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R
rhardy
August 18, 2024
Question

QBO accounting firm transfer chaos

  • August 18, 2024
  • 1 reply
  • 0 views

I am trying to transfer my company files in QBO Plus between accounting firms and the entire process it is failing in technicolor. This is an absurd thing to be pushing to the community but there seems to be no other way to get an actual support ticket vs. phone calls and chats that go nowhere. My biggest problem with Intuit is they are not available when I need to do work with QBO i.e. evenings and weekends. Years ago I was on QB Desktop; that half worked. QBO has been nothing but pain. There should be some easy way to transfer a set of two QBO files for a single company between accounting firms. There clearly isn't.

The initial migration from Desktop had so many problems I was forced to have two files for the same Corporation i.e. 2021 and earlier and 2022 and later. I had two active files previously but the 2021 and earlier one was read only and wasn't set to be deleted in a year. Now 2021 and earlier shows as cancelled. I cannot figure out how to restore what I had before. I was held hostage forced to pay a $80/mo subscription fee to complete the transfer instead of the going accounting/bookkeeping rate for a month on QBO plus but I'm still no further ahead. My old accountant transferred primary admin to me, I accepted but the system is still acting like I'm not. It tells me to contact my primary admin when I try to transfer it again to my new accounting firm.

It is not transferring. Why is QBO not showing me as primary admin and letting me transfer my files between firms? How do I get my 2nd file so it is not cancelled but read only without an expiry as I had previously?

1 reply

T
Trish_T
August 19, 2024

Hello rhardy,

 

Thank you for the in depth details of your concerns with QuickBooks Online.  I would be happy to provide some guidance here!

 

First and foremost, let's take a look to see if you're the Primary Admin on the account.  Go to your Settings ⚙, then select Manage users.  If you don't have access to this area, this would indicate that you are not the Primary Admin on the account.  If your previous accountant transferred the role to you, an invitation would have been sent to your email.  It is only active for 2 business days, before it expires.  You can contact them and request a new invitation, or we can help you from our end when you submit a Primary Admin request.  

 

Once the request has been completed and the Primary Admin role successfully updated, you'll be able to proceed with inviting a new accountant to your books.

 

Feel free to reach out again, if you have other questions.  We would be glad to help!

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