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How can I switch my Link My Books account from one accountant to another?

Migrating your account from one accountant to another

Kaylie Worbey avatar
Written by Kaylie Worbey
Updated over 3 weeks ago

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

A screenshot of the "Settlements" page in the "Link My Books" application, with a dropdown menu from the "Settings" navigation item open.  At the very top of the page, there's an orange banner with white text: "Your free trial ends in 13 days. Subscribe now". Below this, another orange banner states: "Next step unclear? Try our free onboarding service for a free personalised onboarding - book here".  The main navigation bar includes the "LINK MY BOOKS" logo on the left, followed by "Settlements", "Accounts & Taxes", "Inventory", and "Settings". "Settings" has a dropdown arrow and is active, showing a dropdown menu. On the far right, there's a notification icon with a red circle and "1" (indicating one notification) and a menu icon.  The main content area is titled "Settlements" in orange text. Below it, there's instruction text: "For bulk selection, hold CMD / CTRL key and select settlements." There's also a toggle button for "SHOW HIDDEN".  A large dropdown menu is open from the "Settings" navigation item on the right side of the screen. The options in this menu are: * Account Settings * Settlement Settings * Additional Users (highlighted with a red dotted rectangle) * Notifications  Below the "Settlements" heading, there's a section labeled "What to do next..." with an open book icon. The rest of the page content is cut off.

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

It's a straightforward process so there's no need to set up a new account.

First off we would need authorisation from both the current account owner and the new accountant. Once this has been received, we can migrate the accounts over.

Authorisation can be sent to [email protected], stating the name of the account(s) to be migrated and their approval to do so.

Once approval is received from both the current and new accountants, then we can migrate the account over and update the billing for both parties.

If you have any questions about this article or feedback on how we could make it better please reach out to the support team via the blue chat icon on the bottom right of the page or via email to [email protected].

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