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 a self-serve process, unless your new accountant already has an active Link My Books subscription (see the note below step 3).
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. In Settings > Account Settings, find the Transfer Ownership card and click Transfer account. They’ll be emailed a code to confirm, then the new owner gets an invite to accept.
Once accepted, the account you transferred moves across to the new owner. Only that account is transferred. Your login and any other accounts you own are not affected. To move more than one, repeat the transfer for each sales channel.
You can check the status of a transfer at any time from View transfer history on the same card.
Alternatively, if your new accountant already has an active Link My Books subscription, the transfer will show an error and can't be completed self-serve. Email [email protected] with your account email and theirs, and we'll do it for you.
Billing does not move with the account. The new owner is billed under their own login after accepting. If they are new to Link My Books, they start on a free trial. If your new accountant already has an active subscription, the transfer is always blocked and can't be completed self-serve; see the note under step 3. 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?
Yes, but you’ll need to contact Link My Books support. Email [email protected] with the account name, the email address of the previous owner and the email address of the new owner. Because the new owner now owns the account, we’ll need them to approve moving it back before we change anything. They can give their approval by replying on the support thread.
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.
Can I transfer just one of my accounts?
Yes. Each transfer moves one account only. Your login and your other accounts stay with you. To move several, repeat the transfer for each one.