Note: In order to transfer account ownership, you must be an account owner.
1. In the navigation menu, go to Settings
2. Under Company settings, click Roles & Permissions.
3. Click Account Owner.
4. Under Account Owner, select the Transfer Ownership tab.
5. Under New Account Owner, select an administrator from the drop-down menu. Account ownership can only be transferred to existing administrators within the small business. The drop-down list will not show any administrators associated with an accounting/bookkeeping form.
6. Under How would you like to handle the transfer?, indicate how your own account should be handled, either:
- a. Transfer ownership and disable my account: If chosen, you will be automatically logged out and the new account owner will receive an email to alert them of the access change.
- b. Transfer ownership and assign a new role: If chosen, you will need to select a new role for your account. Note: Manager access must have departments enabled and only one manager can be set up per department.
7. Click Transfer ownership. Your account will automatically log out. You can re-enter your credentials to log in with your new access level.