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March 17, 2022
Question

Change in ownership, and need to move 5 QBOA clients to a new QBOA subscription. How migrate history / data for each client to the new set up? Old QBOA remains active

  • March 17, 2022
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1 reply

March 17, 2022

Hello janewilliams1974,

 

I can see the benefit of being able to transfer the QBOA accounts in question to a different QBOA subscription. QuickBooks is well equipped with the tools and resources that help you streamline your work. I'll be glad to steer you in the right direction so you can achieve your QuickBooks. 

 

In order to transfer the clients and their data to another QBOA subscription, I encourage you to check out this helpful article that shows you how to: Move clients to another QuickBooks Online Accountant profile. The article provides the necessary steps required to make the transition as seamless as possible. 

 

You're more than welcome to reach back to me here in case you have other questions. Otherwise, I wish you a great rest of the week!