QuickBooks is a widely used accounting software among small businesses and accountants. As a business owner, there may come a time when you need to change the primary admin in QuickBooks. This could be due to a change in personnel or if you want to give someone else more control over your financial data. In this article, we will guide you through the steps to change the primary admin in QuickBooks and also tell you how Accounting Supports can help you with QuickBooks Online.
Step 1: Log in to your QuickBooks account
The first step is to log in to your QuickBooks account as the current primary admin.
Step 2: Access the "Manage Users" page
Click on the Gear icon in the upper-right corner of the screen and select "Manage Users" from the dropdown menu.
Step 3: Select the user to be the new primary admin
From the list of users, find the user that you want to make the new primary admin and click on their name to open their user profile.
Step 4: Change the user's access level
On the user profile page, change the user's access level to "Admin" by clicking on the drop-down menu next to "Access."
Step 5: Remove the current primary admin
Before you can make the new user the primary admin, you need to remove the current primary admin. Find the current primary admin's name from the user list and click on their name to open their user profile. Change their access level to "Standard" by clicking on the drop-down menu next to "Access."
Step 6: Make the new user the primary admin
Finally, go back to the new user's profile page and change their access level to "Admin" to make them the new primary admin.
Step 7: Save your changes
Save your changes by clicking on the "Save" button at the bottom of the user profile page.
That's it! You have successfully changed the primary admin in QuickBooks.
If you encounter any issues while changing the primary admin or need additional help with QuickBooks, Accounting Supports can assist you. Our team of experts is experienced in QuickBooks and can help guide you through the process. We offer a range of virtual bookkeeping services, including monthly bookkeeping and assistance with accounting software like QuickBooks Online. Our services start as low as $99 per month, and we can help you streamline your bookkeeping so you can focus on what you do best – running your business.
In conclusion, changing the primary admin in QuickBooks is a simple process, but it's important to do it correctly to ensure that the new admin has the appropriate access and control over your financial data. Contact Accounting Supports today to learn more about our bookkeeping services and how we can help you with QuickBooks Online.