Change Primary Admin in QuickBooks Online |Instant Guide|
Change Primary Admin in QuickBooks Online
James Richard
Last Update há 6 meses
Comprehensive Procedures to Change Primary Admin in QuickBooks Online
Before moving with changing the primary admin in QBO, log in as the current primary admin to transfer this role to another user. Moreover, if the existing primary admin is no longer available or cannot access the account, you can submit a request to QB to have the primary admin role reassigned to you.
Step I: Add a new user
- In your QuickBooks Dashboard, hit the Gear icon
- In the options that appear, move to Your Company and tap Manage Users
- Then, choose the Add user option and select Company admin as the user type
- After that, press the Next option
- Mention the new user’s information and then tap on Save
- Your new user will get an invitation email. They have to press on the Let’s go! Link and then sign in
Step II: Migrate the Primary admin access to the New Company admin
- Move to Settings to select Manage users
- Go to the User Type option > if the user is not listed as Admin, you need to pick Edit to modify them to an admin
- Choose the small arrow in the Action column to the right of the user > hit on Make master admin
- To keep your account secure, QB sends a verification code to the phone number or email address linked to your account. Once you receive the code, enter it and click Continue to move forward
- On the Window, hit Make master admin to confirm that you want to perform the changes
- Navigate Settings > pick Sign out to sign out as the current master admin
- As the user gets the initiation email ask them to choose the link > accept the invitation
Conclusion
In this blog, we have thoroughly explained how to change primary admin in QuickBooks online with the discussed two steps under the expert advice. Moreover to seek the help from the QDM professionals to resolve all the queries regarding the software by dialing +1.833.802.0002.