How to request to be the master admin or primary contact

In today’s blog, we will tell how you can become the master admin or primary contact for an account in QuickBooks. If the present master admin or primary contact is available then it is very easy to switch the role to you within a few seconds. In case they are not available or are not able to make the change, not to worry. In this situation, you just have to send a request message to the team of Intuit account protection. So lets us see what to do.

Step 1: Collect documents for your request

For some security reasons and to verify that you are the actual owner or have access privileges regarding the account, Intuit will ask you for some information.

See below for the documents you will need by reviewing these two questions. In case you are having the physical copies of these documents, make sure to click high-quality photos or take scans so that you can upload them easily.

Are you the owner of the business?

If you will go with the answer ”Yes, I’m the owner of the business”. Here are the documents you will require:

Your photo ID that may include a driver’s license, state-issued ID, or passport.

Or if you will go with the answer ”No, I’m not the owner of the business”. Here are the documents you will require:

  • Your photo ID that may include a driver’s license, state-issued ID, or passport.
  • The owner of a business photo ID may include a driver’s license, state-issued ID, or passport.
  • And least but not last a letter of permission from the owner of the business 

What type of business is it?

If Sole proprietor, you will have to provide

  •     your business license

If Incorporation proprietor, you will have to provide all of the document including:

  • Articles of incorporation
  • Shareholders agreement
  • Corporation bylaws

If limited Liability Company LLC, you will have to provide all of the document including:

  • Articles of organization
  • Operating agreement

If Limited Partnership, you will have to provide all of the document including:

  • Limited partnership’s Certificate 
  • Limited liability partnership’s Certificate 

If Nonprofit Corporation, you will have to provide one of the documents including:

  • Articles of incorporation
  • Board meeting minutes
  • Signed permission letter
  • Nonprofit corporate bylaws

If Self-Employed, you will have to provide 

  • Your photo ID that may include a driver’s license, state-issued ID, or passport.

If you have any other type of business that is not matching the provided categories. You will have to provide all of the document including:

  • Articles of organization
  • Shareholders agreement
  • Corporation bylaws
  • Articles of incorporation

In case you are not able to provide the required documents

If you are not able to provide all the above mentioned documents that Intuit needs to ensure and verify the account ownership or access privileges. They can not carry out your request without having any order from the court. Here we recommend you to try once again and find if the present master admin or primary contact is able to transfer the role to you.

Step 2: Submit your request

  1. First of all, log in to your QuickBooks Online account as an admin user. In case you are not having an Intuit account now, then you must need to create an account. After that return back and refresh the page from your chrome or web browser.
  2. Enter the required information on the form from the bottom of the page, and upload the collected documents you have.
  3. Just after you submit this request, you will get a notification of a confirmation email from the Intuit support team having your case number.

Step 3: See for the Intuit response and take steps if you need to

Intuit will review the request you have sent within three workings days. Check for the notification with an email from no_response@intuit.com.

In case Intuit approve your request

Intuit will inform you that they have transferred the master admin or primary contact role to you. Then you are good to go and all set.

In case Intuit unable to approve your request

Intuit will inform you why did this happen to you and what steps you can take. For example, they will tell you about it in case any important document is missing, illegible, or your request is not meeting the criteria for approval. After that, you will have to submit a new request and upload all of the necessary documents again they are asking about for your security verification.

In case the member who has the master admin or primary contact account is no longer available, we suggest you contacting the Intuit support team so they can help you with your master admin or primary contact role transfer. They have various different windows to help their customer like you and provide support in a secure environment. Here is the full process to reach them:

  1. Firstly login to your QuickBooks online account.
  2. Chose the option to Help.
  3. Hit on the category of Contact Us.

Conclusion

With the help of a QuickBooks Online account, you are able to add various different kinds of users, however, one thing you should remember that there is always just a single master admin or primary contact who can access all other users available there. In case someone else or a new member wants to access your company in QuickBooks, look at the above article on how to transfer the master admin or primary contact role to them.

Just remember that when you designate someone else as the Master Admin or primary contact role for your QuickBooks online Company, only they will have the power of access to transfer or resign the Master Admin role to another Company Administrator in the upcoming time. So in short we just want to tell you, be sure to whom you are hand cover the power or right of you QuickBooks online company for the future. For more help contact our QuickBooks online support team at+1-877-798-1556.