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customerservice21
Level 1

Our quickbooks is under account of the accountant. we want to get help how can we separate this to accountant intuit account, so that we can access the QB online.

QB online is not independent, it is under intuit account of the accountant, we want to separate it
Solved
Best answer June 09, 2021

Best Answers
Rasa-LilaM
QuickBooks Team

Our quickbooks is under account of the accountant. we want to get help how can we separate this to accountant intuit account, so that we can access the QB online.

Thanks for visiting the Community, customerservice21.


Let me route you in the right direction to resolve your subscription concern.


When you separate a QBO company, you’ll have to request a transfer of account. That said, I recommend you get in touch with your accountant. They’ll help move the account to your subscription.


If you’re unable to contact them, I recommend reaching out to our QBO Care Team. They’ll assist you on how to transfer the Master Admin (MMA) role.

 

  1. Press the Help icon at the top to open the QB Assistant window.
  2. In the Assistant tab, enter the issue/topic in the field box.
  3. Click the Get help from a human link and follow the on-screen steps to complete the process.
  4. Choose Chat or Callback.

 

You can read through this article to learn more about the process, such as the basics of transferring this role: Change the primary admin user in QuickBooks.


Feel free to visit the Community again if you need more help with QuickBooks. I’m always ready to assist further. Take care and have a great day ahead.

View solution in original post

Fiat Lux - ASIA
Level 15

Our quickbooks is under account of the accountant. we want to get help how can we separate this to accountant intuit account, so that we can access the QB online.

@customerservice21 

Ask your accountant to transfer the Primary Admin role to your end as mentioned by Rasa-LilaM. Otherwise, you will need a workaround to claim your data as long as the account is still active and you can login as Company Admin.  

View solution in original post

4 Comments 4
Fiat Lux - ASIA
Level 15

Our quickbooks is under account of the accountant. we want to get help how can we separate this to accountant intuit account, so that we can access the QB online.

Is your accountant the Primary Admin of your account?

customerservice21
Level 1

Our quickbooks is under account of the accountant. we want to get help how can we separate this to accountant intuit account, so that we can access the QB online.

yes she is the primary admin

Rasa-LilaM
QuickBooks Team

Our quickbooks is under account of the accountant. we want to get help how can we separate this to accountant intuit account, so that we can access the QB online.

Thanks for visiting the Community, customerservice21.


Let me route you in the right direction to resolve your subscription concern.


When you separate a QBO company, you’ll have to request a transfer of account. That said, I recommend you get in touch with your accountant. They’ll help move the account to your subscription.


If you’re unable to contact them, I recommend reaching out to our QBO Care Team. They’ll assist you on how to transfer the Master Admin (MMA) role.

 

  1. Press the Help icon at the top to open the QB Assistant window.
  2. In the Assistant tab, enter the issue/topic in the field box.
  3. Click the Get help from a human link and follow the on-screen steps to complete the process.
  4. Choose Chat or Callback.

 

You can read through this article to learn more about the process, such as the basics of transferring this role: Change the primary admin user in QuickBooks.


Feel free to visit the Community again if you need more help with QuickBooks. I’m always ready to assist further. Take care and have a great day ahead.

Fiat Lux - ASIA
Level 15

Our quickbooks is under account of the accountant. we want to get help how can we separate this to accountant intuit account, so that we can access the QB online.

@customerservice21 

Ask your accountant to transfer the Primary Admin role to your end as mentioned by Rasa-LilaM. Otherwise, you will need a workaround to claim your data as long as the account is still active and you can login as Company Admin.  

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