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Replying to:
Rusimyhr
QuickBooks Team

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The steps to change the primary admin in QuickBooks Online is different from QuickBooks Desktop, @jehjccd. In QuickBooks Online, the primary admin role is managed through User Permissions, whereas QuickBooks Desktop require system-level administrative access.

 

To successfully change the primary admin, the person assigned to this role must transfer it to the new accountant in the Manage Users.

 

If you're the primary admin, you can transfer the role to your accountant by following these steps:

 

  1. Ensure they sign in to QBO as the current primary admin.
  2. Select the Gear icon, then Manage users.
  3. Look for the user to whom you want to transfer the role.
  4. Make sure they're listed as Admin, as seen in the Role column. Otherwise, click Edit to change it.
  5. In the Action dropdown, choose Make primary admin.
  6. To confirm, click Change primary admin.

july24-1.png

 

If you're not the primary admin, you can share the steps above with the last person assigned to this role. 

 

After completing these steps, the new company admin will receive an email invitation. They must accept the invitation for the primary admin rights to be transferred successfully.

 

Once the process is successful, the original primary admin will automatically be assigned the company admin role. For more details, check out this article: Change the primary admin user.

 

However, if the last primary admin is unavailable, you can submit a request to change or update this information.

 

It's also worth noting that QuickBooks Online supports various business types, including small government entities. If your type doesn’t fit the standard categories listed during account setup, QuickBooks is flexible enough to accommodate your needs. On the Business Type while setting up your account, you can choose between these options provided on the screenshot below, and adjust your account settings for your operations.

 

july24-2.png

 

You can visit QuickBooks Live Expert Assisted. Our team of experts can support your bookkeeping process, streamlining tasks such as categorization, financial tracking, and sales management.

 

This thread will remain open if you need further assistance. The Community space is available 24/7.

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