What is the correct procedure for an accountant to transfer a client file, billing and primary admin to a new accountant?

Hi there, cloud3.

I'll be happy to provide you with details on how to transfer a client file, billing, and primary admin access to the new accountant in QuickBooks Online (QBO).

To get started, you need to first remove your client from the wholesale discount plan. After that, the new accountant should promptly add them to their wholesale discount plan to prevent any service disruptions.

Next, the client will have to add the accountant to their firm and grant permission to take over billing. It's important to note that only the primary admin can have this access. Here's how:

1. Go to the Gear icon at the top and choose the Subscriptions and billing tab.
2. Click the Allow billing transfer to your accountant link.
3. Choose the name of the accounting firm you want to transfer billing to.
4. Select Allow transfer.

Once the client gives permission, they have two days to complete the transfer.

After that, you can move on to Step 4 in this article for more details on transferring your client's subscription: Transfer clients to your wholesale discount plan in QuickBooks Online.

For further guidance on managing your clients under your ProAdvisor discount plan, you can refer to this article for more insights: Manage your ProAdvisor Preferred Pricing plan and ProAdvisor discount clients.

If you have any follow-up questions on transferring your client's subscription, feel free to drop a comment below or start a new thread. We're here to help. Have an awesome day, cloud3!