Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
I have a new client who is currently using QB Online Advanced. I use QB Accountant Online. They would like to transfer their files and subscription to me as a Client of my QB Accountant. Is this possible?
Solved! Go to Solution.
Hi, @dtravis. I'm here to help you out.
We can efficiently transfer files and subscriptions from QuickBooks Online (QBO) to QuickBooks Online Accountant (QBOA).
Before transferring files and subscriptions, we have to ask your client to invite you to become their accountant. Doing so you'll have access to your client's books, make necessary changes, and collaborate on any queries.
Also, you will have to be added as a primary admin to be able to handle your client's billing charges.
Here's how:
After doing the mentioned steps, we can now finish the transfer. To do that, we have to:
For more information, browse this article: Transfer clients to your firm-billed subscriptions.
Additionally, I'll add this article about taking over billing for clients who currently pay for their own QuickBooks Online subscription: Transfer clients to your ProAdvisor Preferred Pricing program in QuickBooks Online.
Let me know if you have more questions, I'll be more than happy to assist you. Stay safe always.
Hi, @dtravis. I'm here to help you out.
We can efficiently transfer files and subscriptions from QuickBooks Online (QBO) to QuickBooks Online Accountant (QBOA).
Before transferring files and subscriptions, we have to ask your client to invite you to become their accountant. Doing so you'll have access to your client's books, make necessary changes, and collaborate on any queries.
Also, you will have to be added as a primary admin to be able to handle your client's billing charges.
Here's how:
After doing the mentioned steps, we can now finish the transfer. To do that, we have to:
For more information, browse this article: Transfer clients to your firm-billed subscriptions.
Additionally, I'll add this article about taking over billing for clients who currently pay for their own QuickBooks Online subscription: Transfer clients to your ProAdvisor Preferred Pricing program in QuickBooks Online.
Let me know if you have more questions, I'll be more than happy to assist you. Stay safe always.
Thank you Erika_K, this is exactly what I needed.
Diane
You're welcome, @dtravis!
We're glad that we could be of help. If you have any more questions or concerns, don't hesitate to reach out here in the Community.
Keep safe, and have a wonderful day!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here