ISSUE:

• Client has requested to take over primary admin and billing

RESOLUTION:

2 step process: Change primary admin and transfer KSM billing

Change Primary Admin

• Setup new Primary Admin if they are not a user of the company
  • While logged into QBO environment, go to the details of the specific company
  • Click the dropdown Go To QuickBooks > Select the Company Name
    
    
    
  • Select the Gear icon > Manage Users
    
    
    
  • Check to make certain the new Primary Admin target is listed
    • If not, select Add User > enter the information > select Company Admin for the rights
    • The recipient must accept the invitation before proceeding
  • If the user is listed and the invite has been accepted (if applicable), select the 3 dots > Change primary admin
    
    
    
  • Once they accept the invite, they will become the Primary Admin

Transfer KSM Billing

• Once the Primary Admin has been accepted, you can move on to transfer the billing
• Go to the KSM main QBO site
• Select the Gear icon > Subscriptions and billing
  
  
  
• Enter client name or number in the search field
• Select Client actions > Transfer billing to client
  
  
  
• Follow the remaining prompts
• An email will be sent to qboa@ksmcpa.com with the subscrtipion transfer notice
• The client/new primary admin will need to re-subscribe by entering their own credit card