What happens to my QBO data if I change accountants after having purchased my subscription through my accountant?

portconway · ‎March 23, 2019

If we purchased QBO through our accountant, who owns our data/company files and what happens if we change accounting firms? Will I still have access to my historical company data?

john-pero · ‎March 23, 2019

No matter who purchases your company to begin with it is all who the company admin is. An accountant could initiate and set up your company for you but never add you as a company admin and they could even lock you out on their own (perhaps if you did not monthly reimburse them for their wholesale billing) but you as company owner own the data. It is under your control to remove (uninvite) your current accountant user(s) at any time.

Your data does not go anywhere, even if someone stopped paying for it for 364 days it can be reinstated to full service before day 365 from reports only.

What happens, whether you are changing accountants or simply taking over payments is that the accountant user will relinquish payment status back to the company admin (you) and the payment method that you have on file with Intuit. If you have none on file then the subscription halts after 30 days and becomes read only for that aforementioned year. As long as you have a valid payment method on file then there will be no skipped beats. You can even have a new accountant user provide their discount rate once you select a new accountant user.

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RenjolynC · ‎March 23, 2019

Hi there, portconway.

Changing your accounting firm will not affect your company data. Though, I'd recommend reaching out to your current accountant in case you want to transfer to a different one. They can pull up your account and detached your company, so you can log in separately and access your data.

Should you have other questions or concerns, feel free to reach out to us. Thanks.

john-pero · ‎March 23, 2019

No matter who purchases your company to begin with it is all who the company admin is. An accountant could initiate and set up your company for you but never add you as a company admin and they could even lock you out on their own (perhaps if you did not monthly reimburse them for their wholesale billing) but you as company owner own the data. It is under your control to remove (uninvite) your current accountant user(s) at any time.

Your data does not go anywhere, even if someone stopped paying for it for 364 days it can be reinstated to full service before day 365 from reports only.

What happens, whether you are changing accountants or simply taking over payments is that the accountant user will relinquish payment status back to the company admin (you) and the payment method that you have on file with Intuit. If you have none on file then the subscription halts after 30 days and becomes read only for that aforementioned year. As long as you have a valid payment method on file then there will be no skipped beats. You can even have a new accountant user provide their discount rate once you select a new accountant user.

john-pero · ‎March 23, 2019

Here is how to manage your accountant user(s)

https://quickbooks.intuit.com/community/Help-Articles/How-to-manage-an-accountant-user-in-QuickBooks...

portconway · ‎March 23, 2019

Thank you john-pero for all the great information, and mostly for putting my mind at ease that QBO had the end user/Company in mind with this arrangement. I'm still new at QBO, and when compared to QBD, I sometimes feel like QBO was designed more for the needs and benefit of the Accountant than the Company as I'm mourning the loss of some of the QBD features, but not enough to endure reverting.

Thanks for putting my mind at ease on this matter. :-)

userofthebooks · ‎June 01, 2021

What if the accountant doesn't relinquish payment status back to my company? I am not able to remove them as accountant because according to QBO "Error, Please try again? Sorry, this accountant is currently responsible for this company's QuickBooks subscription. Please contact the accountant to transfer the subscription to the company, and try again."

Fiat Lux - ASIA · ‎June 01, 2021

@userofthebooks

If you are able to login as Company Admin, you should open a new blank QBO account

https:// quickbooks.grsm.io/US
https:// quickbooks.grsm.io/us-promo

then you may have 2 options to claim your data:

1. Utilize a migration tool

https:// transactionpro.grsm.io/qbo

2. Purchase a 3rd party migration service.

SarahannC · ‎June 01, 2021

Hello there, @userofthebooks.

Currently, we received a new open investigation about unable to delete an accountant and getting an error "Please try again? Sorry, this accountant is currently responsible for this company's QuickBooks subscription. Please contact the accountant to transfer the subscription to the company, and try again". Our engineers are working on a solution to get this feature working back to normal as quickly as possible.

While waiting for the permanent fix, we’ll have to add the company to the notification list. To expedite the process, provide the following number: INV-59155.

Go to Help at the upper-right corner.
Click Contact us.
Enter a short description of your concern. Then, click Continue.
You can then get a callback or send a message to start a conversation with our specialist.

Then, you'll receive a notification once information is available.

You can check the links below for more details about managing accountant and other users in your QBO account:

The Community team is always here to assist if you need one. Take care and stay safe.

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What happens to my QBO data if I change accountants after having purchased my subscription through my accountant?