How do I transfer a client who is using QBO with another accountant over to me?

Hi plumb-bkp,

Welcome to Community!  It's great to hear that your business is growing and your client list is expanding.  Way to go!  QuickBooks Online has exceptional features for completing your daily bookkeeping tasks with peace of mind.  I'll be happy to help!

To have access to your client's books, they'll follow these steps:

1. The client will need to log into their account as the Primary Admin

2. Go the the Gear in the top right and select Manage users

3. Open the Accounting firms tab and then hit Invite

4. Enter the required fields and hit Save

5. Next, you'll check your email for the invitation, click on the link and follow the prompts to sign in.

That's it!

Here's how to remove an accountant user:

1.  From the Manage users section, open Accounting firms tab

2. Click on the small arrow dropdown ▼ in the Action column and then Delete

Here's a helpful article for your reference, to invite an accountant to QuickBooks Online.

Please feel free to reach back out with any other questions.  We'd be glad to assist!

@plumb-bkp 

You will need a workaround if the old accountant refuses to transfer their primary admin role.

100% Correct @Trish_T Excellent answer !

@plumb-bkp If you're having difficulties with the instructions let us know, otherwise mark Trish's Reply as the right solution.

The Link provided to invite an Accountant in QBO  is exactly what you need.

The only issue you may run into is if your client is NOT the Primary Admin, in which case the old accountant needs to transfer that over to them.

However, each QBO client is allowed 2 Accounting users, there is no reason the cannot add you also even before removing the existing accountant. That way you can use the tutorial and see what's going on behind the scenes to advise them better.

If you're not on-site with them but want to help with the navigation (for example if they're not very computer literate and do not understand the Video guide below, then maybe use a Zoom Call so you can see their screen and guide them remotely.

I hope that helps you out

Please mark this answer as a helpful solution if it answers your question
Thanks
McBride Bookkeeping

Thank you so much for your response. As a follow-up question, will it prompt the client to switch payment methods? The current accountant is paying for her fees and billing them out to her. @Trish_T 

Aha, okay! Thank you for that information, this may be an issue actually. I know the current accountant is paying the fees and billing it out. With this be a problem if she is currently getting a discount? I'd like her to get the same rate when she is ready to transfer over. @McBrideBookkeeping 

Hi plumb-bkp,

Thanks for reaching back out with these great questions!  When a client's books are handled by an accountant who's also paying for the subscription, any offers or discounts will be applied strictly from the accountant side.  When an accountant transfers the billing back to the client, the discounts will no longer be applicable and the QuickBooks Online account will fall inactive. When the Primary Admin on the account logs in, they'll be prompted to re-subscribe with their own payment method to activate the account.  Please note, an account must be active in order to save any work or invite an accountant to their books.

In addition, the customer will have the ability to Transfer the billing to the new accountant directly from their billing and subscription section by going to Settings ⚙ > Account and settings > Billing and subscription > click the link to Transfer the billing to my accountant.

With regards to any special offers or discounts, I suggest reaching out to your Account Manager for more information on Wholesale billing.  This is a special offer provided to accountants who can in turn, pass the savings along to their clients.  It's a 'win-win' for all!

Here's how to connect with your account manager:

1. Open ProAdvisor from the left menu

2. Select the Benefits tab

3. Click on Account manager

Please don't hesitate to reach back out with any other questions, or let us know if this has been resolved.  Your success is important and we're always pleased to help!

@plumb-bkp 

Another option, open a new blank QBO account with your wholesale billing plan. Then utilize a Copy tool to duplicate data.

https://rewindio.grsm.io/copy

Hello,

I'm using the accountant version of QBO. I'm no longer working with a client and they have a new accountant. How do I remove my own access to their QBO?

Thanks!

Hey there userrinoruzich,

Welcome to the QuickBooks Community! Thanks for reaching out to us here. I would be happy to provide some information. There isn't an option that enables you to remove yourself from your clients account. Your client will be the one to remove you from their account. Here is a helpful guide on how they can remove you from their side. 

If you have any other questions, feel free to reach out here.