How to transfer an Organisation to another subscription

Organisations can be transferred between subscriptions as long as the subscriptions are compatible. This means, for example, that a Xero-connected Organisation can only be transferred to a subscription under the "ApprovalMax for Xero" and "ApprovalMax Professional" plans but not to a subscription with an "ApprovalMax for QuickBooks Online" plan.

This is how you transfer an Organisation between subscriptions in your account:
  • In the ApprovalMax product interface, click on "My account" under your initials/logo in the top right-hand corner.
  • Go to the "Organisations" tab.
  • Click on the "three dots" menu next to the Organisation you want to transfer.
  • Select the target subscription and confirm the transfer.


To transfer an Organisation between different accounts, please contact us on sales@approvalmax.com

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