How to Change Primary Admin in QuickBooks Online?

The most important task in QuickBooks is managing all the parts of users whose requirements increase day by day. A business person does not want his/her company or business to be shut down by small problems. A primary admin has the highest level of permissions and manages all users and other admin tasks. In this blog, we are going to talk about how to change primary admin in Quickbooks Online. If you want to move the primary admin position you may have access to login as a user.

What is the Primary Admin in Quickbooks Online?

Before going to the steps of changing primary admin in QuickBooks online, you have to know about the access of a primary admin in QBO. A primary admin has the crucial duties of managing the roles of users, their permissions, and all the accessibility of the account. They ensure the security of the company files or details stored in QuickBooks Online. Other permissions are under the primary admin such as managing billing, subscriptions, integrations, and other crucial parts for helping the company management system.

What are the key points for changing primary admin in Quickbooks Online?

Here are some essential key points that help you in changing primary admin in QB Online:

• There can be only one primary admin in a team.
• If a person is already the primary admin in a company or team so, he or she can be primary admin in another team.
• In the Autodesk Account, you can reassign the Primary Admin Role.

A step-by-step guide to change Primary Admin in Quickbooks Online

The primary administrators manage payments, and invoices, and contain all the subscription emails. Here are steps which help you in how to change primary admin in Quickbooks Online:

How to Assign a new Primary Admin?

You can assign the primary admin role to an existing QuickBooks user by following these steps. But, if that person is not a QuickBooks user then you have to add them as a new user. After that, you can add or transfer them as a new Primary Admin. To transfer the administrator role to a new primary admin you have to sign is as a primary admin.

If the primary admin is not part of the company then he/she can ask the company to login as Admin. Follow the steps given below to assign the role to an existing QB user:

• First, you have to sign in as the primary admin in QuickBooks Online.
• It allows you to recover your ID and password in case of unable to sign in.
• Now, choose the setting option.
• After that, click on the manage users tab.
• Search for the user that you want to make a new primary admin.
• Go to the user type column and verify the registered admin.
• If you have not found any listed admin then you can change their role to admin by clicking on the edit tab.
• Navigate the action column and click on the small arrow.
• After that choose to make a primary admin.
• You have to select Make Primary Admin again to make sure that transformations are done.
• After completing the whole process sign out of QuickBooks Online.

How to Change Primary Admin in QuickBooks Online?

Take a look at the below steps to change primary admin:

• You must have signed in as the primary admin in QuickBooks Online.
• If you are unable to sign in then you can recover your ID and password.
• Next, click on the setting option.
• Following that, select the manage users tab.
• Look for the user you wish to assign as the new primary administrator.
• Navigate to the user type section and confirm the admin that is listed.
• If you cannot find an admin on the list, you can designate them as an admin by selecting the edit option.
• Navigate the action section and choose the ellipsis icon.
• Now, choose Change Primary admin and re-select that option to verify the modifications.
• Click on the sign-out.

Note: After changing primary admin in QuickBooks Online users get an invitation email. You have to ask them to accept the invitation to be the Primary Admin.

Wrap Up

We ensure that you read all the steps and resolve all the issues or take the query of how to change primary admin in QuickBooks Online. If you are still stuck in this problem then you can contact QuickBooks Support team.