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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.

Solved
Best answer April 30, 2019

Accepted Solutions
MaryLandT
Moderator

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 transfer the master admin to you. Once done they can remove the wholesale billing. Then you can in your QuickBooks invite the new accountant as a user and once the billing is taken over by the new accountant you can remove the old accountant user by deleting them in manage users.

If you want the new accountant to be master admin you can transfer access but we'd generally recommend the business owner keeps master admin access.

 

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.

 

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

View solution in original post

1 REPLY 1
MaryLandT
Moderator

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 transfer the master admin to you. Once done they can remove the wholesale billing. Then you can in your QuickBooks invite the new accountant as a user and once the billing is taken over by the new accountant you can remove the old accountant user by deleting them in manage users.

If you want the new accountant to be master admin you can transfer access but we'd generally recommend the business owner keeps master admin access.

 

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.

 

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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