Level 1

Question

Change Firm Administrator in ProConnect?

Forum|Forum|3 years ago
July 1, 2023
1 reply
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How does one change the Firm Administrator in ProConnect so I can import the EFIN Summary?

ProConnect Tax

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Level 15

From https://proconnect.intuit.com/support/en-us/help-article/account-management/access-manage-personal-data-account-manager/L8SIyvxyn_US_en_US?uid=ljkj54bd

How to determine Primary Admin and transfer those rights

ProConnect Tax Online

Login to ProConnect Tax Online.
Click on QB Accountant on the left hand side.

What if I do not use QuickBooks Online Accountant? Regardless of whether or not you currently use QuickBooks Online Accountant, each ProConnect Tax Online account comes paired with QuickBooks Online Accountant.

Click on the gear icon.
Select Your Team.
Find your name as the primary admin.
Click on Firm Administration and Books tab.
Click on the Transfer Primary Admin button.
Using the drop-down menu, choose a current user to transfer your primary admin rights to.
Click Send invitation.
- This will send a request email to the user selected.

Upon acceptance, you will receive any email indicating the success transfer of your primary admin rights.

Answers are easy. Questions are hard!