Pinterest

How to Request to be Primary Admin or Contact for QuickBooks Account?

Access to all of Intuit’s robust solutions, including its QuickBooks Desktop software and linked services, is made possible by having […]


Free Trial Dancing Numbers Online
Voiced by Amazon Polly

Access to all of Intuit’s robust solutions, including its QuickBooks Desktop software and linked services, is made possible by having an account with the company. This login provides security and convenience. It’s all right if the primary admin or contact is unable to assign the role to you. You can send a request to the account protection team even if they can’t update it on their own or aren’t available.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Online. Utilize import, export, and delete services of Dancing Numbers software.

In this article, you will learn how you can place a request to be the primary contact or admin for an account in QuickBooks.

Here are the steps to request to be Primary Admin or Contact for QuickBooks Account?

1st Step: Collecting All Documents for the Request

QuickBooks require supporting documents to confirm your ownership of the account or your rightful access privileges to secure the account and its contents. The papers QuickBooks require to verify and designate a new primary admin or contact depends on the nature of the business and who owns it.

Type of Business

Self-Employed

Owner of the BusinessDocuments Necessary
I’m the ownerYou have to provide:
• The photo ID (state-issued ID, passport, driver’s license)
I do not own any part of the businessYou have to provide:
• The photo ID (state-issued ID, passport, driver’s license)
• Permission letter from the owner
• The photo ID of the owner (state-issued ID, passport, driver’s license)

Sole Proprietorship

Owner of the BusinessDocuments Necessary
I’m the ownerYou have to provide:
• The photo ID (state-issued ID, passport, driver’s license)
• The business license
I do not own any part of the businessYou have to provide:
• The photo ID (state-issued ID, passport, driver’s license)
• The business license of the owner
• Permission letter from the owner
• The photo ID of the owner (state-issued ID, passport, driver’s license)

S Corp/Corporation

Owner of the BusinessDocuments Necessary
I’m the only owner
I’m the majority owner
You have to provide:
• The photo ID (state-issued ID, passport, driver’s license)
In addition to this, you will have to provide a business document showcasing leadership/ownership by title and name:
• Corporation bylaws
• Articles of organization
• Agreement of shareholders
I’m the 50/50 ownerYou have to provide:
• The photo ID (state-issued ID, passport, driver’s license)
• The photo ID of the business partner (state-issued ID, passport, driver’s license)
• Permission letter from the business partner
In addition to this, you will have to provide a business document showcasing leadership/ownership by title and name:
• Corporation bylaws
• Articles of organization
• Agreement of shareholders
I’m the minority ownerYou have to provide:
• The photo ID (state-issued ID, passport, driver’s license)
• The photo ID of the majority owner (state-issued ID, passport, driver’s license)
• Permission letter from the majority owner
In addition to this, you will have to provide a business document showcasing leadership/ownership by title and name:
• Corporation bylaws
• Articles of organization
• Agreement of shareholders
I do not own any part of the businessYou have to provide:
• The photo ID (state-issued ID, passport, driver’s license)
• The photo ID (state-issued ID, passport, driver’s license) of the owner (majority, sole, or 50/50 owner)
• Permission letter from the majority owner or a letter with the signatures of appropriate owners
In addition to this, you will have to provide a business document showcasing leadership/ownership by title and name:
• Corporation bylaws
• Articles of organization
• Agreement of shareholders

Limited Liability Company (LLC)

Owner of the BusinessDocuments Necessary
I’m the only owner
I’m the majority owner
You have to provide:
• The photo ID (state-issued ID, passport, driver’s license)
In addition to this, you will have to provide a business document showcasing leadership/ownership by title and name:
• Operating Agreement
• Articles of organization
I’m the 50/50 ownerYou have to provide:
• The photo ID (state-issued ID, passport, driver’s license)
• The photo ID of the business partner (state-issued ID, passport, driver’s license)
• Permission letter from the business partner
Furthermore, you will have to provide a business document showcasing leadership/ownership by title and name:
• Operating Agreement
• Articles of organization
I’m the minority ownerYou have to provide:
• The photo ID (state-issued ID, passport, driver’s license)
• The photo ID of the majority owner (state-issued ID, passport, driver’s license)
• Permission letter from the majority owner
Furthermore, you will have to provide a business document showcasing leadership/ownership by title and name:
• Operating Agreement
• Articles of organization
I do not own any part of the businessYou have to provide:
• The photo ID (state-issued ID, passport, driver’s license)
• The photo ID (state-issued ID, passport, driver’s license) of the owner (majority, sole, or 50/50 owner)
• Permission letter from the majority owner or a letter with the signatures of appropriate owners
Furthermore, you will have to provide a business document showcasing leadership/ownership by title and name:
• Operating Agreement
• Articles of organization

Others

Owner of the BusinessDocuments Necessary
I’m the only owner
I’m the majority owner
You have to provide:
• The photo ID (state-issued ID, passport, driver’s license)
Furthermore, you will have to provide a business document showcasing leadership/ownership by title and name:
• Agreement of shareholders
• Corporation bylaws
• Articles of incorporation
• Articles of organization
I’m the 50/50 ownerYou have to provide:
• The photo ID (state-issued ID, passport, driver’s license)
• The photo ID of the business partner (state-issued ID, passport, driver’s license)
• Permission letter from the business partner
Furthermore, you will have to provide a business document showcasing leadership/ownership by title and name:
• Agreement of shareholders
• Corporation bylaws
• Articles of incorporation
• Articles of organization
I’m the minority ownerYou have to provide:
• The photo ID (state-issued ID, passport, driver’s license)
• The photo ID of the majority owner (state-issued ID, passport, driver’s license)
• Permission letter from the majority owner
Furthermore, you will have to provide a business document showcasing leadership/ownership by title and name:
• Agreement of shareholders
• Corporation bylaws
• Articles of incorporation
• Articles of organization
I do not own any part of the businessYou have to provide:
• The photo ID (state-issued ID, passport, driver’s license)
• The photo ID (state-issued ID, passport, driver’s license) of the owner (majority, sole, or 50/50 owner)
• Permission letter from the majority owner or a letter with the signatures of appropriate owners
Furthermore, you will have to provide a business document showcasing leadership/ownership by title and name:
• Agreement of shareholders
• Corporation bylaws
• Articles of incorporation
• Articles of organization

Nonprofit

Director or President of Nonprofit?Documents Necessary
YesYou have to provide:
• The photo ID (state-issued ID, passport, driver’s license)
Furthermore, you will have to provide a business document showcasing leadership/ownership by title and name:
• Non-profit corporate bylaws
• Articles of incorporation
• A copy of the most recent board of trustees meeting minutes that names the chairperson or president and indicates who the new Primary Administrator is.
NoYou have to provide:
• The photo ID (state-issued ID, passport, driver’s license)
• The photo ID of the director or president of the non-profit (state-issued ID, passport, driver’s license)
• Permission letter that is signed by the non-profit’s director or president
Furthermore, you will have to provide a business document showcasing leadership/ownership by title and name:
• Non-profit corporate bylaws
• Articles of incorporation
A copy of the most recent board of trustees meeting minutes that names the chairperson or president and indicates who the new Primary Administrator is.

2nd Step: Signing In

To access the form, you must log in with your email. Enter your Intuit Account login information to access QuickBooks. You have to create an Intuit Account if you do not have any existing account. Refresh the page in your web browser after signing in or creating an account, then come back here.

3rd Step: Finishing the Form

If you wish to get the request approved safely and quickly, you have to ensure:

  • You can view the form because you are signed in.
  • Your photo ID is authentic and was issued by the government; it is not altered or modified in any way.
  • The business documentations you obtained in step 1 are all present and correct.
  • The company records identify the owner, chairman, or top executive of the enterprise.
  • To preserve your privacy, all papers must be clear, and readable, and should not include your Social Security number.
  • When requested for a license, present a business license or QuickBooks Desktop License (if available).
  • For 50/50 or minority-owned business types, you should choose no when asked if you are the business’s owner.
  • If you are asked for papers and they are not relevant, you should submit proof of ownership or authorship for the QuickBooks account.

4th Step: Looking for the Response and Probable Next Steps

Intuit QuickBooks will evaluate your case as soon as they can. When they have finished reviewing the request, you will receive an email with a progress update. You need to watch out for a message from noresponse@intuit.com.

If the Request is Approved

You will be notified when the principal admin or contact position has been reassigned to you. The next time you use QuickBooks, all you have to do is sign in using the email address you provided.

If the Request is Unapproved

Intuit QuickBooks will explain why and provide you with actionable advice. For instance, they’ll inform you if a certain document isn’t there, isn’t legible, or doesn’t satisfy the requirements for approval. For your security, you must complete the form once more and upload all necessary files.

The article highlights how you can place a request to be the primary contact or admin for the QuickBooks account. You also get an in-depth insight into the documents that you have to collect depending on the type of the business.

However, if you fail to understand the guidelines or the steps, then it is wise if you reach out to a Dancing Numbers expert. You will get a detailed explanation from the expert.

And if you have any queries related to placing a request to be the primary contact or admin for the QuickBooks account, you should connect with Dancing Numbers team via LIVE CHAT.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-800-596-0806 or chat with experts.


Frequently Asked Questions (Faqs)

What Happens if the Primary Contact or Admin is Deceased?

If the owner served as the principal admin or contact but passed away, you must still provide the required documentation. This includes photo ID (state-issued ID, passport, driver’s license), business license, and permission letter of the owner.

Moreover, you must submit one of the following official business documents:

• Proof of ownership transfer
• Authority of Attorney

What are the Documents Required if it’s not a Business?

Here are the documents required if it is not a business:

The individual in charge of making entries into the QuickBooks account?
Documents Necessary

Yes
You have to provide:

• The photo ID (state-issued ID, passport, driver’s license)
 
No
You have to provide:
• The photo ID (state-issued ID, passport, driver’s license)
• The photo of the person who makes sure what goes into the QuickBooks account (state-issued ID, passport, driver’s license)
• A permission letter that is signed by the person who makes sure what goes into the QuickBooks account (state-issued ID, passport, driver’s license)

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

img

Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

img

Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

img

Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

img

Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Dancing Numbers: Case Study

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

Close X
Call Now+1-800-596-0806
Dancing Number

We value your privacy and are strongly against any kind of phishing, spam, and malware. We collect your information for our legitimate business purpose only. This information is safe with our in-built security.

X



    Top