Transfer domain (customer) to new accountant (firm)

When a customer's domain needs to be transferred to a new accountant from another firm, there may be two situations:

• the customer transfers to an accountant who also uses Yuki
• the customer transfers to an accountant who does not use Yuki.

Transfer domain (customer) to new accountant using Yuki

To transfer a customer from one of your own portals in Yuki to another new accountant's (firm's) portal, contact your Customer Success manager.

Transferring a domain to the other new accountant's Yuki portal is only performed by Yuki employees.

Transfer domain (customer) to new accountant not using Yuki

In case the other new accountant does not work with Yuki, it is advisable to use the export options within the respective domain. 

A user with the 'Back office' role in the domain can download all financial transactions (XAF file) that can be used by the other office. This export can be created per administration.

For a detailed description of these exports, see article Export financial transactions.

A user with the 'Management' (entrepreneur) role in the domain can export all documents and bank files from the archive for each administration.

He or she will receive an email (at the email address used to log in) containing a link within twenty-four hours. This link can be used to log in and then download the archive.

For a detailed description of these exports, see article Export documents from Archive.