Help Centre

How do I transfer my subscription?

 

If you're the subscriber for your organisation, transfer the subscription to someone else. Xero sends an invitation to that person and they'll need to accept the transfer before becoming the new subscriber.

  1. From the header, click the list icon Image showing the list icon, then select My Xero.

  2. Find the organisation you want and click its Info link.

    Image of the My Xero screen's Info link.

  3. Click Options, then select Transfer subscription.

    Image of the subscription options with 'Transfer subscription' selected.

  4. Enter the name of the new subscriber, their email address, then click Request transfer.

You'll receive a confirmation email when the new subscriber accepts the subscription transfer. And you'll receive an invoice covering the period up to the subscription transfer date.

 

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