Are you looking for the process to change primary contact for QuickBooks desktop? If yes, then you have landed at the right place. This article is designed in a way to provide you with the nitty-gritty of the process to change primary contact for QuickBooks desktop. The QuickBooks user can change the primary contact for QuickBooks by navigating to the customer account management portal for QuickBooks desktop. To know more, we would suggest you read ahead carefully and follow the steps mentioned later in the article.
If you feel the need of any sort of technical assistance at any stage, then talk to our accounting professionals directly at our toll-free customer support number i.e. 1-888-351-0999. Our team of technically sound accounting professionals will ensure to provide you with immediate technical assistance.
Reason to Change the Primary Contact for QuickBooks Desktop
In this post, I’ll explain the procedure to transfer the Primary Administrator position to an Intuit account that is associated with the specific QuickBooks Desktop company file. The procedure is compatible with any version supported by QuickBooks Desktop. Make sure you go to the end of the article that provide more information about working using the management of your Intuit account management.
What are the main reasons you’d have to transfer your email ID of the Primary Administrator for an account with Intuit?
- If the accountant has to return the file to the client
- In the event of an alteration in the ownership structure of the business.
- If the primary administrator on the Intuit account has left the company, and an employee who is new to the company must assume the role of the Primary Administrator.
You may also like: How to create and open portable company files in QuickBooks Desktop?
Steps for changing primary contact for QuickBooks desktop
The user can carry out the below steps, in order to change the primary contact for QuickBooks desktop:
- At first, the user is supposed to log in to the customer account portal
- After that, choose request to become primary contact
- The next step is to select the company that is to be transferred. Followed by filling in the reason for request and all needed information
- Once done with that, the user is required to choose next tab and also review all the information for accuracy
- Moving ahead, the user needs attach the requested documentation
- It should be noted that the documentation requirements change on the type of business selected
Note: It should be noted that the request will be processed within 3 business days.
See Also: How can I fix QuickBooks error 6000 83?
You have the option of choosing between two access points to begin the transfer process.
The access point for one is accessible when you login to the account using the Administrator credentials of the user. Choose the menu bar company > set up Users and Passwords > QuickBooks Control of Account Users. The menu’s location is identical to QuickBooks Enterprise. QuickBooks Enterprise software.
If your situation is similar to mine you’re an accountant, and I’ve already returned this file back to my client after previously affiliating it with my personal account with my accountant Intuit account. Thus, I’m looking for the method of transferring ownership of the file without having access to the QuickBooks Desktop company file at my office.
You could transfer the Primary Admin position by first logging in to your personal login to your Intuit Account online and selecting the business for which you would like to transfer the primary admin job.
Change primary admin to select
You can then transfer the primary admin position by clicking Change Primary Admin button within the action column. Select from the drop-down list the user you want to transfer the responsibility.
Simply click to open the ” I understand …” print in the left-hand side of the. The message will inform you that you have transferred the Primary Admin role and to ensure security you must log into your (i.e. your accountant’s) Account with Intuit. To the right of the screen page, click to click the button to verify. button.
When asked, you’ll be required to log into your account with your accountant Intuit account. The message will inform you that an invitation has been delivered to the customer, and the transfer process has not yet complete. After I click “Ok” on the message the account user management window displays the status of the client as Active however, it is awaiting an transfer to the primary administrator position.
Check the status of a request
After the request is reviewed, the user will get an email. In case the information is missing, the details will be provided, so that the user can resubmit the request information. The user will be required to resubmit all of the documentation together for approval of the request. In case the user is not having the access to the primary contact’s account, then in that case he/she can update it by reaching out to the customer support.
See Also: How to Upgrade Internet Explorer to Open QuickBooks Desktop?
This was the complete process to change primary contact for QuickBooks desktop. It is expected that after going through the above steps, the user will be able to change the primary contact for QuickBooks desktop successfully. However, in case you are stuck at any point of time, or you need any technical assistance, then in that case, feel free to make a call at our QuickBooks desktop support number i.e. 1-888-351-0999. We would be delighted to help you in successfully changing primary contact for QuickBooks desktop.