Primary Change for QuickBooks
From AYSO Wiki
All QBO Accounts provided by National are being asked to transition the role of Primary Admin to the National Office. This will add a layer of security for succession planning without compromising your access.
Simply follow the steps below to reassign the primary admin role. This is a very quick and painless process, should take under 5 minutes if even that!
- Log in to QuickBooks.
- Click the gear icon at the top right of your QuickBooks page, then select Manage users.
- Go to the "Accountants" tab.
- Click the ARROW next to the delete button. Do NOT Delete the accountant user as this is the National Office.
- Choose Change Primary admin, then confirm by clicking Change Primary Admin again.
- If asked, enter the code sent to your phone number.
That's it! You're done for now. You will receive a follow-up email once everything is complete.
What if I need more help?
No Problem - You can email Finance@AYSO.org and we would be happy to walk you through the process.
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