cancel
Showing results for 
Search instead for 
Did you mean: 
essentialauditCO
Level 1

Transfer QBO Accountant Profile to a New QBO Accountant Profile

I no longer work for the company I had my QBO account with, and I have since created my own business and and would like to know how to transfer my QBO and QBD certificates and training history to my new account.

1 Comment 1
Carneil_C
QuickBooks Team

Transfer QBO Accountant Profile to a New QBO Accountant Profile

Thanks for reaching out to the Community for support, @essentialauditCO.

 

Let me help you get your QuickBooks Online Accountant profile transferred seamlessly.

 

Since the QuickBooks Community platform is a public forum, we won't be able to pull up your account to assist you with the transfer. With this, I recommend reaching out to our Customer Care Support Team. They have tools to view your account securely and aid you with the process.

 

Here's how you can reach out to them:

 

  1. Go to Help (?).
  2. From the Search tab, click Contact Us.
  3. Please enter your question and select Continue.
  4. Review and Select from the following: Have us call you or Chat with us.

 

If you want to copy your client list to a different QBO accountant profile: Move clients to another QuickBooks Online Accountant profile

 

You can always hit the Reply button if you have further questions in mind regarding QuickBooks. I’ll make sure to get back to you as soon as I can.

Need to get in touch?

Contact us