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December 10, 2021
Question

Hi my old accountant has transferred the quickbooks license to myself now but non of the data has transferred over. Any ideas?

  • December 10, 2021
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1 reply

December 10, 2021

I can help you sort things out @useraccounts42.

 

Normally, when a billing account is transferred by the accountant, the data should also show on your account.

 

This time let's try some basic troubleshooting steps to check if you're experiencing a browser-related issue. which is caused by the stored cache for a long period of time. 

 

To start, please log in to your client's account in a private/incognito window before transferring the billing. To open this window, press any of the following shortcut keys:

  • Ctrl + Shift + N for Google Chrome
  • Ctrl + Shift + P for Mozilla Firefox and Microsoft Edge
  • Command+ Shift + N for Safari

 

If you're able to transfer and view the data seamlessly, I suggest you clear your regular browser cache.

 

 

In case the issue persists, you can use other supported browsers or contact our Customer Support team during business hours. They can check on it further and give you the best possible resolution about this.

 

 

For more details on how to handle wholesale billing, see this:

 

Feel free to leave a comment for more questions about this matter or QuickBooks. We're always here to help. Take care and have a good one!