• Home

About Our Firm

3
  • We’re a Virtual Firm – Serving You Anywhere
  • Virtual Hours of Operation & Staff Availability
  • Federal Bank Holidays & Office Closures

Becoming a Client

4
  • OVERVIEW: Onboarding Timeline
  • Attending a Free Consultation
  • Requesting a Quote for Services
  • Reviewing Your Custom Proposal

Services Catalog

6
  • AC | Accounting Services
  • BK | Bookkeeping Services
  • PR | Payroll Services
  • TX | Tax Services
  • YE | Year End Services
  • 3P | 3rd Party Services

General FAQ

13
  • Renewing your City of Durango Business License
  • What are Client Tasks?
  • Providing View-Only Access: Overview
  • FinCEN Requires Beneficial Ownership Information Reporting
  • Change of Business Name &/or Address
  • What is a Form W-9 and when should I request one?
  • Quickbooks
    • Change the Primary Admin User in QuickBooks Online
    • How to Create a Quickbooks Backup File (.QBB)
    • How to Invite Your Accountant to Quickbooks Online
  • Bill.com
    • Paper Check Payments
    • Combining Payments
    • Check Expirations
    • View or print a copy of a cashed check and remittance

Sales Tax FAQ

1
  • Sales Tax for Contractors and Retailer-Contractors

Payroll FAQ

14
  • Key Dates & Timelines for Payroll Processing
  • Bank Holidays and ACH Processing for Direct Deposits
  • How to Submit Payroll
  • Approving your Payroll Pre-Process
  • Employee vs. Contractor
  • Finding your bank account and routing number for direct deposit
  • Gusto for Employees
    • Gusto time tracking for employees
    • Set up direct deposit or change your bank account information
    • Add multiple bank accounts and split direct deposits
    • Update my tax withholdings (federal or state W-4)
  • Gusto for Managers
    • How to add an Accountant to your Gusto account
    • give Gusto access to your CO MyUI Employer+
    • Add Employees in Gusto
    • Employee Timesheet Settings in Gusto

Year End FAQ

3
  • Year-End 1099 Services
  • Year-End 1099 Processing Deadlines & Fees
  • Recording 2% Shareholder Health Benefits
View Categories
  • Home
  • Docs
  • General FAQ
  • Quickbooks

Change the Primary Admin User in QuickBooks Online

< 1 min read

When you’d use this: Change of ownership, organizational updates, or when a new user needs full admin privileges in your account.

Access Manage Users in QuickBooks Online

Sign in to QuickBooks Online using your current primary admin credentials.

  • Select the Settings ⚙ icon.
  • Choose Manage users.
  • Locate the user you intend to promote to primary admin.

Ensure the User Has Admin Rights

Before you can transfer the primary admin role, the target user must be an Admin.

  • If they are not already an Admin, select Edit, change their role to “Admin,” and confirm.

Transfer the Primary Admin Rights

To officially transfer the role:

  • In the Action column, click the three-dot (⋮) or “Action” menu next to the user.
  • Select Change primary admin, then confirm by selecting it again.
  • Sign out of QuickBooks once the process completes.

New Admin Accepts the Role

The designated new primary admin will receive an email invite.

  • They must open the invite and sign in to their Intuit account.
  • Once accepted, primary admin rights transfer; you will revert to a regular Admin role.
How to Invite Your Accountant to Quickbooks OnlineHow to Create a Quickbooks Backup File (.QBB)
  • Follow
  • Follow
  • Follow

Privacy Policy | Terms of Service | Disclaimer

Salt & Main Accounting, LLC | Est. 2020

Hello | WebAdmin