Start by selecting "Users" or “Agents” from the upper navigation menu.
Search for the Agent, and select/highlight their name.
Then on the left-side panel, under the "Membership" menu select "Manage Roles." (Note: The agent’s plan will not transfer with them. It is recommended to take make sure you have noted/screenshot what their plan was prior to the transfer)
Click the + sign next to Agent's name. Then select "Transfer".
Select the office she will be transferring to and the date of transfer. Then select "Transfer".
Next, you will want to add the Agent's plan. You can copy a template from another agent with a similar plan (see “Copy Templates” instructions) however, keep in mind cross-billed items wont copy over, you will need to update these items.
The final step of the transfer process will be to un-map the Agent from the old office and then map them to the new office.
To do this, under the offices tab, highlight the old office. Then on the left-side pane, under the Quickbooks menu, select "mapping".
Under the "Agents" section, click "Map".
Find Agent from the list. Select "***UN-MAP this agent" from both drop down menus. Select "Save."
Now, you should be able to map the Agent in the new office. (Instructions for mapping can be found under “Create a New Agent” instructions).
You will need to recreate the agents billing template in the new office. You can do this by mirroring the old plan or creating a new one. To view the agents old billing plan, go to the old office and search by inactive agents. You can then find the agent and view their old billing.