How to transfer organisation to another subscription

Organisations can be transferred between subscription provided that subscriptions are compatible. Say an organisation that has a Xero connection established can be transferred to a subscription under "ApprovalMax for Xero" and "ApprovalMax Professional" plans, but not to a subscription with "ApprovalMax for QuickBooks Online" plan.

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


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

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