Transfer QBO account to Cycle CPA if your previous accountant provided a QBO discount

‍

If your previous accountant provided you a wholesale discount on QBO

Please send your previous accountant the following request:
“Please remove yourself as Primary Admin on my QBO account and make me Primary Admin. Additionally, please remove our client account from your QBO wholesale discount plan”

Once your accountant has completed this, you can proceed to the following steps.

If this doesn’t apply to you, proceed to the next step

Add Cycle CPA as an accountant on your account

1. Sign into your QuickBooks Online account.
2. Select Settings > Manage Users
3. Select Accounting firms > Invite
4. Enter the following information:
5. First name = Steve
6. Last name = Majoros
7. Email = admin@cyclecpa.ca
8. Select Save.
9. We will receive an invite to complete the process, and you will receive a notification to continue the process below.

Make us Primary Admin

This will allow us to view bank statements to complete your monthly bookkeeping.

1. Sign into your account
2. Click Settings (top right gear icon) > Manage Users
3. Click the drop down arrow next to Steve Majoros (under action)
4. Click Make Primary Admin
5. QBO may send you a verification code via text or email to verify the change
6. If so, enter the code, select continue > make primary admin

Give Cycle CPA permission to take over billing

1. Sign into your QuickBooks Online account.
2. Select Settings > Account and settings.
3. Select Billing & Subscription
4. Select Allow billing transfer to your accountant link.
5. Select Cycle CPA as the accounting firm
6. Select Allow transfer.

If you need further assistance, please contact us and we can help you complete this. This is an important step for us to ensure you are set up for bookkeeping.

‍