💡 Quick summary

An ownership transfer moves an account and its connected sales channels from one owner to another, with their accounts and tax mappings and settlement history intact. It is a self-serve process — the current owner starts it and the new owner accepts. It does not move billing: the new owner is billed under their own login, and the previous owner's subscription stays as it is.

When would I need an ownership transfer?

Common scenarios include:

You are an accountant or bookkeeper taking over management of a client's Link My Books account
A business is changing hands and the new owner needs to take over the existing Link My Books setup and data
A team member who originally set up the account has left the company and you need to move ownership and access to a different person
You want to move your account to a different email address (e.g. from a personal email to a business email)

How the transfer works

This is a self-serve process — there's no need to contact support to do it.

1. The new owner must have a Link My Books account

The person receiving the account needs to have an existing Link My Books user account. If they don't have one yet, they can create one for free by visiting our homepage and selecting Log In - then sign in with Google, Xero, or Intuit (QuickBooks). They do not need to connect a channel or subscribe to a paid plan, just simply login.

2. The current owner starts the transfer, and the new owner accepts

The current owner starts the transfer from Settings → Account Settings, scrolling to the bottom of the page to find Transfer Ownership. The new owner then accepts it. Once accepted, the account and all its connected sales channels move across to the new owner automatically.

⚠️ If the current owner can't start the transfer — they've left the company, no longer have access to their email, or you can't reach them — it can't be done self-serve. Email [email protected], tell us which account it is and what's happened, and we'll agree the right way to verify you. There's no fixed checklist; we work it out case by case, so the more you can tell us about the account and your connection to the business, the faster we can get it moving.

What moves with the account

The account moves whole. You do not need to set your accounts and tax mappings up again.

Your sales channels, with their accounts and tax mappings exactly as they were.
Your settlement history.

What the new owner can then see depends on their plan:

If the account arrives with more sales channels than their plan covers, the account is flagged as overplan and some features are restricted until they move to a plan that covers it.
Settlement history older than their plan's allowance shows as Locked. See Accessing Historical Data for the allowances and how to unlock more.

What happens to billing

Billing does not move with the account. The new owner is billed under their own login after accepting — a free trial if they are new to Link My Books, or the account is simply added to their existing plan if they already pay. The previous owner's subscription is untouched by the transfer, and they can cancel or downgrade it themselves at any time from their own billing page.

⚠️ If the new owner already has their own subscription — if the receiving login already has its own active Stripe subscription, the transfer can't complete self-serve and is blocked. Email [email protected] with both account details and we'll action the move for you.

Transferring Ownership of a Link My Books Account