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Transfer billing from your accountant to you

by Intuit Updated 1 week ago

You can transfer the billing of your QuickBooks Online subscription from your accountant to yourself. When you do this, we automatically notify your accountant.

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Prerequisites

To transfer your billing, you need to be signed in as a primary admin, and to have: 

  • 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. 

  1. Select Settings ⚙, then select Subscriptions and billing (Take me there)..
  2. Select Transfer Billing to Myself, then select your current plan.
  3. Enter your payment information.

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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Related links

QuickBooks Online AdvancedQuickBooks Online App for AndroidQuickBooks Online App for iOSQuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple StartQuickBooks Solopreneur

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