The process will depend on if the current accountants are the account owners or if they are additional users on your account.
Current accountant is an additional user
If your current accountants are down as an additional user, they can be removed by heading to Settings > Additional Users
From here you can also add the new accountant as an additional user. Once added, they will receive an invite to create a user account if they haven't already and join your account.
Please refer to How to add additional users to your account for a full walkthrough of this process.
Current accountants are the account owner
This is now a self-serve process — there's no need to email support or set up a new account.
The new accountant needs a Link My Books login. If they don't have one, they can create one for free from our homepage and sign in with Google, Xero, or Intuit (QuickBooks). They don't need to connect a channel or subscribe to a paid plan.
The current owner starts the transfer from within their own Link My Books account, and the new owner accepts it.
Once accepted, the account and all its connected sales channels move across to the new owner automatically.
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.
What if the current owner has left the company or is unavailable?
If the current account owner has left your organisation and you no longer have access to their login credentials or email address, we can still help you transfer ownership. This is a common situation and we have a process in place to handle it securely.
Steps to request an ownership transfer when the original owner is unavailable:
Contact our support team by email at [email protected].
Let us know the name of the account (as it appears in Link My Books) and the email address of the previous owner.
Provide the email address of the person who should become the new owner.
If possible, have someone with access to the previous owner's company email address send a confirmation to [email protected] authorising the transfer. If the email address is no longer accessible, our team will work with you on alternative verification.
⚠️ Important: Only the account owner can access the Billing page, update payment methods, and manage the subscription. Until ownership is transferred, other users on the account will not be able to make billing changes. If you need urgent access to billing while the transfer is being processed, please let the support team know.
Our support team will verify your identity and connection to the account before completing the transfer. This typically takes 1–2 business days.
FAQs
What happens to my billing details?
Billing does not transfer with the account. The new owner is billed under their own login after accepting; the previous owner's subscription is not changed by the transfer, and they can cancel or downgrade it themselves at any time. Only the account owner can access the Billing page and manage the subscription.
Can I revoke the transfer after completing it?
For any changes after a completed transfer, please contact Link My Books support directly. Your connected sales channels and integrations move across to the new owner automatically, so there is no disruption to syncing. Billing is separate — it does not transfer; each owner manages their own subscription.
What if the previous owner's email is no longer accessible?
Our support team can work with you on alternative verification methods. Please contact support with as much detail as possible about the account, including the account name, connected sales channels, and any other identifying information.