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aidan
Level 2

Changing accountants (wholesale discount)

How do we transfer a QB Online account to a new accountant?

We paid the previous accountant for QB (wholesale discount I think) and will do the same with the new accountant.  The old accountant is Master Admin.

1 REPLY 1
MaryLandT
QuickBooks Team

Changing accountants (wholesale discount)

Welcome to the Intuit Community, @aidan.

 

Since the old accountant is set up as the master admin in the company file, he/she needs to add the new accountant first. Once done, he can transfer the master admin rights to the new accountant.

 

Let's first check which Manage Users screen you have, so we can continue inviting a new accountant.

 

If the URL on your browser ends with usermngt, then you have the new Manage Users interface. Otherwise, you're using the old one if the link ends with legacyusermgt.

 

To invite an accountant user using the new interface:

  1. Click the Gear icon at the top.
  2. Under Your Company, select Manage Users.
  3. Go to the Accounting firms tab, then click Invite Accountant.
  4. The new user will receive an email notification with instructions upon signing in to QuickBooks.
  5. Once he/she accepted the invitation, the status of the user will show as Active.

To remove an accountant user:

  1. Click the Gear icon at the top.
  2. Select Manage Users under Your Company.
  3. On the Accounting firms tab, locate the name of the user.
  4. Select Delete on the Action drop-down.

If you're using the old interface, please check this out for the detailed steps: How to manage an accountant user in QuickBooks Online.

 

Your previous accountant can now transfer the master admin rights with the new user.

 

Should you need further assistance inviting a new user in QuickBooks, please let me know. I'd be happy to help.

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