Move clients to another QuickBooks Online Accountant profile

Learn how to transfer your client list to a different QuickBooks Online Accountant profile.

'Does your firm have more than one QuickBooks Online Accountant profile?' or 'Does each team member have an individual profile?'

You can easily move all clients from one profile to another. You won't lose any data and can still access data in the old profile. This keeps all of your firm's clients in one place so your team stays organized.

Find out the eligibility criteria and limitations

Here are the things you should know, if you're eligible or not, to move a client from one profile to another.

Eligibility criteria

• The common firm user must be the primary admin of the source firm and a full-access user or firm-owner partner of the target firm.
• The client must be in the same region as the target firm.
• The client must have at least one available accountant seat.
• The firm must have an active subscription.
• For a canceled subscription, the client must sign in and grant permission to the accountant to take over their billing.

Limitations

• A client using the following features isn't eligible for consolidation:
  • Books-to-Tax
  • BOX online document management
• An app connected by the source firm users will need to be reconnected using 'get app' flow to resume app data sync.

Transfer your client list

1. Sign in to QuickBooks Online Accountant as a primary admin.
2. Go to Settings ⚙.
3. From the Tools column, select Transfer clients.
4. Review the profile in the TRANSFER TO section, then select Next.
   Note: To choose a different profile, select Change firm, then the profile.
5. In the TRANSFER FROM section, select the profile you want to move clients from.
6. Select the checkboxes for the clients you want to move to the other profile.
7. Select Move clients, then Done.

Tip: If you're combining all of your firm's client lists into one, don't forget to add your employees to the QuickBooks Online Accountant profile you plan to keep.