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Please help a client as there are 2 accounts however one is inactive for a long time and we would like to close this account as it is costing $30. We would like to store the information. I do not have access to this file. How can I get access to this file?
Hi there, Rodney. First, you'll need to have access to the account before you can cancel it. You can ask your client to invite you as one of their users. You'll then receive an email invitation to access your client's QuickBooks Online (QBO) company.
Before canceling your client's inactive account, ensure to export their QBO reports, lists, and other data as an Excel file. This will be useful for the upcoming tax filings.
To successfully cancel the account, you can call us for free at 1-800-350-468 to connect with one of our representatives. Our team is ready to review the account and discuss other options.
If you have any other questions about QuickBooks, feel free to reply to this message.
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