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junecav1
Level 1

Issue 2 - Accountant Transfer

I have several new clients that came from another accountant. I have been trying for over a year to get them transfer to me so we can do direct deposit fir them.  I have talked to several different people at QB get a different answer everytime i talk to someone. I need help Please consideering I am paying for Enterprise.

5 Comments 5
Fiat Lux - ASIA
Level 15

Issue 2 - Accountant Transfer

You and your clients are both using QB Desktop, correct? What kind of "transfer" do you ask?

junecav1
Level 1

Issue 2 - Accountant Transfer

No the client doesn't use QB, their other accountant did.


@Fiat Lux - ASIA wrote:

You and your clients are both using QB Desktop, correct? What kind of "transfer" do you ask?




Fiat Lux - ASIA
Level 15

Issue 2 - Accountant Transfer

If their accountant is using QB Desktop and your client is not performing anything on their end, their accountant owns their company's file. You must ask your client to ask their former accountant to give them the file. Intuit will not interfere with this issue.

junecav1
Level 1

Issue 2 - Accountant Transfer

I have the file on flash drive. I just need them switched to me. That accountant has had some major health issues and someone was helping get the info to the clients.

Fiat Lux - ASIA
Level 15

Issue 2 - Accountant Transfer

I am confused. What is the problem? You can restore the file on your QB Desktop locally. If you don't have the password to open the file, you can try to reset it. Or do you need to transfer the Primary Admin of the CAMPS from the former accountant to access the license code?

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