Can you pass on your QuickBooks account when you die?
Intuit reviews requests about a QuickBooks account after a death case by case. While alive, the account holder can use transferring the account.
Protecting QuickBooks accounts while the account is active
No beneficiary designation, lifetime transfer options for accounts, and 8-step plan.
How to protect your QuickBooks account while you are alive →Someone died. Handling QuickBooks accounts after a death
Transfer is handled on a case-by-case basis, 8-step process, and 8 required documents.
What happens to a QuickBooks account when someone dies →QuickBooks Online is Intuit's cloud accounting service for small businesses and the self-employed. Each company file holds the general ledger, bank and credit-card transactions, invoices, payroll data and reports, and is controlled by a Primary Admin.
Intuit decides what happens to a QuickBooks account after a death case by case; its terms promise no transfer. While the account holder is alive, Intuit allows transferring the account.
What happens to QuickBooks at death
Naming who acts after a death
- Designation
There is no beneficiary or successor designation on a QuickBooks Online company; the primary admin can hand the role in-app only to a user who already holds the Admin role.3
Intuit publishes its own process for a deceased person's account: Request to be the primary admin or contact (Business Change Request form); a request goes in through Intuit's online form. There is no way to name a beneficiary or successor on a QuickBooks account.
Sources
Data sourced from Intuit Inc. primary sources (7 pages reviewed). How we research.
QuickBooks customer support
QuickBooks Online Customer Support
Website
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