How to Change the Primary Admin in QuickBooks Online?

Changing the primary admin in QuickBooks Online (QBO) or Intuit Enterprise Suite is a straightforward process, but it requires careful attention to detail. The steps involve signing in as the current primary admin, selecting the user to transfer the role to, and confirming the change through the settings menu. In case the new admin is not listed as an Admin, their role must be updated before transferring the rights.

Once the new admin accepts the invitation sent via email, the transfer is complete. The original primary admin automatically becomes the company admin, ensuring a seamless transition. This process is similar across both platforms, QuickBooks Online and Intuit Enterprise Suite, with only minor differences in the interface.

What is the Process of Changing Primary Admin User in QuickBooks Online (QBO)?

Here are the steps to change the primary user admin settings in QBO:

Step 1: Sign in as the Current Primary Admin

• To get started, sign in to QuickBooks Online using the credentials of the current primary admin.
•  In case you’re unable to sign in, use the user ID recovery option.

Step 2: Go to the Settings Menu

• Once you’re logged in, click on the Settings ⚙ icon, which is usually located at the top right corner of the page.

Step 3: Manage Users

• In the Settings menu, select Manage Users. 
• This will show you a list of all users associated with your QuickBooks Online account.

Step 4: Choose the User to Become the Primary Admin

• Find the user you want to transfer the primary admin role to. 
• In the Role column, check if the user is listed as an Admin. 
• In case they are not, click Edit to change their role to Admin.

Step 5: Initiate the Transfer of Primary Admin Role

• Once the user is listed as an Admin, click on Action
• After this, select Change Primary Admin from the dropdown menu.
• A pop-up will appear asking for confirmation. Click Change Primary Admin again to finalize the transfer.
• Sign out of QuickBooks Online. 

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Lastly, the user you’ve assigned the primary admin role to will receive an email invitation. Once the new primary admin accepts the invite, they will have the primary admin rights. The original primary admin will automatically be assigned the Company Admin role.

How to Change the Primary Admin in Intuit Enterprise Suite?

Intuit Enterprise Suite is a cloud-based accounting software that can be used my many users at once. Follow these steps given below if you want to change the primary admin in Intuit Enterprise Suite. 

Step 1: Sign in as the Current Primary Admin

Log in to Intuit Enterprise Suite with the current primary admin’s credentials. Use the user ID recovery option if needed.

Step 2: Go to Settings 

Click the Settings ⚙ icon in the top right corner.

Step 3: Manage Users 

From the settings menu, select Manage Users to see all users linked to your Intuit Enterprise Suite account.

Step 4: Select the New Primary Admin 

Find the user you want to assign as the new primary admin. Confirm they are listed as an Admin in the Role column. In case not, click Edit to change their role to Admin.

Step 5: Transfer the Primary Admin Role

Once the user is an Admin, click Action, then select Change Primary Admin.

Step 6: Confirm the Transfer 

A pop-up will appear asking you to confirm the change. Click Change Primary Admin again to confirm.

Step 7: Automatic Sign-out

After confirmation, you will be signed out of Intuit Enterprise Suite automatically. When you log back in, you’ll have the Company Admin role.

Step 8: New Primary Admin Accepts the Invitation 

The new primary admin will receive an email invitation. They must accept the invitation and sign in to their Intuit account to complete the process.

Step 9: Final Role Update

After accepting, the new primary admin will have the primary admin rights, and the original admin will be assigned the Company Admin role.

For multi-entity companies, the parent primary admin will gain access to all client companies.

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What are the Prerequisites to Change Admin in QuickBooks Online?

Here are a few requirements that you must fulfil before changing admin user in QBO:

• You must be signed in as the current primary admin to transfer the role.
• In case you can’t access your account, make sure you recover your user ID or password before proceeding.
• For accountants, you must be the primary admin of your firm to change the primary admin role in a client’s account.

When Should You Seek Professional Help for Changing Admin in QuickBooks Online?

You must seek professional help for changing admin user in QuickBooks Online if you are not well-versed with the process or you are unable to do it on your own.