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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.
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 Business | Documents Necessary |
| I’m the owner | You have to provide: • The photo ID (state-issued ID, passport, driver’s license) |
| I do not own any part of the business | You 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 Business | Documents Necessary |
| I’m the owner | You have to provide: • The photo ID (state-issued ID, passport, driver’s license) • The business license |
| I do not own any part of the business | You 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 Business | Documents 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 owner | You 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 owner | You 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 business | You 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 Business | Documents 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 owner | You 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 owner | You 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 business | You 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 Business | Documents 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 owner | You 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 owner | You 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 business | You 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 |
| Yes | 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: • 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. |
| No | You 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.
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)
Â
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)
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