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Transfer billing from accountant to you in QuickBooks Online
You can transfer the billing of your QuickBooks Online subscription from your accountant to yourself. For example, you may need to transfer billing to yourself before switching to a new firm.
When you do this, we automatically notify your accountant.
Prerequisites
Before you transfer your billing, you'll need:
Primary admin user access. If you don’t have primary admin user access, ask the current primary admin to do so.
A payment method. This can be a credit card (Visa, Mastercard, American Express, or Discover), direct debit, PayPal, or Automated Clearing House (ACH).
A US billing address (not including US territories) for your card. This doesn’t have to match the physical billing address in your QuickBooks settings.
You can only use one card per payment.
Transfer billing to you
Resubscribe to your plan and enter your credit card details to pay. The current prices determine your subscription.
Select Transfer billing to myself, then select your current plan.
Enter your payment information.
You’ll be emailed and asked to accept the billing transfer. Select the link to do so.
.Troubleshoot billing issues
If you see an error message or blank screen while you update your subscription and billing details, make sure you have entered all fields for subscription and billing correctly, including credit card info and billing address.
Note: QuickBooks uses the physical business address in its settings to calculate sales tax. This doesn't have to match the billing/card address.
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