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plumb-bkp
February 16, 2022
Question

How do I transfer a client who is using QBO with another accountant over to me?

  • February 16, 2022
  • 2 replies
  • 0 views
I am onboarding a client who currently has QBO with another accountant. How do I get them to switch over to me and still keep the data

2 replies

T
Trish_T
February 16, 2022

Hi plumb-bkp,

 

Welcome to Community!  It's great to hear that your business is growing and your client list is expanding.  Way to go!  QuickBooks Online has exceptional features for completing your daily bookkeeping tasks with peace of mind.  I'll be happy to help!

 

To have access to your client's books, they'll follow these steps:

 

1. The client will need to log into their account as the Primary Admin

2. Go the the Gear in the top right and select Manage users

3. Open the Accounting firms tab and then hit Invite

4. Enter the required fields and hit Save

5. Next, you'll check your email for the invitation, click on the link and follow the prompts to sign in.

That's it!

 

Here's how to remove an accountant user:

1.  From the Manage users section, open Accounting firms tab

2. Click on the small arrow dropdown ▼ in the Action column and then Delete

 

Here's a helpful article for your reference, to invite an accountant to QuickBooks Online.

 

Please feel free to reach back out with any other questions.  We'd be glad to assist!

    McBrideBookkeeping
    McBrideBookkeeping
    February 17, 2022

    100% Correct @Trish_T Excellent answer !

     

    @plumb-bkp If you're having difficulties with the instructions let us know, otherwise mark Trish's Reply as the right solution.

     

    The Link provided to invite an Accountant in QBO  is exactly what you need.

     

    The only issue you may run into is if your client is NOT the Primary Admin, in which case the old accountant needs to transfer that over to them.

     

    However, each QBO client is allowed 2 Accounting users, there is no reason the cannot add you also even before removing the existing accountant. That way you can use the tutorial and see what's going on behind the scenes to advise them better.

     

    If you're not on-site with them but want to help with the navigation (for example if they're not very computer literate and do not understand the Video guide below, then maybe use a Zoom Call so you can see their screen and guide them remotely.

     

     

    I hope that helps you out


    Please mark this answer as a helpful solution if it answers your question
    Thanks
    McBride Bookkeeping

      P
      plumb-bkpAuthor
      February 24, 2022

      Aha, okay! Thank you for that information, this may be an issue actually. I know the current accountant is paying the fees and billing it out. With this be a problem if she is currently getting a discount? I'd like her to get the same rate when she is ready to transfer over. @McBrideBookkeeping 

        Fiat Lux - ASIA
        Fiat Lux - ASIA
        February 17, 2022

        @plumb-bkp 

        You will need a workaround if the old accountant refuses to transfer their primary admin role.

         

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