Transfer clients in Intuit Accountant Suite

If your firm uses multiple Intuit Accountant Suite profiles, or if your team members have individual profiles, you can move clients from one profile to another. All your data transfers over, and you can still access it in the original profile. This keeps your firm's clients together so your team stays organized.

Eligibility criteria and limitations

Before you transfer a client, review the requirements and limitations.

Eligibility criteria

• The common firm user must be the primary admin of the source firm and have edit access to Clients and Team sections within the Account Management role permissions of the target firm.
• The client must be in the same region as the target firm.
• The client must have at least one available accountant seat.
• The firm must have an active subscription.
• Cancelled or suspended subscriptions cannot be moved until they are reactivated.

Limitations

• A client using the following features isn't eligible for consolidation:
  • Books-to-Tax
  • BOX online document management
• Any apps connected by the source firm users will need to be reconnected to resume data sync.

Transfer your client list

1. Sign in to Intuit Accountant Suite as the  primary admin user of the source firm.
2. Go to Settings and select Transfer clients.
3. Review the transfer description and select Get started.
4. Select the realm you want to transfer clients from, and then select Next.
   Note that you can only transfer from one realm at a time. If you want to transfer clients from multiple realms, you can return to this list for each additional transfer.
5. Select the checkboxes for the clients you want to move to the new realm. You can select the column headers to sort the list or you can filter the list to display a more refined list to choose from. As you select clients, you’ll see a running total of the number that will be transferred.
6. When you’ve finished selecting the clients to transfer, select Next.
7. In the Team member access section, select one of the options whether to transfer team member access along with the clients.
   • Select the See which team members are linked to the clients being transferred dropdown to display a list of team members and their access. 
   • In the Search field, enter a name to find a specific team member. 
8. When you’ve made your team member access selections, select Next.
9.  Review the specifics of the client transfer and select Start transfer to begin.

Once your transfer has begun, select View transfer status to check its progress. You can also select Move more clients to begin another client transfer.