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laundonservices@
Level 1

How to change accountant in billing and subscriptions

 
1 Comment 1
IntuitAika
Intuit

How to change accountant in billing and subscriptions

Hi laundonservices@,

 

Thanks for posting in the Community!

 

If you would like to transfer billing to an accountant, we'll need to add the accountant as a user on your QuickBooks Online account and grant them permission to take over billing. Please see details below for your reference.

 

To add an accountant user:

 

  1. Go to the Gear icon ⚙ and select Manage users.
  2. On Accounting firms tab, enter the accountant's email address or select Invite and enter the accountant details.


An email invite will be sent to the accountant's email address which they need to accept in order to access the account with their own login details.

 

After that, we can provide them permission to take over billing. Make sure that you're logging in as a Primary Admin on file. Here's how:

 

  1. Go to Gear icon ⚙ and select Subscriptions and billing.
  2. Select the Allow billing transfer to your accountant? link.
  3. Select the name of the accounting firm they want to transfer billing to.
  4. Select Allow transfer.


The accountant has two days to finish the transfer. To complete the billing transfer to an accountant, they can refer to the steps below.

 

  1. In QuickBooks Online Accountant, go to the Gear icon ⚙ and select Subscriptions and billing.
  2. Select the Client-billed subscriptions tab.
  3. In the Active clients tab, find the client you want to add.
  4. Select Transfer billing to me in the Action column.
  5. Review your billing info and select Transfer billing to me.

 

For more detailed information, you may check this article: Add accountant users in QuickBooks Online

 

Let me know if you have any other questions, we're here to help you. Have a nice day!