Xero is a highly sought after cloud-based accounting software which provides the users with accurate numbers anywhere, anytime and even on any device. Xero has assisted in building a trusted relationship with small business clients with the help of online collaboration. This is a service which is used by over 1.5 million users around the globe. This service has help take a lot of burden off the shoulders of the users and the best part is they can access their data from anywhere. Xero has also made sure that they cater to all the needs of the users in the best ways possible. Users are provided with the benefit of Xero customer care at all times. This is a customer support which the users can avail at any time to cater to concerns of any kind. They would provide the users with prompt solutions on every query that they would come up with.
One of the common query that the users come across with is regarding transfer of Xero subscription. It has often been seen that users while working for an organization would take the subscription of Xero on their profile which they later wish to transfer to an organization or someone else. This is often seen when a user subscribes to Xero when they start up with an organization. When they later expand to a well of business they come across this need of having to transfer the subscription in the name of the organization. Xero as aptly catered to this need of the users. They have made it functional that a user can efficiently transfer the subscription using some simple steps. Inculcating these steps have aided a lot of users who have subscribed to Xero.
Process to be undertaken to transfer Xero Subscription
In a simple overview Xero has made sure that if you have the principle role in practice, you can efficiently transfer the subscription for an organization to someone else where the person who takes over the subscription then becomes liable for the monthly payment to Xero. You can simply resend or even cancel an invitation to transfer a subscription.
The steps to transfer the Subscription are as follows:
· Initially, you would have to choose the organization’s name of which you want to transfer the subscription and then you have to select the option “My Xero”.
· To the right-hand side, you would find few options under the heading of subscription.
· There you would then have to select the option which says “Transfer”.
· After you have done the above-given steps, you would further have to fill in the name and email address of the new subscriber.
· Once you have filled the required information, click on the option of “Request Transfer”.
The transfer would only be completed when the person whom you have nominated to take over the subscription accepts the invite. You would receive an email confirmation stating the acceptance of the new subscriber and the subscription transfer would be complete.
If you come across any doubts in the process to be followed and wish to garner more information, you can do so effectively by connecting with the Xero helpline number. They would provide you with trained professionals who have complete knowledge of guiding you through the process.
Source URL: How to Transfer Xero Subscription