George4Tacks
Level 15
‎07-01-2023 04:44 PM

From https://proconnect.intuit.com/support/en-us/help-article/account-management/access-manage-personal-d...

How to determine Primary Admin and transfer those rights

ProConnect Tax Online

  1. Login to ProConnect Tax Online.
  2. Click on QB Accountant on the left hand side.
  • What if I do not use QuickBooks Online Accountant? Regardless of whether or not you currently use QuickBooks Online Accountant, each ProConnect Tax Online account comes paired with QuickBooks Online Accountant.
  1. Click on the gear icon.
  2. Select Your Team.
  3. Find your name as the primary admin.
  4. Click on Firm Administration and Books tab.
  5. Click on the Transfer Primary Admin button.
  6. Using the drop-down menu, choose a current user to transfer your primary admin rights to.
  7. Click Send invitation.
    • This will send a request email to the user selected.
  1. Upon acceptance, you will receive any email indicating the success transfer of your primary admin rights.

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