We really appreciate you providing all the information and a screenshot that would help us understand better your concern. Today we are here to share with you some insights about transferring the role as primary admin of your QuickBooks Online account with the help of QuickBooks Desktop Helpline Number.
In order to transfer the primary admin role, user must be able to log in as the primary admin. After that, they can request to be the primary admin in case if the current primary admin is no longer with the company.
We are here to show you how to transfer the role to an existing user:
Note: Your accountant must be the primary admin of your firm and should be able to change or edit the primary admin role in a client’s account.
1. First of all, sign in to QuickBooks Online as the current primary admin. In case, if they can’t, users can recover their user ID or password.
2. Next, navigate to Settings ⚙.
3. Then, choose Manage users.
4. Now, you need to locate the user you want to make the primary admin.
5. Users need to make sure that they are listed as Admin under the Role column. In case, if they’re not, then choose Edit to change their role to admin.
6. Then, choose to make primary admin by clicking the small arrow ▼ in the Action section.
7. For security, a verification code is sent to the phone number or email on file for your account. When you receive the verification code, enter it and select Continue.
8. Click & select Make primary admin page again to confirm the change.
9. At last, close QuickBooks.
You may also ask the user to select the link and accept the invitation from the email they received to be the primary admin of the Desktop.
While updating the log-in credentials, users can change the username instead, since they are getting an error message in updating the email.
If you want more additional information on this process, we will recommend you check on how to change your QuickBooks Online master administrator with the help of QuickBooks Experts.
We find the above given blog a perfect solution to know how to change the primary admin user ID to login to QuickBooks Online with the help of QuickBooks Desktop Helpline Number. However, you confront with any issues then please visit our website www.quickbooksupport.net or users can also draft a mail to us at email@example.com.