Go to Settings, then Manage users, find the person you want to promote, open their dropdown, and choose Make primary admin. QuickBooks then emails the current primary admin a confirmation link; the transfer only completes once that link gets clicked, not the moment you request it.
1. Make sure the new primary admin is already a user. If they're not yet added to your QuickBooks Online company, add them first under Manage users and have them accept the invite before you try to promote them.
2. Go to Settings, then Manage users.
3. Locate that user in the list and click the dropdown arrow on their row.
4. Choose Make primary admin from the menu.
5. Confirm the request. QuickBooks sends a confirmation email to the current primary admin's address on file, the one tied to the account, not necessarily the one actively checked day to day.
6. The current primary admin clicks the link in that email. Until they do, the role hasn't actually transferred, no matter who initiated it.
7. Once confirmed, the new user becomes primary admin. The previous primary admin drops to a regular admin role, keeping full access, just without the primary designation.
The email step exists to stop someone from hijacking the account by simply promoting themselves and locking the real owner out, which is a reasonable thing to guard against. The problem shows up when the current primary admin's email on file is stale: they left the company, changed email providers, or the address was never updated after a handoff years ago.
When that happens, this stops being a two-minute settings change and becomes an actual support case with Intuit, usually involving identity verification and documentation, which can take real time to resolve. Most businesses discover this is a problem only at the moment they urgently need to fix it, when someone with primary admin access has already left.
When someone's marked as leaving in your HR or IT system, the automation flags whether they hold primary admin or owner-level access anywhere, including QuickBooks, so the transfer happens before their email's deactivated, not after.
Admin and owner-level users in QuickBooks get checked on a schedule against your current staff or ownership list, so a departed employee showing up as primary admin gets caught during a routine review instead of during an emergency.
Tell us how access gets granted and removed in your business today, and we'll tell you if the gap between the two is something that can be monitored automatically.
Tell us who currently holds primary admin, owner, or similarly critical access across the tools your business runs on, and we'll tell you if that's worth tracking automatically instead of discovering it's wrong at the worst possible time. Admin access is one example of something that drifts quietly; the same check applies to any system in the business, not just QuickBooks.
Let's talk →Go to Settings, then Manage users, then Add user. Choose their role (Admin, Standard, or a more limited custom role depending on your plan), enter their email, and QuickBooks sends them an invite to accept.
From the same Manage users list, open the dropdown next to the user and select Edit. You can adjust their role and, on plans that support it, restrict exactly which areas (customers, vendors, reports, and so on) they can access.
No, different things entirely. Changing a password updates how one user logs in. Changing the primary admin transfers which user holds the top-level role on the account, including things like billing control, and requires the confirmation email described above regardless of anyone's password.