Transfer billing from your accountant to you

You can transfer the billing of your QuickBooks Online subscription from your accountant to yourself. For example, you may need to transfer billing to yourself before switching to a new firm.

When you do this, we automatically notify your accountant.

Prerequisites

Before you transfer your billing, you'll need: 

• Primary admin user access. If you don’t have primary admin user access, ask the current primary admin to do so.
• A payment method. This can be a credit/debit card (Visa, Mastercard, or American Express), or PayPal.
• A billing address for your card. This doesn’t have to match the physical billing address in your QuickBooks settings.

You can only use one card per payment. 

Transfer billing to you

Resubscribe to your plan and enter your credit card details to pay. The current prices determine your subscription. 

1. Follow this link to complete the steps in product .
2. Select Transfer billing to myself, then select your current plan.
3. Enter your payment information.
4. You’ll be emailed and asked to accept the billing transfer. Select the link to do so.

Troubleshoot billing issues

If you see an error message or blank screen while you update your subscription and billing details, make sure you have entered all fields for subscription and billing correctly, including credit card info and billing address.

If you still have problems, clear your cache and cookies.

Related links

• Manage billing, payment, and subscription info
• User roles and access rights in QuickBooks Online