You need to start your request from the 'Master admin' user type. Make sure you have access to the email account associated to the 'Master admin'. Also ensure you know the name associated with that user.
To see a list of your users: You need to login as the 'Master admin', click the QBO Cog, below 'Your Company' select 'Manage Users'.
After informing Quickbooks that you wish to switch, they should send you an email with a declaration that you are required to return (hit 'Reply'):
I (Master Admin name) understand that switching to QBOP will mean I lose all of my currently entered payroll data.
I also understand that I will have to recreate my payroll and re-enter the required data ensuring that it is correct & if required re-submit it to HMRC.
Given the above declaration I authorise the QuickBooks Support Team to switch my payroll to QBOP.
Please be aware that when re-entering employee information, we advise keeping your employee's Payroll ID the same as it was on your previous payroll software to avoid reporting errors to HMRC.”
Please be aware that if you do not get the right NAME or some other minor point of exactness, your request will be rejected. You will not know this, as you will not get an email informing you of this. You may then need to start the whole request to switch process again.
You may also get an email asking you to set up a 'User' so that a Quickbooks engineer can do their 'magic':
I will have to escalate your case further to a senior colleague who will be able to assist with the query you have reported. There may be a need for us to access your QBO subscription. In order to grant us access you will need to add us as a Company Administrator to your QBO Company.To do so please follow the instructions below:
1. Log in to QuickBooks
2. Go to the ‘gear’ icon in the top right of the screen and then select ‘Manage Users’ under the ‘Your company’ section.
3. Please select the new tab and add us as a Company Administrator using the following details:
Email: uk care intuit com
First Name: Care
Last Name: Team
