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May 27, 2023
Question

My current client's previous accountant has passed away and I wish to transfer billing to my account. I have recently become the primary admin. How can I do this?

  • May 27, 2023
  • 2 replies
  • 0 views
We have tried setting, billings and subscriptions and are only guided back to previous account for direction.

2 replies

Fiat Lux - ASIA
May 27, 2023

If you can access your QBO account as the Primary Admin, you should be able to navigate the Billing and Subscription menu.

May 29, 2023

Hi userwendymargulis,

 

Welcome to Community!  QuickBooks Online enables the billing to be transferred seamlessly.  However, based on the information you've provided, transferring the billing to your firm will be somewhat complicated, if you're listed on your clients' books as the Primary Admin, with an email address that's associated with your Accounting Firm.  For this reason, I recommend contacting us outside of Community, so we can assist you in real time, and ensure you're able to transfer the billing in a timely fashion.

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
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Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

If you have any other questions, feel free to reach out again.  We'd be happy to help!