How to Request to Be The Master Admin of QuickBooks

Do you want to be the master admin or primary contact of QuickBooks? If you are sure about it then, request to be the master admin of QuickBooks. Here is the article, for you, by which you can request to be the master admin of QuickBooks. So let’s start the blog, without wasting the valuable time.

Important Points To Remember Before Sending Request

Some important information you need to remember for approving your request quickly and safely are:

  • Your photo ID which will be provided to us as a passport, driving license, or other government documents issued ID should be valid.
  • You should contain all the required documents which asked for.
  • The business documents should include the owner, chairperson, or the leader information of the business operation.
  • The documents should be clear and should be legible for verification.
  • Any document should not contain your Social Security number, for protecting your privacy.

Procedure to Request To Be The Master Admin in QuickBooks

Here we are going to discuss the steps of sending the request.

Step 1: Ready with All the Documents for Request

The documents are required for the security purpose, Intuit asks you for the documents so that they can able to verify that you have the rightful or correct ownership or the access privileges for the account.

Here you are going to mention all the documents required. If you are having the documents as their physical copy then it will be very nice and you are required to take the high-quality photos or scan that documents and then upload them when you will send the request.

If you are the Owner of the business

Here you need to provide your photo ID which can be state-issued, passport, driving license, etc.

If you are not the Owner of the business

Here you need to provide all the documents mentioned below:

  • You have to give your photo ID which can be state-issued, passport, driving license, etc.
  • Also, you need to give the business owner a photo ID which can be state-issued, passport, driving license, etc.
  • And you need to give a letter of permission from the business owner for verification.

Select the Business Type Which You are Working In

Here you will about the types of business as you need to distinguish what type of business you have or you are working in and according to that, you have to provide all the information. They are:

  • Sole Proprietor- Here you need to provide your business license for verification.
  • Incorporation- Here you need to provide all the documents mentioned below:
    • You need to give articles of incorporation.
    • Also, you need to provide the corporation bylaws.
    • And you also to give Shareholders agreement.
  • Limited Liability Company (LLC)- Here you need to provide all the documents mentioned below:
    • You need to give articles of organization.
    • And you also to give the operating agreement.
  • Limited Partnership- Here you need to provide all the documents mentioned below:
    • You need to give the Certification of the limited partnership.
    • And also you need to provide Certification of the limited liability partnership.
  • Non- Profit Corporation- Here you need to provide all the documents mentioned below:
    • You need to give articles of incorporation.
    • Also, you need to provide the Non-Profit corporation bylaws.
    • You have to provide the board meeting minutes.
    • And you need to provide the signed permission letter.
  • Self Employed- Here you need to provide your photo ID which can be state-issued, passport, driving license, etc.
  • If you have any other business which does not get matched with the categories discussed above then- Here you need to provide all the documents are mentioned below:
    • You need to give articles of organization.
    • Here, you need to give articles of incorporation.
    • You also to give Shareholders agreement.
    • And also you need to provide the corporation bylaws.

Some Important Point To Remember

Here are some points which need to keep remember. They are:

  • You have to remember that the documents which will be provided by you should contain the owner, chairperson, or the leader name and its information of the organization to which you are belonging to.
  • Even if in case the admin of the organization is passed away then you are asked to provide the power of attorney document or other court documents that definitively confirms the transfer of the ownership of the organization.

If You Are Not Having The Document Required For Verification

If you are not having the documents with you which are asked to provide then QuickBooks needs to verify your ownership or the access privileges, then Intuit will not be able to carry out your request without having the court order. You can try again for getting the documents and then you see that if the current master admin or primary contact can transfer the role to you.

Step 2: Send Your Request to Intuit

Here some steps mentioned for you by which you can send your request are:

  • First, you have to sign in to QuickBooks Online as an admin. But if you are not having an Intuit account till now then you need to create the account first. Then you need to return to this page and need to refresh the page of your browser and log in as an admin.
  • Then you have to fill the form which is at the bottom of the page with your correct information and need to upload the documents you have gathered.
  • And at last, you have to submit your request and then you will receive a confirmation email from your support team which will contain your case number.

Step 3: Wait for the Intuit Response

The request which will be sent by you will be received by Intuit within three business days. You need to look for Intuit email for approval.

If Your Request Approved By Intuit for Request To Be The Master Admin

If your request is approved by Intuit then it tells you that we have transferred the master admin or primary contact role to you. Now your work is done.

If Your Request Not Approved By Intuit for Request To Be The Master Admin

If your request not approved by Intuit then they will tell you the reason why and what steps you have to follow in this condition. As you can take an example: Intuit will be telling you that this document is missing, illegible or you do not fulfill all the criteria for approval.

Then you need to send the new request to Intuit and need to upload all of the required documents again for your security check purpose.

Final Words

Here we have discussed the request to be the master admin or primary contact, gather all the documents, send your request, lastly look for our response which we will give and if necessary you can take steps, etc. If you have any issues you can solve with the above data but if your problem not solved then you can get the QuickBooks ProAdvisor support to solve your problem instantly.

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