I am an accountant; my client has signed up for QBO. She just want to have access to reporting and would like to transfer the subscription. She will continue to pay for the subscription.
I am new to QBO. Initially, she setup her company with default chart of account, vendors, and bank and charge card, with limited categorized transactions.
When I received an access to her subscription, not realizing that she has set up herself as a client. I build the client with all required data, such as charts of account, vendors, contactor, bank and charge card. and started reconciling bank and charge card transactions.
It is bit confusing to her. She wants me to be the prime access but the she wants to use is the one I set it up. What is the best way to clean this up, and setup her limited access. She also wants me to take over her. and delete what she has done.
Help
