Help CenterTransfer Ownership of your Recur360 account
Congratulations on starting your new journey! Transferring ownership can be stressful, knowing the process ahead of time can save unessecary headaches.
There are two most common types of transfers:
Transfer ownership of the QuickBooks File
When the new owner is taking control of your current QuickBooks file it makes for a smoother process. There are some things that need to be addressed to make sure it is done correctly:
Billing
To make sure that the new owners information is being billed, from the primary login, go to Settings- billing.
Scroll down to the billing information and update it to the new owners.
Under the payment details clear the payment details.
Enter the new owners payment information.
Remember to click the green save button after submitting the new payment information.
Now that the billing information is under the new owner, we need to update the login.
Login
From the primary login Go to Settings - Login Settings
If you are connected with Intuit Single Sign on, disconnect it now.
Leave the email the same but create a new password.
Click 'Save"
Now you can go back in and update the email address and contact info.
Remember to click 'Save'
Test out the login to make sure it is working. If you get a message that there is already an account with the login, reach out to us in LiveChat or email payments@recur360.com.
Next the new owner will need to start a merchant account of their own.
Apply for a merchant account
The new owner will need to email payments@recur360.com for the application.
Once approved we will disconnect the old merchant account and connect the new merchant account. We can request to transfer your current customer payment methods to the new owners merchant account. The new owner can request that from us by emailing payments@recur360.com
Close the old merchant account
Email payments@recur360.com to close the Recur360Pay account.
New QuickBooks File
Once the new owner has their QuickBooks file set up with the necessary data, customers, invoices, payments, historical data, we can move to the next step. For help with transferring please reach out to QuickBooks.
They will need to create a new Recur360 platform account.
Create a Recur360 account
Go to recur360.com and click the signup button in the top right.
Fill out the necessary information.
Next the new owner will need to connect their QuickBooks file. During the process it will prompt them to do so.
Connect QuickBooks File
Follow the screen prompts. First choose if you are connecting to QuickBooks Online or QuickBooks Desktop. The next prompts will lead you through the connection process.
Now that QuickBooks is connected the new owner will need a merchant account as well.
Apply for a merchant account
The new owner will need to email payments@recur360.com for the application.
Once the merchant account is approved we will attach it to the platform account and send an email confirmation.
If the new owner would like a demo of the software or has questions they can come to LiveChat, or email payments@recur360.com.
Close the old merchant account
Email payments@recur360.com to close the Recur360Pay account.
Now when you are ready you can close the Recur360 platform account as well
Close old Recur360 Platform account
In Settings- Account Settings, at the bottom of the page is the option to delete the account.
