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JaneShrubb22
November 18, 2022
Question

Transfer of Billing

  • November 18, 2022
  • 1 reply
  • 0 views

We have cancelled the subscription for one of our clients and now need to allow the new accountant access to the historic data,  We have tried to add them as an accounting firm user but I believe that because we are now a read only, we cannot add the user, is there a way around this so that we can give the new accountact access?

 

Thanks

 

1 reply

A
Ashleigh1
November 18, 2022

Hello JaneShrubb22, 

 

Welcome to the Community page, 

 

You will have to put the account back onto your billing then you can add the new  accountant.  Also just to let you know  depending who the master admin is of the file is,  as if it is you the accountant  then you  will need to transfer the master admin to either the new accountant or the  person who's business it is and defendant on the type of the file/account package you may not be able to add another accountant on in the manage users section just to let you know. 

 

 

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