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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
ShiellaGraceA
QuickBooks Team

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Thanks for joining us here, @jtaylorcombocurve.

 

I'll make sure you're able to sign in as the admin and at the same time the accountant. If you're an accountant, you must be the primary admin of your firm. The primary admin is the main user who has access to every part of the QuickBooks account. 

 

To change to the primary admin's role in a client's a account:

 

  1. Sign in as the current primary admin.
  2. Go to Gear, and then choose Manage Users.
  3. Find the user you want to make the primary admin.
  4. In the Role column, make sure they are listed as the Admin. If they're not, press Edit to change their role to admin.
  5. Tap the arrow in the Action section. Then, select Make primary admin.
  6. Enter the verification code and then Continue.
  7. Click the Make primary admin again to confirm the change.
  8. Sign out of QuickBooks.

 

Refer to this guide for details: Change the primary admin user in QuickBooks Online.

 

With the above steps, you're able to manage all users and other admin tasks on the account.

 

Here's a link that contains topics and articles to help you manage your QuickBooks account and much more: Your QuickBooks account.

 

Please don't hesitate to reply to me anytime if you have follow-up questions or concerns with account roles or user roles. I'm more than happy to answer them for you. Take care and have wonderful day ahead.

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