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A
atif-ilyas
August 17, 2026
Question

Hi, I have a client who is a director of a Pty Ltd and his current accountant owns Quickbook subscription of his account with Admn right as well as Accountant access.

  • August 17, 2026
  • 1 reply
  • 2 views
The client who is a director of a Pty Ltd and his current accountant owns Quickbook subscription of his account with Admn right as well as an Accountant Access. The previous accountant has already finalised 2025-26 company tax return as well as BASs. He is not willing to transfer the ownership of the account to my client. What are the available options: 1. I believe we can request Quickbooks to transfer the ownership but definitely that process will take time. What is the process and timeframe? 2. Can we establish and subscribe a new Quickbooks account for same Pty Ltd and this will not be an issue as we have to register him for Single Touch payroll and Super payments. I understand we will loose data from previous year but that's okay as we have Trial Balance and Financials. Please advise what is the fastest and quick course of action here? Thanks.

1 reply

J
JoelESQuickBooks Team
QuickBooks Team
August 18, 2026

Opening a new QuickBooks Online (QBO) account is the quickest way to set up your client. With the trial balance and financial reports ready, you can start a subscription, enter opening balances, and configure Single Touch Payroll and superannuation. Remember to update the Australian Taxation Office with the new software ID for accurate payroll reporting.

 

If your client wants to retain their historical data, they can request an ownership transfer through our security team by submitting a primary admin claim form, photo ID, and proof of business ownership. Once received, the review typically takes 3–5 business days.

 

For more information about the process, please check out this article: Request to be the primary admin or contact in QuickBooks Desktop or QuickBooks Online.

 

Please feel free to reach back out if you have any questions about finding the best way to proceed between requesting a transfer from Intuit and starting a brand-new subscription.

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