Tag: company id

You must be signed in as the Master Administrator in order to transfer the role to another user. If you are not the current Master Administrator, please ask the current Master Administrator to follow the steps below. The user who will become the new Master Administrator must be an active Company Administrator with an email account.

1. Log into QBO using the Master Administrator’s user ID and password. (The sign-in page is: https://qbo.intuit.com.)
2. Click the “Company Gear” icon  (upper right corner) > Manage Users under Your Company heading.
3. Click the Transfer Master Administrator button on the left side of the screen. If this button does not appear, you are not signed in as the Master Administrator.
4. In the Transfer To drop-down list, select the name of the new administrator.
5. Click Finish.
6. If the user to whom you wish to transfer the role does not appear in the drop-down list, click Cancel to return to the Manage Users page. You will need to make the desired user a Company Administrator. Make sure an email address is included for the user. These steps will generate an email to the person being invited to become the new Master Administrator. That person will need to accept the invitation in the email.
7. Sign out.

Important: The Master Administrator role does not get transferred until the invitation is accepted by the new person.

You must be a Master Administrator or a Company Administrator to add a new user.  If the user you’d like to transfers rights to hasn’t been added, you will need add him/her before the transfer can take place.

Adding a new user who will be the new Master Administrator:

1. Click the “Company Gear” icon  (upper right corner) > Manage Users under Your Company heading.
2. Click the New button at the bottom-right.
3. Select Company Administrator and then click Next.
4. Enter the new user’s email address and their name. Click Next.
5. Complete the screens until you get to the last one and then click Finish.
6. Sign out.

When you click Finish, an email will be sent to the new user. Tell them to read the email and then click the link which is in the word HERE. If they already have a QuickBooks Online user ID and password, they can use it. If not, this is where they create their user ID and password.

Once the user has been invited and the user ID and password has been created for the new user, you must sign in as the Master Administrator in order to transfer the role to another user.

In order to transfer Master Administrator rights to a user, that user must be a Company Administrator.

To change a limited or regular user to a Company Administrator:

1. Click the “Company Gear” icon  (upper right corner) > Manage Users under Your Company heading.
2. Find the user you’d like to edit and click on their name to highlight.
3. At the bottom right, click on the Edit button.
4. In the upper right of the User Information page, click the Change button.
5. Select Company Administrator and click Next.
6. Click Finish.
7. Click Save.
8. The user will need to sign out and sign back in for the access rights change to appear.

If for some reason it is impossible to contact or work with the current Master Administrator, please contact customer care by choosing Help, then clicking Contact Us.