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Matt Plotkin
Level 1

Quickbooks Desktop License Transfer

My previous accountant used my debit card and purchased quickbooks desktop 2021. They registered it in their name. Now I have a new accountant and I would like my software and files to be transferred to my name. How do I facilitate this transfer?

Solved
Best answer January 04, 2021

Best Answers
john-pero
Community Champion

Quickbooks Desktop License Transfer

Quickbooks rarely transfers licenses and they make it not so easy but there are procedures.

 

In what Circumstances Intuit® Allows a User to Transfer the License?

There are only a few conditions where Intuit® allows a user to transfer its QuickBooks Desktop license to a new owner. A user requires filling and sending the “Transfer a License” form that will be reviewed by Intuit® after submission. Once the form gets submitted, you will get notified about your QuickBooks license transfer request through email within 24 to 48 hours. Following are the circumstances where Intuit® allows you to change the ownership of QuickBooks software:

  1. If a business is sold to a new owner including, the assets.
  2. In case, a user is donating the software to a non-profit organization.
  3. Incorrect user information is filled during the product registration.

IMPORTANT: You can directly request Intuit® for license transfer by logging in to your CAMPS account and filling up the QuickBooks Transfer a License Form.


Transferring QuickBooks Subscription to a New user

Condition 1: When a Business is Sold to a New User

In a situation where a business is sold to a new user including all the assets then in order to transfer the license, both the parties are required to submit a completed and signed (TOL) QuickBooks Transfer of License Form.  Along with the TOL Intuit® also requires Notarized Bill of Sale to be signed and submitted by both the parties.

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10 Comments 10
john-pero
Community Champion

Quickbooks Desktop License Transfer

Quickbooks rarely transfers licenses and they make it not so easy but there are procedures.

 

In what Circumstances Intuit® Allows a User to Transfer the License?

There are only a few conditions where Intuit® allows a user to transfer its QuickBooks Desktop license to a new owner. A user requires filling and sending the “Transfer a License” form that will be reviewed by Intuit® after submission. Once the form gets submitted, you will get notified about your QuickBooks license transfer request through email within 24 to 48 hours. Following are the circumstances where Intuit® allows you to change the ownership of QuickBooks software:

  1. If a business is sold to a new owner including, the assets.
  2. In case, a user is donating the software to a non-profit organization.
  3. Incorrect user information is filled during the product registration.

IMPORTANT: You can directly request Intuit® for license transfer by logging in to your CAMPS account and filling up the QuickBooks Transfer a License Form.


Transferring QuickBooks Subscription to a New user

Condition 1: When a Business is Sold to a New User

In a situation where a business is sold to a new user including all the assets then in order to transfer the license, both the parties are required to submit a completed and signed (TOL) QuickBooks Transfer of License Form.  Along with the TOL Intuit® also requires Notarized Bill of Sale to be signed and submitted by both the parties.

View solution in original post

ilener
Level 1

Quickbooks Desktop License Transfer

I've been trying for almost 3 hours to accomplish a license transfer and I'm being told by Intuit that it can't be done...

They have sent me to the actual form (which I completed days ago) and then support sends me to this string which says it CAN be done.

Why is this so difficult? I just need to transfer one of the products in my account to her account, as it's her business using it.

Please help!

Ilene

ChristieAnn
QuickBooks Team

Quickbooks Desktop License Transfer

Hi there, ilener.

 

Welcome and thank you for posting here in QuickBooks Community. This isn't the kind of experienced I want you to encounter about transferring a license from your account to another. I also appreciate you for providing detailed information about your concern. . I'd be pleased to help share confirmation so you'll be able to transfer the license to another account.

 

Transferring a license to another company is possible. However, you'll need to contact our QuickBooks Support Team again. They have the tools to pull your account and help you perform the steps in a secure process.

 

Please refer to this article to see steps on how you can move your company file to another location on the same computer or move your entire QuickBooks data folder: Move your company files to another computer.

 

Keep me posted if there's anything else you need about this concern or if you have any other questions concerning QuickBooks. I'm always here to help. Have a great day!

ilener
Level 1

Quickbooks Desktop License Transfer

Hi ChristieAnn,

Thank you for the response. I have to tell you that the task (that should have been so easy) was a nightmare!

Total time was almost 4 hours. 

I called first (45 minute hold time) and spoke to someone who insisted that it was not possible to transfer a license to a different account. She kept insisting and when I asked to be transferred to a supervisor, she got a bit rude telling me that I would get the same response from a supervisor...ok, transfer me anyhow. She confirmed my phone number, said she was transferring me, then disconnected me.

At this point, I attempted online chat. I got someone finally that passed the chat to someone else, then a 3rd pass off to someone else. She sent me a link for the "transfer a license" which I had already completed and submitted 2 days previous. I told her I already did that, but it did not transfer. Then she sent me a link with the instructions to transfer a license. Thank you, but I know how to fill in the fields, as I had done previously. She also insisted that it couldn't be done. I was getting upset and responding that the links SHE sent to me validated that it COULD be done, so why was everyone telling me it couldn't be done???

I finally received a call from a supervisor that checked what I had already done and did the final step from her end to make sure the license was transferred.

Again, almost 4 HOURS to complete such a simple task.

I'm thinking the training of some customer service employees should be tweaked a bit!!

Ilene

ilener
Level 1

Quickbooks Desktop License Transfer

Hi ChristieAnn,

Thank you for the response. I have to tell you that the task (that should have been so easy) was a nightmare!

Total time was almost 4 hours. 

I called first (45 minute hold time) and spoke to someone who insisted that it was not possible to transfer a license to a different account. She kept insisting and when I asked to be transferred to a supervisor, she got a bit rude telling me that I would get the same response from a supervisor...ok, transfer me anyhow. She confirmed my phone number, said she was transferring me, then disconnected me.

At this point, I attempted online chat. I got someone finally that passed the chat to someone else, then a 3rd pass off to someone else. She sent me a link for the "transfer a license" which I had already completed and submitted 2 days previous. I told her I already did that, but it did not transfer. Then she sent me a link with the instructions to transfer a license. Thank you, but I know how to fill in the fields, as I had done previously. She also insisted that it couldn't be done. I was getting upset and responding that the links SHE sent to me validated that it COULD be done, so why was everyone telling me it couldn't be done???

I finally received a call from a supervisor that checked what I had already done and did the final step from her end to make sure the license was transferred.

Again, almost 4 HOURS to complete such a simple task.

I'm thinking the training of some customer service employees should be tweaked a bit!!

Ilene

MadelynC
Moderator

Quickbooks Desktop License Transfer

I’ve got you covered, @ilener.

 

I know you’ve spent a lot of time with this license concern. And I’m glad that it was finally transferred and completed.

 

The Community recognizes feedback and suggestions from customers like you, which help enhance our product and services. No worries, I’ll also send this matter personally to our management team so they could come up with the best course of action to improve our Customer Service.

 

In case you want to know our latest news and updates, feel free to visit our firm of the future. This provides more information on all incoming and current events.

 

Don't hold back to drop a comment below if you have other suggestions or questions. It's my pleasure to be of great help. Take care always!

CarriageCrossing
Level 1

Quickbooks Desktop License Transfer

We are preparing for an asset sale in the near future and will want to transfer the Quickbooks Desktop License. When this happens, will all customer and employee info remain? Will we also be able to transfer our Enhanced Payroll subscription?

CharleneMae_F
QuickBooks Team

Quickbooks Desktop License Transfer

I'm here to answer all your questions about transferring the QuickBooks Desktop license, CarriageCrossing.

 

When transferring your QuickBooks license, all the customers' and employee's information will remain on the company file. This means the new administrator will be able to view their details. 

 

Once you're ready, please see this article for the detailed process: Change the Primary Contact on your QuickBooks Account.

 

Also, yes, you can transfer your Enhanced Payroll subscription. Before proceeding, please note that each payroll service can only support one company file per EIN. Thus, you'll have to remove the service key in the old company before activating it in the new one.

 

Additionally, I've included these articles that'll help you learn more about managing your QuickBooks subscriptions:

 

 

Feel free to comment down below if you have any other concerns or questions about transferring your QuickBooks license and payroll service. I'm always glad to help in any way I can.

BevJCK
Level 1

Quickbooks Desktop License Transfer

I am a retiring bookkeeper who has had sole responsibility for formal documents for this church and subscriptions to processes. I have been the SOLE operator of QB for this church since 2012. NOW I find out there is "No Primary Contact". I sat the account up in my personal QB account because I intended to do books for several small churches. NO where in the set up process was there a warning about the Primary Contact.

I have summitted required documents to change the primary to me. THEN the QB "BOARD" demanded copies of drivers' licenses from My Board members. THEY HAVE REFUSED. I do see this looks like an A-1 scam from an outside group of people. They have offered notarized statements with the information on it. I had submitted EVERYTHING required on the first round.. WHY are there additional requests that were NOT printed on their list of required documents.  We are a SMALL church. I have spent HOURS trying to change the Primary person. This whole system of disconnect is created with big business in mind and not for the small business. I would NEVER recommend QB for a small business. Is there ANY WAY TO GET HELP? Don't send me to the online info. BEEN THERE MANY TIMES. I need a judgement from on HIGH.  Case:[removed].......

Fiat Lux - ASIA
Level 15

Quickbooks Desktop License Transfer

@BevJCK 

I didn't see you mention anything about CAMPS. Can you login into your CAMPS as the Primary Admin?

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