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Transfer-Change Ownership of QuickBooks – Step-by-Step Guide

transfer-change ownership of QuickBooks

Need to transfer-change ownership of QuickBooks to a new user or business partner? Whether you’re selling your business, changing administrators, or updating company records, QuickBooks makes it possible to shift ownership with the right steps in place.

For a smooth and secure process, you can always call 844-753-8012 or 855-749-2321 for expert help to transfer/change ownership of QuickBooks.

Why You Might Need to Transfer-Change Ownership of QuickBooks

There are several reasons you may need to transfer/change ownership of QuickBooks:

  • You sold or handed over your business to someone else
  • A new partner is taking over financial management
  • The original QuickBooks admin is leaving the company
  • You’re converting your QuickBooks license to a new entity

Whatever the reason, it’s important to make the transfer properly to avoid access or billing issues. If you’re unsure where to start, contact 844-753-8012 or 855-749-2321 for help with the transfer-change ownership of QuickBooks process.

What Does It Mean to Transfer/Change Ownership of QuickBooks?

When you transfer/change ownership of QuickBooks, you are modifying the official account holder details with Intuit. This includes:

  • Name of the primary contact or account holder
  • Associated email address and phone number
  • Billing information for subscription and renewals
  • User permissions and login credentials

A successful transfer-change ownership of QuickBooks ensures the new owner has full administrative access and responsibility. If you’re unsure how to proceed, just call 844-753-8012 or 855-749-2321.

How to Transfer/Change Ownership of QuickBooks (Step-by-Step)

Here’s how you can manually transfer/change ownership of QuickBooks:

Step 1: Log in as the Current Primary Admin

Only the primary admin can initiate a transfer/change ownership of QuickBooks. Log in using your Intuit credentials.

Step 2: Update the Company Info

  • Go to Gear Icon > Account and Settings > Company
  • Update the contact name, email, and business info

This is essential for both billing and security. Need help? Call 844-753-8012 or 855-749-2321 for real-time assistance.

Step 3: Change Primary Admin

  • Go to Manage Users
  • Select the new user and click Make Primary Admin
  • Follow the prompts and confirm transfer

If the new person doesn’t have a user account yet, you’ll need to add them first. If any step seems unclear, call 844-753-8012 or 855-749-2321 for help with the transfer/change ownership of QuickBooks.

Step 4: Contact Intuit for Confirmation (If Needed)

In some cases, Intuit requires you to complete an ownership transfer request form and submit a photo ID for verification. This extra step ensures a secure transfer/change ownership of QuickBooks.

Important Notes When You Transfer/Change Ownership of QuickBooks

When you transfer-change ownership of QuickBooks, be sure to:

  • Back up your company files before making changes
  • Transfer all administrative rights, not just user access
  • Update any connected payroll, payment, or banking services
  • Notify employees or bookkeepers of the ownership change

Skipping any of these steps could result in limited access or lost data. To avoid issues, call 844-753-8012 or 855-749-2321 and ensure the transfer/change ownership of QuickBooks is done correctly.

What If You Can’t Reach the Previous Owner?

If you’re unable to contact the previous account holder to transfer/change ownership of QuickBooks, you’ll need to submit proof of ownership to Intuit. This may include:

  • Business registration documents
  • Photo ID
  • Purchase receipts
  • Legal transfer of ownership agreement

To avoid delays or rejections, call 844-753-8012 or 855-749-2321 for help with this situation.

Final Thoughts

A proper transfer-change ownership of QuickBooks is essential to ensure your accounting software, billing details, and admin controls are in the right hands. Whether you’re doing a simple update or a legal ownership transfer, taking the right steps will protect your data and avoid future access issues.

Need help right now? Call 844-753-8012 or 855-749-2321 for expert guidance to transfer-change ownership of QuickBooks safely and smoothly.

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