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 support numberat 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 customer care 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
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