How to Change the Primary Admin User in QuickBooks Online?

The primary user is defined as the main user and has the authority to access every part of the QuickBooks account. This user type contains a higher level of permissions. They have the power to manage all the users and other admin tasks. By default, the primary admin is the one who has set up the account. If you wish to change the primary admin, read the whole article to transfer the role to another QuickBooks user. 

Assign the new primary Admin

You have the option to transfer the primary admin role to the current QuickBooks user. Or, if the person still needs to become a QuickBooks user, you can add them as a new user. Then, you can transfer the primary admin role to them once they’re added. 

You should be able to sign in as the primary admin to transfer the role. If the existing primary admin is no longer working with the company, you have the option to request to be the primary admin. Follow the steps mentioned below to transfer the role to an existing user. 

Important Note: If you’re an accountant, you’re the primary admin of your firm, and you have the authority to change the primary admin role in a client’s account. 

Step 1: Sign in as Primary Admin

First, you need to sign in to QuickBooks Online as the current primary admin. If you can’t sign in, then you have the option to recover your user ID or password. 

Step 2: Choose Manage Users

Now, navigate to Settings and then choose the Manage Users option. 

Step 3: Search the User

Search for the user for whom you wish to make the primary admin. Now, from the User Type menu, ensure they are listed as admin. If they’re not, then choose the Edit option to change their role to admin. 

Step 4: Confirm the Changes

Now, choose the small arrow from the Action menu. Then, choose the Make primary admin. Select the option again to save all the changes. After that, sign out of QuickBooks. 

Change primary admin

Step 1: Sign in as Primary Admin

First, you need to sign in to QuickBooks Online as the existing primary admin. If you’re unable to sign in, you can recover your user ID or password. 

Step 2: Choose Manage Users

Go to the Settings option and choose the Manage users. 

Step 3: Search the User

Search the user to make the primary admin. From the User Type column, ensure that they are listed as admin. If they’re not, then choose the Edit option to change their role to admin. 

Step 4: Change the Primary Admin

Now, choose the ellipsis icon from the Action menu. Then, choose the Change Primary Admin option. Again, press on the Change Primary Admin to confirm the changes. Lastly, sign out of QuickBooks. 

Note: When the user receives the invitation email, they must select the link and accept the initiation to become the primary admin.