Changing the user type in QuickBooks is a breeze, @mike288. I know the steps needed to achieve this and get you going. First, please ensure to log in as the Master or Company Admi in your QuickBooks Online account. This way, you can change the user role from Standard User to Admin. When you're all set, here's how to get started: Click the Gear icon, and then choose Manage Users under Your Company.Go to the Action column, and then select the Edit link.Choose Admin from the User type drop-down.Click Save to confirm.For more information, please check out this article: Add and manage users in QuickBooks Online. In case you need to change the master admin of your account, you can refer to this article on how to accomplish this: Transfer master admin user QuickBooks Online. Feel free to stay in touch with me if you have more questions about handling your users in QuickBooks. I'd be happy to lend you a hand.

Question

How do I change User Type Standard User to Admin?

Forum|Forum|5 years ago
January 7, 2021
2 replies
15 views

No text available

QuickBooks Online

R

ReyJohn_D

Moderator

Changing the user type in QuickBooks is a breeze, @mike288.

I know the steps needed to achieve this and get you going.

First, please ensure to log in as the Master or Company Admi in your QuickBooks Online account. This way, you can change the user role from Standard User to Admin.

When you're all set, here's how to get started:

Click the Gear icon, and then choose Manage Users under Your Company.
Go to the Action column, and then select the Edit link.
Choose Admin from the User type drop-down.
Click Save to confirm.

For more information, please check out this article: Add and manage users in QuickBooks Online.

In case you need to change the master admin of your account, you can refer to this article on how to accomplish this: Transfer master admin user QuickBooks Online.

Feel free to stay in touch with me if you have more questions about handling your users in QuickBooks. I'd be happy to lend you a hand.

M

mike288Author

So, yes, I read the How To's, but Unfortunately my screen did not offer me those options.

First of all, I am working on QBO on a Mac, v. 4.2.1-79

I am the Master Administrator.

I also have an Administrator.

With the Admin -> Action -> Edit -> choices: View user activity / Delete / Make master admin

But with the Std User -> Action -> Edit -> choices: View user activity / Delete NOTHING ELSE (see Screenshot)

I don't actually need to make my Std User an Admin. I read that a Std User can have All Access, but I cannot tell how to tell WHAT KIND of Std User my Std User is??

And actually the real problem is, that she told me that she had a problem exporting a 1099 Report and thought perhaps it was an access problem, but perhaps it was some other kind of problem??

Adrian_A

Level 8

The user access can also be the reason why they're unable to export a 1099 report, mike288.

If you've added them as a Standard user but limited to customers, the option to view and export the said report is unavailable on their end. But, if they have access to All, they should be able to export the 1099 report.

Here's how you can review their access rights:

Click the Gear icon.
Under YOUR COMPANY, select Manage users.
Locate the user and then click Edit.
You can view their access under Role.

If they have access to all, yet they're still unable to export the report, we can run some steps to isolate the issue.

To start with, let them open QuickBooks in a private window. It is the best place to identify any browser-related issues. You can use these keyboard shortcuts to open one:

Google Chrome: Ctrl + Shift + N
Mozilla Firefox: Ctrl + Shift + P
Microsoft Edge: Ctrl + Shift + P
Safari: Command + Shift + N

If it works, they can go back to a regular browser and clear the cache. A piled cache can cause any unexpected behavior on the opened pages.

They can also switch to a different browser like Google Chrome, Mozilla Firefox, Safari, or Microsoft Edge.

You can also share these steps on how they can export the 1099 data. Here's how:

Click the Reports tab.
Enter and select 1099 Transaction Detail Report.
Filter the Report period.
Click the export button.
Select whether to export the data to Excel, PDF, or Google Sheets.

I've also added this reference to know what payments are excluded from 1099 forms: What payments are excluded from a 1099-NEC and 1099-MISC?

I'm just a post-away if there's anything that I can help. Keep safe!

M

mizzoumom

Good morning. It looks like I am set up as a Primary user as well as my client. I do not have a drop down that shows "edit" or "delete" or "change". My only action item is "view user activity." How can I change my user type?

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