Hi,
I'm not sure if anyone is able to see my previous post, but essentially the issue I've run into is I've somehow accidentally set myself as both the basic user and accountant user for a family member's new QBO subscription. I'm new to QBOA and she is my first client. I've set the billing to go to her, but because it's my information set as the primary user, she never received an email to create her login credentials.
So, my question is, how can I change her account information so that she is the basic user, and I am the accountant user? Also, what did I do wrong to cause the issue in the first place and how do I avoid it with my next client?
Any help would be greatly appreciated!
Thanks,
Tara