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cathlene
Level 2

Moving my QBO wholesale account

I 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
Best answer February 06, 2021

Best Answers
Fiat Lux - ASIA
Level 15

Moving my QBO wholesale account

@cathlene 

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.

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4 Comments 4
Angelyn_T
QuickBooks Team

Moving my QBO wholesale account

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:

 

  1. Open your QuickBooks Online account, then select Manage Users under Your Company.
  2. Go to the Accounting firms section, then locate the accountant's name from there.
  3. Tap on the drop-down arrow under Action, then select Delete.

 

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!

 

cathlene
Level 2

Moving my QBO wholesale account

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?

Fiat Lux - ASIA
Level 15

Moving my QBO wholesale account

@cathlene 

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.

cathlene
Level 2

Moving my QBO wholesale account

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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