@Sherrie_F I am not talking about or interested in lead Accountant.
I am referring to adding a new QBO client that has never used QuickBooks Online before. When I am logged in to my QBOA file as Primary Admin and I click Add Client, it will land me on a screen where I need to enter details including email and phone number. Over here can I specify the same email that is associated with the Primary Admin of my QBOA file? Or is there another place when adding the new client to indicate that I am the Primary Admin of the new client organization that I am setting up?
The objective is that I should own and be the Primary Admin or master admin of the client file and the subscription should be billed to my QBOA account.
In future when my services are not required I want to have the option for the client to become the Primary Admin if he/she chooses to continue with QuickBooks online when we are divorcing our relationship. In such a case I will cancel the client subscription or transfer the Billing to client or off-board depending on the situation at that point.
I hope you understand what I am trying to convey.
