![]() ![]() By default, every user added to this Intuit account will be assigned the Basic user role. When prompted, enter your client’s email address to which you wish to transfer ownership. 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.Īdd client as a user to the Intuit account associated with your client’s company file So, I need a method to transfer ownership without having the QuickBooks Desktop company file at my office. However, if your need is like mine, I am an accountant and I have already returned the file to the client, after previously associating it with my own accountant Intuit account. The menu location is similar in the QuickBooks Enterprise software. Select from the menu bar, Company > Set Up Users and Passwords > Intuit Account User Management. One access point is available after logging into the file with the Admin user credentials. ![]() You can choose from two access points to start this transfer process. When the current Primary Admin of the Intuit account is leaving the company and a new employee needs to act as the Primary Admin.When there has been a change in the ownership structure of the company.When the accountant is returning the file to a client this is the example I demonstrate in the accompanying video for this article.What are some reasons you would need to transfer the email ID for the Primary Admin of an Intuit account? I am using QuickBooks Premier Accountant for the images in this article, but the process will 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 managementĬlick to watch a video of the instructions in this article or click on the video below. ![]() 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. Having an Intuit account provides a secure, single source login for access to all of Intuit’s powerful offerings, including owned QuickBooks Desktop software and connected services. Improved user experience and security protocols are being introduced for the QuickBooks® Desktop user by requiring the company owner to log in to an Intuit® account when opening the company file. ![]()
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