Account Transfer FAQ

How do I transfer/update my account login in QuickBooks Online?

How to transfer your account to a new user name

Here are the steps:

  1. Open a support ticket and ask us to transfer your account. Please enter the new user and the old user's email.
  2. Login to Connex Online.
  3. Disconnect the account. Your settings will remain intact.
  4. Go to qbo.intuit.com.
  5. Sign into QuickBooks as the new user.
  6. Sign into Connex Online to pair the new user.
  7. On the top right, click your name.
  8. Click my company.
  9. Verify that the email has changed.

If you fail to disconnect the old user, Connex will allow no user under the same company file to pair. You will receive this message: