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Replying to:
ShangY
QuickBooks Team

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I'm happy to answer your questions about transferring of QuickBooks Desktop License and QuickBooks Online Payroll, @runsantafe. I'll add my recommendations to help you achieve your goal.

 

For your first question, after you submit the Transfer a License form, expect to receive an email within 24 to 48 hours regarding the status of your request. If you are selling your business, both you and the new user must sign the Notarized Bill of Sale and submit the transfer form.

 

You can also initiate the license transfer directly by logging into CAMPS

For transfers scheduled for a future date, I recommend contacting our Live Support Team for assistance.

 

Regarding your last question, you can easily transfer your QuickBooks Online Payroll account by adding the new user with the Company admin role. After that, you can change their role to Primary admin. Please note that you must first sign in as the primary admin before transferring that role to the new user.

Here's how:

 

 

  1. Open your QBO company
  2. Select the Gear icon.
  3. Under Your Company, click Manage Users.
  4. Choose Add user.
    image.png
  5. Pick Company Admin, then hit Next.
  6. Enter the new user's email address and name. 
  7. Save.
    image (1).png

An email will be sent to the new user to activate their account. If they already have a QuickBooks Online user ID, they can use it; otherwise, they will need to create one. After setup, the current Master Administrator should log out and log back in to transfer the role.

 

For guidance on adding and removing users in your QuickBooks accounts, please refer to these resources:

 

 

Let me know if you have any more questions or need further assistance with your QuickBooks account transfer. I'll be around to help. Have a good one!

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