How to Change Primary Admin in QuickBooks Online is an essential process to ensure that the right person is entirely in charge of your company’s financial information. This guide will lead you through the steps necessary to make this change seamlessly.
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Step-by-Step Guide to Changing the Primary Admin in QuickBooks Online
Step 1: Login on QuickBooks Online
- Open Your Web Browser: Go to your preferred web browser and open the QuickBooks Online login page.
- Log In with Your Credentials: Use the current primary admin’s credentials to log in.
Step 2: Access Account and Settings
- Click on Gear Icon: Once logged in, click on the gear icon at the top right corner of your screen.
- Choose Account and Settings: From there, select “Account and Settings.”
Step 3: Manage Users
- Go to User Tab: In this menu go to the “Users” tab which is situated on the left-hand side inside Account & Settings.
- View List of Users: This will display a list of all users that are currently associated with QuickBooks online for your business.
Step 4: Add Another Primary Administrator (If Not a User Yet)
- Select Add User Option: If the person you want as the new main administrator does not exist yet, then press “Add user”.
- Define an Administrator Role: Choose ‘Administrator’ for the user type and follow the prompts to invite a new admin. They will receive an email invite from QuickBooks online to join it.
Step 5 Change Main Admin
- Find the Current Primary Admin: In the Users list, locate the current primary admin.
- Transfer the Role: Click on the “Edit” option next to the current primary admin’s name.
- Change the Primary Admin: In the edit user window, select the option to transfer the primary admin role to the new admin. Follow the prompts to complete the transfer.
Step 6 Confirm Change
- Require New Primary Admin to Accept Transfer; The new primary admin will be sent an email notification about the change. He/she should accept the transfer by following the instructions in the email.
- New Primary Admin Login; After accepting the transfer, the new primary admin should log into QuickBooks Online to make sure that they have access rights.
Troubleshooting Common Issues
Issue 1: Invitation Mail not Being Received
- Mail Not Being Received: Sometimes this invitation mail can be found in your spam or junk folder.
- Retry Sending Invitation: If you are not able to receive our email, then you can retry sending the invitation from the user’s tab on QBO.
Issue 2: Transfer Failed with Error
- Check for Proper Permissions: Transfer cannot proceed unless a new administrator has accepted the initial user invite first.
- Contact Support Team: You can also contact QuickBooks online support in case those errors still persist.
Issue 3: Primary Admin Already Has a QuickBooks Account
- Conflicting Logins; A different e-mail address must be used for the primary administration role if the next main administrator is already logged in as a QuickBooks online user.
Conclusion
In conclusion, the process of changing primary admin in QuickBooks online is easy to follow thus guaranteeing that your company’s financial data will be managed by the right person. By following the steps outlined above, you can successfully move the primary admin role without any issues arising whatsoever.
Always ensure that the new admin understands their responsibilities and has full access to all necessary features provided by QuickBooks Online. In case of any difficulties, QuickBooks Online support is ready for a quick solution to this issue.
