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February 20, 2024
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Former CAP not transferring our wholesale QB online account

  • February 20, 2024
  • 1 reply
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Hey there QuickBooks community!

 

My husband and I have been using individual QB Online accounts through our previous accountant since 2015, paying $15/mo. We've recently switched accountants, and upon informing our former accountant, he closed our QB online accounts and provided us with downloaded reports. He mentioned that he's unable to transfer the account ownership and billing to us, stating: "The actual QB Online is still under my account and stays billed under my account. You will have to open your own QB account. Use the data and journal reports to start your new QB accounts."

I came across a video explaining that QB Online account ownership and billing can be transferred without creating new accounts. However, our former accountant mentioned that because our accounts were part of a special program for accountants, where accounts were purchased in bundles, this option might not apply to us.

Can anyone provide some guidance on this? Is our former accountant correct in saying that the ownership and billing transfer isn't possible due to our participation in this specialized accountant program (only offered for a few years back then)?

 

Thanks in advance for any insights!

Best answer by Bryan_M

You're in the right place, @rutabagaphilly.

 

Let me guide you on how to transfer QuickBooks Online (QBO) ownership from your accountant.

 

Transferring Master Administrator rights depends on your QuickBooks Online (QBO) version. Only QBO Plus or Essentials users can transfer to the Master Administrator role. If it's a QBO Simple Start, contact us to transfer the primary admin.

 

Your accountant must be signed in as a Master Administrator or a Company Administrator and transfer the rights to you. Since he has withdrawn your access to the account, he'll need to invite you back. 

 

Here's how: 

 

  1. Select Settings ⚙.
  2. Choose to Manage users.
  3. Find the user you want to make the primary admin.
  4. In the User Type column, make sure they are listed as Admin. If they’re not, select Edit to change their role to admin.
  5. Select the small arrow ▼ in the Action section. Then, select Make primary admin.
  6. Select Make primary admin again to confirm the change.
  7. Sign out of QuickBooks.

 

After that, let your accountant change the Master admin. You can follow these steps.

 

  1. Click the Gear icon, then Manage Users.
  2. Find the Admin you want to transfer Master Administrator rights to.
  3. From the Action column, select Make master admin.
  4. To confirm your selection, select Make master admin again. If you don't see this option, you are either not signed in as the Master Administrator or there's no Company Administrator user set up. If an Admin doesn't appear in the user list, see add them as a company administrator first.
  5. An email will be sent to the person invited to become the new Master Administrator. They need to accept the invitation from the email.

 

For more info, you can read this article: Change the primary admin user in QuickBooks Online.

 

You can also request to be the master admin. However, this will depend on what reason. Feel free to read this article for more info: Request to be the primary admin or contact.

 

To learn more about the changes rolling out for all Accountant users, check out this article: Accountant billing and client management changes.

 

If you have additional questions about managing admin rights, feel free to come back here. I'll be willing to lend a hand. Keep safe and have a good one.

1 reply

February 20, 2024

I'm not sure why your former accountant gave that excuse. Try to persuade your former accountant to resubscribe to your account and you can use a third-party tool to migrate data to a new QBO account.

https://get.transactionpro.com/qbo

 

Another option, you can purchase a third-party service to migrate your data.

February 20, 2024

Unfortunately, he has withdrawn my access to this account.

February 20, 2024

If you have data in XLS or CSV format, you can purchase a third-party service to import it. Otherwise, you have no other choice but to start your new QBO account from scratch.