How to Change Primary Admin in QuickBooks- QuickBooks Online (QBO) is an excellent accounting software solution for businesses of all sizes. It has become so popular these days because it integrates with all the major sales platforms and handles financial information neatly. To ensure that the process of transferring data about your sales transactions, charges, refunds, etc. is complete. Accurate in your books, QBO aligns with Cinder which provides the leading solutions for the automatic synchronization of data secured against loss or duplicates and prepares your books for error-free solutions.
Read: How to Use QuickBooks for Small Businesses 2023
QBO also offers a variety of features that make it easy to manage your finances, including the ability to assign a Master Admin to your account who is responsible for managing it. Therefore, it’s important to understand how to change your primary admin in QBO.
Changing your primary administrator in QuickBooks Online (QBO) is a great way to secure your organization. Whether you need to transfer ownership to a new user or just need to update administrator credentials, it’s important to understand the process.
This step-by-step guide will guide you through the process of changing your primary administrator in QBO, so you can ensure that your organization remains secure and up-to-date. so let’s get started!
Who is the Primary Administrator of QuickBooks Online?
The primary QuickBooks Online administrator is the user who has full authority over the account and has the final say on all matters related to it. They have the ability to add and remove users, approve or deny account changes, and make all other changes to the account. They also have the ability to view all transactions and reports associated with the account.
The primary administrator is usually the person who initially sets up the account. However, if you need to transfer account ownership to another user or need to update administrator credentials, you should know how to change the primary administrator in QuickBooks Online. In the sections below, we’ll explain how to easily introduce the changes you need.
How to Add a New Admin in Quickbooks
The first step in changing your primary administrator in QuickBooks Online is to add a new user. To do this, first log in to your QBO account, then follow these steps:
- Find the “Settings” tab;
- Click “Manage Users”;
- Click “Add User”;
- Select a type of user and click “Next”;
- Select the user access rights and click “Next”;
- Fill in the required personal information of the new user and click “Save” to complete the process.
Transfer the Primary Administrator Role of the QuickBooks Online Account to Another User
Transferring the Master Admin role to another user is a fairly straightforward process that requires you to follow a few simple steps:
- Log in to your QuickBooks Online account;
- Click “Settings”;
- Click on the “Manage Users” tab;
- Select the user you want to be the new primary administrator
- Click the “Edit” button to change their role to Administrator.
- Click “Make Primary Administrator”;
- Click “Make Primary Administrator” again to confirm.
How to Remove Primary Admin from Quickbooks
If you want to remove your old admin, you’ll need to follow the same steps as you would when removing any other QBO user:
- Sure! Here’s a step-by-step guide on how to change the primary admin in QuickBooks Online:
- Step 1: Log in to your QuickBooks Online account with your current admin credentials.
- Step 2: From the Dashboard, click on the Gear icon located at the top-right corner of the screen, and then select “Manage Users” from the drop-down menu.
- Step 3: In the “Manage Users” window, you’ll see a list of all the users associated with your QuickBooks Online account. Find the user that you want to designate as the new primary admin and click on their name.
- Step 4: In the user details window, you’ll see their role listed. Click on the pencil icon next to their role to edit it.
- Step 5: In the “Change Role” window, select “Company Admin” from the drop-down menu to designate the user as the new primary admin. You can also assign additional roles and permissions if needed.
- Step 6: Click on “Save” to save the changes.
- Step 7: QuickBooks Online will ask you to confirm the change. Click on “Yes” to confirm that you want to change the user’s role to Company Admin.
- Step 8: The user will receive an email notifying them of the role change.
- Step 9: Log out of your QuickBooks Online account and have the new primary admin login with their credentials to access the account with the updated role.
- That’s it! You have successfully changed the primary admin in QuickBooks Online. Please note that only users with the role of “Company Admin” have the ability to change the primary admin role in QuickBooks Online.
Tips to Make the Process Easier
Changing your primary administrator in QuickBooks Online can take time and effort, but there are a few tricks you can use to make the process easier. First, make sure you have your current primary administrator’s contact information in case you need to contact them.
Second, check that you understand the tasks that your company’s QBO users perform and assign their roles accordingly. This should make it easier for you to understand to who you should transfer the administrator role of your QBO account.
Finally, be sure to remove any users you no longer need to ensure that your account is secure and that no unauthorized persons have access to sensitive financial data.
Conclusion
Changing your primary administrator in QuickBooks Online is a great way to make sure your organization is up to date. Now that you’ve gone through this step-by-step guide, you’re ready to add a new user, delegate the administrator role of your QBO account, and remove users who no longer have access to your account. Should not be accessible. These processes protect both your QBO account and your sensitive financial data.
And after securing your account, don’t forget to secure the accuracy of sales data synchronization. Try Cinder Sync’s per-transaction or daily-entry synchronization modes to see how easy and enjoyable this process can be. After a simple setup, it automatically starts in the background and transfers data from connected sales channels and payment gateways, ensuring there are no duplicates, using current conversion rates (if this feature is set) Convert the tax transaction currency to the currency of your books, track tax information (if preset), and more.