Transfer clients in Intuit Accountant Suite (IAS)

Learn how to consolidate your clients into one Intuit Accountant Suite (IAS) console.

When you consolidate consoles, you transfer clients from one or more source consoles to a target console. Client information and team access move with the clients. This helps you manage your clients and team access from one console.

Know the requirements and limitations

Before you transfer clients, review the requirements and limitations.

Requirements

• You must be the Primary or Company Admin on the source account to initiate the transfer. Use the same sign-in for both.
  • The source console is where you manage the clients you want to transfer.
  • The target console is where you manage the clients after the transfer.
• Transfers from QuickBooks Online Accountant (QBOA) to Intuit Accountant Suite (IAS) are now supported.
• Active users from the source firm are automatically onboarded to the target firm with a "default no access role" (rather than having to be manually invited from scratch).
• You can’t move your firm’s Your Books accounting file. If you merge accounts, the account with your Your Books file should be the target account. Transfer your clients into that account.
• The target firm must have an active QuickBooks Online subscription. You can’t move a cancelled or suspended subscription until it’s re-activated.
• To move clients on Bill My Firm, the target account must have a valid credit card. Without one, the transfer will fail.
• If a client is in both the source and target accounts, keep the record with billing. Delete the duplicate client record from the non-billing account before any transfer.

Limitations

Management Reports and Client Documents are now supported and will transfer with your clients.

• A client using the following features isn't eligible for consolidation:
  • Books-to-Tax
  • Box Inc.

• Intuit Enterprise Suite (IES) isn't eligible for transfer.
• You can’t move ProConnect Tax documents or their history.
• You can’t transfer clients with an open ProConnect Tax Online return.
• You can’t move clients with no current online subscriptions.
• You have to reconnect any accountant-connected apps to resume data sync.

• A client using the following features isn't eligible for consolidation:
  • Box Inc.
• You can’t move clients with no current online subscriptions.
• You have to reconnect any accountant-connected apps to resume data sync.

Transfer your client list

You can't undo a transfer after you approve and process it. If you need to make changes afterward, you'll need to manually remove team members that shouldn’t be part of the transfer. Or, add team members that aren’t in the list.

1. Sign in to your target console as a company or primary admin. Start the transfer from this destination console.
2. Go to Settings and select Transfer clients.
3. Review the info about the transfer, then select Get Started.
4. This takes you to the Select a realm tab.
   1. Select the source console you want to transfer clients from.
   2. Select Next.
5. In the Select clients tab, select the checkbox for the clients you want to move to the new console.
   1. You can enter the client’s name in the Search clients... field.
   2. You can select the column headers to sort the list of clients to select from.
   3. Or, you can select Customise, then filter the list of clients to display and select from.
   4. When you’re done with the selection of clients, select Next.
      Notes:
      • You can only transfer from one console at a time and up to 150 clients per batch. If you have more than 150 clients, you’ll need to make several transfers.
      • As you select clients, the total number of transfers shows.
6. In the Select team access tab.
   1. Select Yes, give them the same client access they had before. if you want to transfer team member access along with the clients. 
      Important: In this step, select all team members who need access to the client on the target console. This is to make sure of a proper transfer of access, even if they’re already users.
   2. Select the See which team members are linked to the clients being transferred ▼ dropdown. A list of team members and their access appears.
   3. In the Search field, enter the name of a team member to view their access.
   4. Select Next.
7. In the Remove members tab:
   1. Select the appropriate option to remove or keep the members who are linked only to the clients you're transferring from the source console.
   2. Select Next.
8. In the Review tab:
   1. Review the info on the clients to transfer.
   2. Select Start transfer.
9. Check the status of the transfer:
   1. Select View transfer status to review the final transfer log. If there are errors, make a note of the log reference number.
      OR
   2. Select Move more clients to begin another client transfer.

Manage role-based access

To manage clients, your company admin may need to update your team’s access.

Note: Only the primary admin can manage the client list.