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May 14, 2020
Question

How do you switch access from old treasurer to new treasurer

  • May 14, 2020
  • 2 replies
  • 0 views
Also how to switch means of payment for QB

2 replies

RenjolynC
May 14, 2020

Hi there, floydcentralmarc.

 

I'd like to make sure we're on the same page. Are you trying to switch from one company to another? If so, you can go to the Gear > Switch Company. Please see this sample screenshot:

 

 

Here's an article for reference: How do I switch companies?

 

With regard to the payment, if you're trying to update the billing your subscription, you can click on this link: Update the payment information for your subscription.

 

Please let me know more of your concerns by adding a comment on this thread. I'm just a few clicks away to help you some more. Thanks.

August 19, 2021

staying with the same Not for profit I am stepping down and need to update the system making the new new treasurer the authorized user.