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Join nowI need to switch my QBO wholesale account from my original accountant to my new accountant & bookkeeper. But I haven't been able to successfully reach the accountant that is currently hosting my wholesale QBO account to drop the service.
My new team needs access to my QBO account asap to do my year-end taxes & accounting, but it seems we stuck for now.
Is there a way I can drop the wholesale account from my side of things?
Solved! Go to Solution.
Contact Support to ask them check your accountant account activities. If their account is not active for some period of time, they may consider to transfer the Master Admin role. Otherwise you may open a new blank QBO account:
https:// quickbooks.grsm.io/US
https:// quickbooks.grsm.io/us-promo
then consider these options as long as you are still able to access as Company Admin:
1. Utilize a migration tool
https:// transactionpro.grsm.io/qbo
2. Purchase a 3rd party migration service.
Hi Cathlene.
I can help you with transferring your QBO to the new accountant.
Yes, you can drop the wholesale account from the old firm. You can do this by removing the bookkeeper's name from the Manage Users window.
Here's how:
Before these steps, you need to request the previous accountant to transfer the master admin rights to your name/new firm.
You can also check out this link about transferring the master admin role to another member of your firm.
To know more about the wholesale billing plan, you can also open this article: Manage your wholesale billing plan and wholesale billing clients.
If you have any other questions, please let me know by adding a comment below. I'm more than happy to help. Have a good one!
Thank you Angelyn for your clear instructions.
But the problem has been getting a response from the accountant that currently hosts my wholesale acct. Can't reach her yet.
So it seems that until she responses and releases the master admin role we remained blocked to make the switch, correct?
Contact Support to ask them check your accountant account activities. If their account is not active for some period of time, they may consider to transfer the Master Admin role. Otherwise you may open a new blank QBO account:
https:// quickbooks.grsm.io/US
https:// quickbooks.grsm.io/us-promo
then consider these options as long as you are still able to access as Company Admin:
1. Utilize a migration tool
https:// transactionpro.grsm.io/qbo
2. Purchase a 3rd party migration service.
Thank you Fiat for the additional information you provided.
I will consider the conversation answered closed now, as both of you have helped answer my question.
I appreciate your time and effort!
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