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October 27, 2024
Question

My previous accountant receives the email when our QB subscription invoice is paid. I can't find where in QB to change that

  • October 27, 2024
  • 1 reply
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1 reply

October 27, 2024

It’s a pleasure to connect with you, Djrickard. Let’s dive into how you can enhance your notification management for a smoother experience.

 

In QuickBooks Online (QBO), the account's primary contact is the sole individual who will receive all communications related to your subscription and billing, including invoice notifications.

 

Your previous accountant continues to receive these notifications because they were assigned to be the primary contact on your QuickBooks Online account. This is also why you're currently unable to modify this setting.

 

I recommend contacting your former accountant to request the transfer of the primary contact role to you. Once this transfer is successful, you can expect to receive all relevant billing notifications directly, allowing you to stay informed about your subscription and invoices moving forward.

 

For your convenience, I've included this helpful article you can share with your former accountant to guide them in changing the primary contact: Change or update the Primary Contact on your QuickBooks Account.

 

If your previous accountant can't transfer the role to you, you can request assistance from our team to change it by submitting a request. 

 

For detailed steps, Here's how:

 

Step 1: Gather Required Documents

 

Before making your request, collect the necessary documentation to verify your account ownership. The specific documents needed depend on your business type.

 

Step 2: Complete the Request Form

 

  1. Sign in to your Intuit Account or create one if necessary.
  2. Once signed in, update your browser to the latest version and log in to the request form.
  3. Ensure that all gathered documents are clear and legible.

 

Step 3: Submit Your Request

 

  1. Fill out the form with all the required information.
  2. Attach all necessary documents as outlined in Step 1.
  3. Review your submission for accuracy and completeness before sending it.

 

Once you have submitted your request, Intuit will review it within five business days. An email update regarding the status of your request will be sent to you by no_response@intuit.com.

 

After your request is approved, you will be notified that the primary admin role has been transferred to you successfully. You can log in using the email address provided in your request.

 

If your request is not approved, you will receive feedback explaining why and what additional steps you may need to take. This could include resubmitting documents or providing further information.

 

For more detailed instructions, please refer to this article: Request to be the primary admin or contact.

 

Furthermore, I'll share this helpful article on securing your information using advanced security tools and systems. This resource will guide you in enhancing the protection of your Intuit account and preventing lockouts: Secure your Intuit Account and prevent lockout with extra verification methods.

 

As you continue your journey, remember that our Community is your steadfast ally for all QuickBooks assistance. Whether you're managing your accounts and notifications or tackling broader questions, we're just one click away. Let’s keep this conversation vibrant and engaging.