Changing the Account Manager in Minute7 (QuickBooks Desktop Accounts)

Changing the manager of your Minute7 account is especially important for clients who use QuickBooks Desktop integrated accounts. The manager role controls billing, user permissions, and integration settings, so keeping it current ensures smooth administration and accurate syncing between QuickBooks Desktop and Minute7.

Why you might need to change the manager

• A new person is responsible for overseeing Minute7 and QuickBooks Desktop.
• The current manager is leaving the company or changing roles.
• You want to delegate account administration to someone else.

Click here for detailed instructions on how to update the account manager in your Minute7 account.

Helpful Notes

• QuickBooks Desktop only: These steps apply specifically to Minute7 accounts integrated with QuickBooks Desktop. If you use QuickBooks Online, the process is different.
• One manager per account: Minute7 recognizes a single account manager, so make sure the correct person is assigned.
• Permissions update automatically: Once the sync is complete, the new manager will have full administrative rights in Minute7.
• Billing and subscriptions: The manager is the only user who can update billing information, subscriptions, or deactivate the account.