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SYM_Bus_Service's avatar
SYM_Bus_Service
Trusted Cover User
2 months ago

Transfer subscription from old bookkeeper to new

Hi, we have been requesting that a subscription be transferred from our old bookkeeper to our new, but the old bookkeeper is insisting that a form be completed and sent.  We cannot locate this, and w...
#subscription
Earl_HD's avatar
Earl_HD
MYOB Moderator
2 months ago

Hi SYM_Bus_Service,

Thanks for confirming. As the subscription is being transferred from one bookkeeper to another, and you want the new bookkeeper to take over payment, the request should be submitted by the primary contact of the new bookkeeper’s practice. If the new bookkeeper is the primary contact, they can submit it directly.

Regards,
Earl

SYM_Bus_Service's avatar
SYM_Bus_Service
Trusted Cover User
2 months ago

Hi Earl, unfortunately the old bookkeeper is not updating the new bookkeepers profile, as she states she cannot.  It seems when they set up the new bookkeeper it has not been done correctly 

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