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Transfer the primary admin role in QuickBooks Desktop - Step 2: Sign In
In this article, I will share with you the process for transferring the Primary Admin role for an Intuit account associated with a specific QuickBooks Desktop company file. I am using Request to be primary admin in quickbooks desktop Pdimary Accountant for the images in this t, but the process как сообщается здесь work for any supported version of QuickBooks Desktop. Be sure to scroll to the end of this article for links to three videos with other details on working with your Intuit account management.
Click to watch a video of the instructions in this article or click on the video below. What are some reasons you would need to transfer the email ID for the Primary Admin of an Intuit account? One access point is available after logging into the file with the Admin user credentials. The menu location is similar in the QuickBooks Enterprise software. However, if quickboos need is like mine, I am an qyickbooks and I have already returned the file to the client, after previously associating it with my own accountant Intuit account.
So, I need a method to transfer ownership without having the QuickBooks По ссылке company file at my office. You can transfer the Primary Admin role by first logging into your own Intuit account online and selecting the company for which you want to transfer the Primary Admin role. Your first step is to select Add User. By default, every user added to this Intuit account will be assigned the Basic user role.
Optionally, choose to assign any other specific roles. Then select the Add /25017.txt button. A message displays that an invite was sent to the email you typed for the user. Click Quicckbooks. The newly-added user is listed with a Pending status in your accountant Intuit account. Instruct your client to accept the invitation they received in their email.
As part of the acceptance, they will be required to log into their own Intuit account or create a new one if they have not done so already. Encourage your client to use an email they have access to, and optionally their mobile phone number, for ease when prompted for authentication.
A message will display for your client that the invite was accepted. To continue with the transfer process, log into your accountant Intuit account. Then, select from the drop-down the specific user to whom you wish to transfer this role. A message displays that you are transferring the Request to be primary admin in quickbooks desktop Admin role, and for security purposes, you will need to sign into your i.
On the lower right, click the Verify button. As prompted, you will need to sign into your accountant Intuit account. Quickbooks for windows download message displays that the invite was sent to the client, and that the transfer process is not yet completed. Once I click the OK on that message, the Intuit account user management window shows the client status of Active, but pending for the transfer of the Primary admin role. Once again, instruct your client to accept the automated email invitation to become the Primary Admin of the Intuit account associated requesf this company file.
As по этой ссылке of the acceptance, your client will be required to log into their previously-created Intuit account. After clicking OKthe client is now listed as the Primary admin for this Intuit account request to be primary admin in quickbooks desktop with their QuickBooks Desktop company file.
Both the previous Primary admin and the new Qiuckbooks admin will also receive an email notification for added security and for tracking purposes. By default, the prior Primary admin is now assigned the Secondary admin role.
The new Primary admin can change the roles assigned or delete users from this specific Intuit account. Instruct your client to log into their company file with the QuickBooks Desktop Admin user credentials.
Next, when prompted for the Intuit account master admin claim request quickbooks desktop, instruct the client to use the same email User ID they used to accept the Primary Смотрите подробнее invite. After clicking the Continue button rdquest the Intuit account window, your client will be prompted to log into their own Intuit account the same email user ID they used when they accepted the invitations.
Your client can confirm their email is properly assigned to their company file by pressing the F2 key on a Продолжить чтение keyboard.
Request to be primary admin in quickbooks desktop have now request to be primary admin in quickbooks desktop the подробнее на этой странице process and have successfully transferred the Primary Admin role for the Intuit account associated with their QuickBooks Desktop company file.
By default, users added to the Intuit account do not have access to the QuickBooks Desktop file; request to be primary admin in quickbooks desktop this your client will need to select the Set Up Users menu item. The menus named here are similar in the QuickBooks Desktop Enterprise software.
Click here to see the article on this topic. Do you have any questions? Do you need additional support? I encourage you to like the video and leave any request to be primary admin in quickbooks desktop, or visit my YouTube channel for more videos. Be sure to scroll to the end of this article for links to three videos with other details on working with your Intuit account management Click to watch a video of the instructions in this article or click on the video below.
When the accountant is returning the file to a client; this is the example I request to be primary admin in quickbooks desktop in the accompanying video for this article. When there has been a change in the ownership structure of the company.
When the current Primary Admin of the Intuit account is leaving the company and a new employee needs to act as the Primary Admin. You can choose from two access points to start this transfer process.
Select change primary admin Next, you can now transfer the Primary Admin role by clicking the Change Primary Admin in the Action he.
Client reqkest invite to be primary admin Once again, instruct your client to accept the automated email invitation to become the Primary Admin of the Intuit account associated with this company file. Interested in other useful details when working with your Intuit account management? She also is a Sage Certified Consultant representing Sage Contractor software, and has written several QuickBooks training books and self-paced training videos.
In her spare time, she enjoys photography, art, reading, and camping with по этой ссылке sisters and their families.
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