Step 1 – Go to the Gear in the top right corner
Step 2 – Under PROFILE, click on Subscriptions and billing
Step 3: Click on Allow Billing transfer to your accountant
Step 4 – Follow the steps to transfer to Talbot & Associates
To be able to accept the transfer on time, please notify us at: qbo@talbotcpa.ca
If we are not alerted, it will expire, and you’ll have to redo the whole process. If you have any issues, please let us know.