In this article, you will learn that how to request to be the primary admin in QuickBooks or the master contact. When you want to enter every part of the QuickBooks account the primary admin is the main in this to access the account. If you see that it is unavailable to transfer the role or make changes on their own then you can send the request to the protection team.
The process to be the Primary Admin in QuickBooks
There are some steps to request to the primary admin or contact in QuickBooks which are mentioned below:-
Step 1: Gather Document for your Request
There are some documents which are need for your request. If you want to protect your account and data then first check that you have the advantage to enter the account in rightful ownership. This business or ownership to assign and need to check new primary admin or contact.
Type of Business:-
There are some type of business given below in which you find out what you want to provide:-
Sole Proprietorship
- If you are the owner then you need to provide, photo ID (passport, driving license, state-issued ID)Business license.
- And If own no part of this business then you need to provide, Photo ID (passport, driving license, state-issued ID)Owner’s photo ID (passport, driving license, state-issued ID)Owner’s business license letter of permission from the owner.
Self-employed
- If you are the owner, and you are a self-employed then you need to provide photo ID (passport, driving license, state-issued ID)Business license.
- And if own no part of this business then a photo ID (passport, driving license, state-issued ID) owner’s photo ID (passport, driving license, state-issued ID) owner’s business license letter of permission and etc are needed from the as document.
Corporation / S Crop
| Who owns the business? | Documents Required |
| I am the sole and majority owner | You need to provide:Photo ID (passport, driving license, state-issued ID) There is one of the following business documents indicating the owner by name and title:Articles of organizationCorporation bylawsShareholders agreement |
| I am a 50/50 owner | You need to provide:Photo ID (passport, driving license, state-issued ID)Business partner’s photo ID (passport, driving license, state-issued ID)Letter of permission from the business partner There is one of the following business documents indicating the owner by name and title:Articles of organizationCorporation bylawsShareholders agreement |
| I am a minority owner | You need to provide:Photo ID (passport, driving license, state-issued ID)Majority of owner’s photo ID (passport, driving license, state-issued ID)Letter of permission from the majority owner There is one of the following business documents indicating the owner by name and title:Articles of organizationCorporation bylawsShareholders agreement |
| I own no part of this business | You need to provide:Photo ID (passport, driving license, state-issued ID)One of the owner’s (sole, majority, or 50/50 owner’s) photo ID (passport, driving license, state-issued ID)Permission letter from the majority of the owner or if no majority of the owner, permission letter with all appropriate owner signs There is one of the following business documents indicating the owner by name and title: Articles of organization corporation bylawsShareholders agreement. |
Limited Liability Company (LLC)
| Who owns the business? | Documents Required |
| I am the sole majority owner | You need to provide:Photo ID (passport, driving license, state-issued ID) There is one of the following business documents indicating the owner by name and title:Articles of organizationOperating agreement |
| I am a 50/50 owner | You need to provide:Photo ID (passport, driving license, state-issued ID)Business partner’s photo ID (passport, driving license, state-issued ID)Letter of permission from the business partnerThere is one of the following business documents indicating the owner by name and title:Articles of organizationOperating agreement |
| I am a minority owner | You need to provide:Photo ID (passport, driving license, state-issued ID)Majority of owner’s photo ID (passport, driving license, state-issued ID)Letter of permission from the majority owner There is one of the following business documents indicating the owner by name and title:Articles of organizationOperating agreement |
| I own no part of this business | You need to provide:Photo ID (passport, driving license, state-issued ID)One of the owner’s (sole, majority, or 50/50 owner’s) photo ID (passport, driving license, state-issued ID)Permission letter from the majority of the owner or if no majority of the owner, permission letter with all appropriate owner signs This is one of the following business documents indicating the owner by name and title:Articles of organizationOperating agreement |
Other
| Who Owns the Business? | Document Required |
| I am the sole majority owner | You need to provide:Photo ID (passport, driving license, state-issued ID) There is one of the following business documents indicating the owner by name and title:Articles of organizationArticles of incorporationShareholders agreementCorporation bylaws |
| I am a 50/50 owner | You need to provide:Photo ID (passport, driving license, state-issued ID)Business partner’s photo ID (passport, driving license, state-issued ID)Letter of permission from the business partner There is one of the following business documents indicating the owner by name and title:Articles of organizationArticles of incorporationShareholders agreementCorporation bylaws |
| I am a minority owner | You need to provide:Photo ID (passport, driving license, state-issued ID)Majority of owner’s photo ID (passport, driving license, state-issued ID)Letter of permission from the majority owner There is one of the following business documents indicating the owner by name and title:Articles of organizationArticles of incorporationShareholders agreementCorporation bylaws |
| I own no part of this business | You need to provide:Photo ID (passport, driving license, state-issued ID)Owner’s (or majority of owners) photo ID (passport, driving license, state-issued ID)Letter of permission from the owner (or majority owner) There is one of the following business documents indicating the owner by name and title:Articles of organizationArticles of incorporationShareholders agreementCorporation bylaws |
Other Useful Resources:
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QuickBooks Online Certification Exam Answers PDF (All Sections)
It’s a Nonprofit
| Are you the president of the non-profit? | Documents Required |
| Yes | You need to provide:Photo ID (passport, driving license, state-issued ID)There is one of the following business documents indicating the owner by name and title:Articles of organizationNon-profit corporate bylawsRecommended: Currently the dated board of trustee meeting minutes showing the chairperson or president by name along with who the newly designated primary admin should be |
| No | You need to provide:Photo ID (passport, driving license, state-issued ID)Photo ID of the non-profit’s president (drivers license, state-issued ID, or passport)Signed permission letter from the non-profit’s president There is one of the following business documents indicating the owner by name and title:Articles of organizationNon-profit corporate bylawsRecommended: Currently the dated board of trustee meeting minutes showing the chairperson or president by name along with who the newly designated primary admin should be |
It’s not a Business
| What goes into this QuickBooks account you are the person in charge of? | Documents Required |
| Yes | You need to provide:Photo ID (passport, driving license, state-issued ID) |
| No | You need to provide:Photo ID (passport, driving license, state-issued ID)Photo of the person in charge (drivers license, state-issued id, or passport)Signed permission letter of the person in charge of what is going into this QuickBooks account (driving license, state-issued id, or passport) |
Step 3: Login to your QuickBooks Account
In this step, you have to sign in with your email to see the form. If you don’t have access to Intuit account in QuickBooks then create it first and after creating back to this page. Refresh this page in your browser and after sign in.
Step 4: Fill out the Form
After sign in you have to complete the form which is approved quickly and safely request and please ensure these important points also which are mentioned below:-
- Firstly, signed in then you can see the form
- Your photo ID (passport, driving license, or other gov-issued ID)
- From step 1 you already have business documents
- These business documents showing that who is the chairperson, owner, and leader of the business
- Your all documents are clear and not show your social number, or to protect your privacy
- Provide QB desktop license, business license only when it is applicable.
- For minority ownership or 50/50 business types, you have to choose no for “Are you the owner of the business”
- Some ownership or authorship of the QuickBooks account to add documents only when it is not applicable
Step 4: Wait for the Response
Your form will be reviewed by QuickBooks, so you have to keep patience, and need to wait for the reply. QuickBooks will complete the review and will send you an update on the status of this request. It will review as soon as possible.
If QuickBooks approve your request
If QuickBooks approve your request then it will transfer you to the primary admin or contact role. After that, you only have to do is sign in with an email for the next time you use QuickBooks.
If QuickBooks reject your request
If QuickBooks is unable to approve your request then it means your specific document is missing, illegal, or not approval criteria. After that, you only have to do is fill the form again and upload documents properly for your security.
Final Note
At the end of this post, we hope you like the article. We have put a lot of effort to provide information in this article. Hopefully, it will informative for you, and now you can request to be the primary admin in QuickBooks. Still, if you have any doubt regarding this topic then you can contact our ProAdvisor for the best and instant QuickBooks Support. We are always ready to help you. Lastly, we want to say thanks for visiting our site.