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Change Firm Administrator in ProConnect?
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CRB1
Level 1
06-30-2023
08:30 PM
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How does one change the Firm Administrator in ProConnect so I can import the EFIN Summary?
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1 Comment 1
George4Tacks
Level 15
07-01-2023
04:44 PM
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How to determine Primary Admin and transfer those rights
ProConnect Tax Online
- Login to ProConnect Tax Online.
- 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.
- Click on the gear icon.
- Select Your Team.
- Find your name as the primary admin.
- Click on Firm Administration and Books tab.
- Click on the Transfer Primary Admin button.
- Using the drop-down menu, choose a current user to transfer your primary admin rights to.
- Click Send invitation.
- This will send a request email to the user selected.
- Upon acceptance, you will receive any email indicating the success transfer of your primary admin rights.
Answers are easy. Questions are hard!
