I am semi-retiring and want to SELL 12 of my QB clients to another person. I have about 30 payroll clients and she is wanting to take control and buy 12 of them. QB says I have to get my client approval to do this.
Hello there, @Gfox2194.
If you sell or close your business you must notify federal and state agencies about the change.
You can check this link for more information: Close business and finish payroll tasks.
I've also added this link about selling among business owners: Selling, buying, transfer of shares among business owners.
Please know that you can always get back to us if you have other questions. We're always here to help.
Hope you’re doing great. I wanted to see how did you sell customers that end up getting a prompt asking permission from them. Any details or screenshot is appreciated so we can narrow down this issue. I’d be happy to help you at any time.
Looking forward to your reply. Have a pleasant day ahead!
I am selling 12 of my 30 accounting, tax and payroll clients to another person. She is trying to transfer those payroll clients (QuickBooks Payroll). She called QB support and they told her (actually 3 different persons) that the client has to give permission for me to transfer those payroll clients and be put under her payroll subscription.
These are clients that I take care of all their payroll, monthly bookkeeping and tax returns.
She was told by QB support that we would have to have the client be on the phone with a support person to perform the actual transfer to her payroll subscription.
Again I ask why do I need the client's permission to sell a part of my business to someone?