
Transfer billing from your accountant to you
by Intuit•1• Updated 2 weeks ago
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.
For a better experience, open this article in QuickBooks Online. Launch side-by-side view
Prerequisites
Before you transfer your billing, you'll need:Â
- 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).Â
- 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.Â
Transfer billing to you
Resubscribe to your plan and enter your credit card details to pay. The current prices determine your subscription.Â
- Follow this link to complete the steps in product
.
- 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.
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