Account Transfer FAQ

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

How to transfer and/or update your QuickBooks Online and Connex Online account username from one email username to another.

How do I transfer my account QuickBooks Online?

The QuickBooks Online user must be an admin in QuickBooks Online because an admin user has the permissions Connex needs to create orders in QuickBooks. We recommend pairing Connex with a generic email, such as "accounting@youremail" or "info@youremail" in the event you require other users can access the Connex account.

How do I transfer my account?

To transfer your account, follow these steps:

  1. In QuickBooks Online, create the new user, or note the user email address you want the account transferred to in Connex. 
  2. In QuickBooks Online, retrieve your Company ID. In QuickBooks Online, hold down the Ctrl and Alt (or Option on a Mac) and type the ?/ key on your keyboard. A window will open up with your Company ID.
  3. Note the Company ID.
  4. Login to Connex for QuickBooks Online with the old account.
  5. Complete the account transfer page.
  6. Disconnect the old user. This allows you to pair as another user on the same company file.
  7. Close your browser completely. 
  8. Login to Connex with the new account.
  9. On the dashboard, you will see all your settings.

I am trying to pair as the new user and the pairing fails

Please open a support ticket and you can enter billing, if you use our pro plan. Send us the new and old email. This error usually means your old account was improperly disconnected.

What if I need to change the QuickBooks Online Master Admin?

With QuickBooks Online, you can add different types of users, but there’s always just one master admin who can manage all other users. If you’re using QuickBooks Online Simple Start, then you'll need to contact our Online Support to transfer the Master Admin. First, sign in to QuickBooks Online as the current Master Admin, then follow the steps provided below on how to make the transfer with ease:

Invite A New User (if the new Master Admin isn't in your account yet):

  1. In QuickBooks Online, go to Settings ⚙ and select Manage Users.
  2. Choose Add user.
  3. Pick Company admin as the user type.
  4. Press Next.
  5. Enter the new user's info, then hit Save.
  6. Your new user will get an email from [email address removed] inviting them to your business. They need to select the Let’s go! link and sign in.

Make The Transfer To The New Master Admin:

  1. In QuickBooks Online, go to Settings ⚙ and select Manage Users.
  2. In the User Type column, check if the user you want is listed as Admin. If they’re not, select Edit ✏ to change them to an admin.
  3. Select the small arrow ▼ in the Action column to the right of the user then press Make master admin.
  4. For security, we send a verification code to the phone number or email on file for your account. When you receive the verification code, enter it and hit Continue.
  5. In the window, click on Make master admin to confirm that you want to make the change.
  6. Go back to Settings ⚙ and select Sign Out to sign out as the current master admin.
  7. When the user gets the invitation email, ask them to select the link and accept the invitation.

Congratulations! You've completed the process of changing the Master Admin.