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February 1, 2026
Question

I originally registered as a bookkeeper. How can I change my role to Owner? Also, how do I add the business owner to this setup?

  • February 1, 2026
  • 1 reply
  • 1 view
I originally registered as a bookkeeper. How can I change my role to Owner? Also, how do I add the business owner to this setup?

1 reply

QuickBooks Team
February 1, 2026

Welcome to the Community forum, Dyah. Managing users in QuickBooks Online (QBO) depends on your account permissions.

 

You're automatically assigned as the Owner or Primary Admin if you created or registered the account. No further action is required to update your role.

 

On the other hand, if you joined later as a Bookkeeper and didn’t set up the account, you’ll need to ask the current owner to update your role and grant you primary admin access.

 

Note that only primary admins can add or manage users. If you're one of them, here's how to grant the business owner access to the account:

 

1. Go to the Gear icon in your QBO account. 
2. Select Manage Users under the Your Company list. 
3. On the Users page, click Add User.
4. Assign the appropriate role, enter their email address, and send them an invite.

 

Let me know in the comments below if you need further assistance managing users in your QuickBooks account.