I'm here to help with the steps to transfer a QuickBooks Online (QBO) company to another entity, rferrer1.
If you're transferring the QBO company to another accounting firm that will manage the billing, you first need to transfer the Master Administrator role back to the client.
Follow these steps while signed in to QuickBooks Online Accountant (QBOA) as the primary admin for your client's company:
- Select the GO TO QUICKBOOKS dropdown.
- Select and open your client's QuickBooks Online company.
- Tip: You can also go to Clients, find your client, then select the QuickBooks icon next to their name.
- Go to the Gear icon ⚙, then select Manage users.
- Find your client on the list.
- Click the three-dot menu ፧ icon in the Action section. Then, select Change primary admin.
- Click Change primary admin again to confirm the change.
Your client will receive an email with a link to accept the Primary Admin role. Ask them to open the email and follow the link to accept the transfer.
Once the Primary Admin role has been successfully transferred to the client, you’ll need to remove the client from your corporate wholesale billing account. Just navigate to the Subscriptions and Billing menu in your QuickBooks Online Accountant account and select the action to Transfer billing to client (or Remove from Wholesale).
When the client is removed from wholesale billing, they will need to set up their payment information to ensure the subscription remains active.
However, if you're transferring the QBO company to the client or a new business owner who will pay for the subscription directly, you can follow the exact steps above to transfer the master admin role or invite them first into QuickBooks. For more details about the process, see this article: Transfer primary admin access back to your QuickBooks Online client.
Please know that you can always get back to us if you have other questions. I'm always here to help.
