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How to transfer subscriptions between your account and your organization

Updated on July 26th, 2021

If you’d like to transfer a subscription from your personal account to an organization you belong to (or vice versa), this guide will walk you through every step.

Note

When you transfer a subscription between your personal account and your organization, it’s treated like a brand-new subscription starting over at day one with the new owner. This means at the end of the transfer process, you will set up billing under the new owner. Contact Flywheel’s billing team if you have questions.

Table of Contents:

1. How to transfer a subscription from a personal account to an organization
2. How to transfer a subscription from an organization to a personal account
3. FAQ


How to transfer a subscription from a personal account to an organization

  1. Log into Flywheel, then navigate to the billing page from your user dropdown in the top right corner.
  2. Click on the Details button of the subscription that you are wanting to transfer. Remember, transferring a subscription means transferring all sites that are a part of that subscription.

    Note

    You can only transfer subscriptions you own. You may collaborate on sites under another user’s subscription, but it will not be available for transfer.
  3. Hover over the gear icon and click Transfer subscription.
  4. A Billing transfer window will pop up, choose Me or my organization, then click Go to Checkout.
  5. From the Owner dropdown menu, select the organization you’d like to transfer ownership to. Then, complete the checkout process. As the new subscription is created, the prior subscription owned by your personal account is automatically canceled.

How to transfer a subscription from an organization to a personal account

  1. Log into Flywheel, then navigate to the billing page from your user dropdown in the top right corner.
  2. Click the dropdown to choose the organization that owns the subscription you’d like to transfer.
  3. Click on the Details button of the subscription that you are wanting to transfer. Remember, transferring a subscription means transferring all sites that are a part of that subscription.
  4. Hover over the gear icon and click Transfer subscription.
  5. A Billing transfer window will pop up, choose Me or my organization, then click Go to Checkout.
  6. From the Owner dropdown menu, select your personal account as the new owner. Then, complete the checkout process. As the new subscription is created, the prior subscription owned by your organization is automatically canceled.

FAQ

How do I transfer a single site subscription from my organization to a client?

Check out this help article: How do I transfer billing to my client?

How do I transfer a single site out of my plan and into my organization?

If you just want to move one (or more) sites out of your plan, but not the entire subscription, follow the instructions in this article: How to move a site to a different plan. Just make sure you select your Organization as the owner.


Still need help?

If you’re having issues transferring your subscription, reach out to our Happiness Engineers, they’d be glad to help!

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