Lynda ArtesaniLegal Accountant and Data Migration Specialist at The Proper Trust

Check This Now! Who’s the Primary Admin on Your QuickBooks? #legalaccounting #lawfirms

21 Apr 2026 · 0 min

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If a long-time bookkeeper set up your QuickBooks Online account as primary admin, check that status now. When they leave, regaining access becomes an unbelievable hassle because their name is attached to the account. Verify admin rights and set up procedures to avoid operational disruption.

If your bookkeeper's been around a long time and they set you up on QuickBooks Online, but they were the primary admin, go look right now. Run and look right now. If you're an attorney, look to see who's primary because they leave. It's unbelievable all the steps you have to go through to get your file back. It's your file, but if they put their name on it, it's an unbelievable process. So you're talking about on the one side. Yeah. There's a lot of things beyond that. There's just a lot of little steps though, depending on how big you are of a firm, you might have this process in place.