Do you want to change the entity type? - Accountants Desktop 2025

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Select Help, and then choose Manage My License. Choose Change to a Different Industry Edition. Select the industry edition you want to switch to.
Notify your current accountant Be professional and transparent in your communication, thanking them for their past services while clearly outlining the reasons for your decision. Provide any necessary information to facilitate the transfer of your financial records and ensure a smooth transition.
Go to Company, select Users then Intuit Account User Management. Scroll the secondary admin you want to make the primary admin, select Edit, then Select Change Primary admin. If the user isnt listed, youll need to add them to the account. Enter the verification code sent to the admins phone number.
Send a file through the Accountants Copy File Service Go to the File menu and hover over Send Company File. Hover over Accountants Copy and hover over Client Activities. Select Send to Accountant and then Next. Select Accountants Copy and then Next. Enter the dividing date.
by Intuit 69 Updated 3 days ago Go to Settings. . Under Profile, select Switch Company. From the list, select the company you want to switch to.
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Switching Accountants Sign in to QuickBooks Online as a primary admin. On the top-right corner, click the Gear icon and then select Manage users. Select the Accountants or Accounting firms tab. Enter your accountants email address, then select Invite.
If youd like to give your new accountant access to your company, see the steps below. Choose Gear icon Manage Users. Under Accounting Firms at the bottom of the page, click Invite Accountant. Enter Accountants email address and name if you would like (this is optional, email is not). Click Next then Finish.

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