Let's make sure you'll be able to use the same QuickBooks Online (QBO) account when switching to a local provider, Customfab.
It seems you're under a ProAdvisor Preferred Pricing plan. If so, once your accountant removes you from the discount plan, you can either inform the other provider to add you on their ProAdvisor discount plan or start paying for your subscription. You can let the accounting firm who previously manage your account to remove you on the list of their discount plan. To do this, let them follow the steps below:
- If you haven't already, make your client the primary admin of their company file.
- In QuickBooks Online Accountant, go to Settings ⚙ and then Billing and subscriptions.
- Select the Your subscriptions tab.
- Select the client you want to remove.
Note: If the client is currently inactive, make them active first.
- From the Select actions▼ dropdown, select Transfer billing to client.
Please know that once you're removed from your accounting firm's list or the so called ProAdvisor discount plan, this doesn't impact your accounting data in any way. So you don't have to worry. To give you more details about discount plan, read this article so you'll know how this works: Manage Your ProAdvisor Preferred Pricing Plan and ProAdvisor Discount Clients.
Aside from that, since you want to transfer from another accounting firm, you can also ask your new provider to remove you from your previous discount plan and add you to their firm. To give you a guide on how you'll be able to do it, check out this article for more information: Transfer Clients To Your Wholesale Discount Plan In QuickBooks Online.
You can always get in touch if you have further concerns about your QBO account. The Community ensures that we get you covered.
