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
It's a straightforward process so there's no need to set up a new account. The transition is seamless, ensuring no disruption to ongoing account activities or integrated features.
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. Specific steps include:
The current account owner sending an email from their registered email address to confirm the transfer.
The new accountant sending an email from their registered email address to accept ownership.
Authorisation can be sent to [email protected], stating the name of the account(s) to be migrated and their approval to do so. The email should be sent from the registered email addresses of both parties to ensure authenticity and security.
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.
FAQs
What happens to my billing details?
All billing information is transferred seamlessly to the new owner to ensure continuity.
Can I revoke the transfer after completing it?
For any changes after a completed transfer, please contact Link My Books support directly. Additionally, the account transfer ensures that all billing details and active integrations are seamlessly transitioned to the new owner, avoiding any operational disruptions.
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].