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March 21, 2024
Question

Move ownership to client

  • March 21, 2024
  • 1 reply
  • 0 views
What do I need to do first to move ownership to a client - change them to primary admin or transfer billing to client?

1 reply

Level 13
March 21, 2024

Hello and welcome to the Community, jonathan71

 

To move ownership of the QuickBooks file to your client, first transfer the Primary Admin role. Once the client has accepted the invitation email, you can then go ahead and transfer the billing to client. 

 

For further support on managing your ProAdvisor clients, see here. If you have any further questions, please get back to us below.