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jacobmorton_27
February 18, 2021
Question

Invitation

  • February 18, 2021
  • 1 reply
  • 0 views

I used my QuickBooks Accountant (UK) account to create a client with a self-employed (client billed) subscription, but put in the wrong email address fo the invitation. Afterwards, I changed their email address to the correct one, but when I try to reinvite them, it still has the old email address. I need them to be able to make an account with access to it, because at the moment their self-assessment has my name on it when downloaded. What can I do ?

1 reply

G
GeorgiaC
February 18, 2021

Hi jacobmorton_27, 

 

There's no way to resend the invite to an alternate address for a self-employed client, the best option would be to cancel the license by going to the Cog > Billing & subscriptions > My subscriptions > Select the drop-down beside the client and select 'Transfer billing to client' and then re-create the account with the correct address.

 

If you have already entered data into the QBSE account we can then transfer the data to the new account, however, miles cannot be transferred and would need to be manually re-entered. 

 

Thanks

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