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Replying to:
ShyMae
QuickBooks Team

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Thank you for reaching out and sharing your experience, safoglio. I understand how crucial it is to resolve this promptly to maintain accurate financial management of your youth sports organization.

 

Before anything else, please know we have removed your attached PDF for security reasons, as it contains Personal Identifiable Information (PII).

 

Regarding the charges you mentioned, I recommend contacting our technical support team. I understand you've already been in touch with them multiple times and have put in extra effort. However, for security reasons, we're unable to pull your account on this public forum. Doing so will ensure the unused QuickBooks subscription you're referring to will be canceled.

 

Based on the attached document, it appears that the previous primary admin only updated the email address, but the name remains unchanged. He needs to transfer the role rather than just editing the information.

 

Meanwhile, to successfully change the primary admin role, the last person assigned must sign in to QuickBooks Online and transfer it to you.

 

You can share these steps with the last primary admin:

 

  1. Head to the Gear icon, then Manage Users.
  2. Look for the user to whom you want to transfer the role. If you haven't added them, ensure to do so.
  3. In the User Type column, ensure they are listed as Company Admin. If not, select Edit to change it.
  4. Click the three dots in the Action section. Then, press Change primary admin.
  5. Pick Change primary admin again to confirm.
  6. Sign out of QuickBooks.

 

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When you receive the invitation email, please click the link and accept it. Refer to this article for more details: Change the primary admin user in QuickBooks Online.


If the last primary admin is not around anymore, you can submit a request to change or update this.

As you become the new primary admin, you can generate reports to identify financial discrepancies early on. This functionality will provide a comprehensive overview of your inventory, sales, and expenses, allowing you to gain insights into day-to-day operations.  

 

Keep me in the loop after contacting our expert team and following the recommendation to transfer the primary admin role. I'm committed to supporting you every step of the way, safoglio. 

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