Somehow our Exec Director, who used to be the Controller, was able to become an Admin on the system, but apparently that isn't enough for her to transfer the Admin on file to me, and apparently we will need to go through the same arduous process for our Enhanced Payroll. We want to transfer our QB Pro+ to Enterprise, but we are extremely nervous about what kind of ludicrous process that would be.
All the notes about following the instructions that the help documentation provides and the comments from well-meaning but clearly not really informed about how the people in QB/Intuit who are charged with "assisting" your customers update their records and assign people to administrative rights really operate in the real world.
Sorry for the rant. It's just that this entire process is far more onerous than it need be, and there is clearly no "customer SERVICE" in the QB process for this. And QB staff needs training in the differences between a business (whether owner-operated or publicly held) and a non-profit organization, and the definition of "owners" and the lack of "owners" in a membership based non-profit.