Learn how to take over billing for clients who currently pay for their own QuickBooks Online subscription, or transfer existing wholesale clients from another accounting firm.
If you have clients who pay for a QuickBooks Online subscription on their own, or clients who are still on their previous accounting firm’s wholesale discount plan, you can transfer them to your wholesale discount plan. In this article we’ll show you how.
Note: When you add a client with an existing QuickBooks Online subscription to Wholesale discount, we’ll bill those clients at the standard Wholesale discount price rates with no promotional discounts.
Your firm covers the costs and billing for them from now on. Note: Payroll free trials do not apply to wholesale discount units.
Take over billing for a client #
Note: If your client has the following products, active or canceled, attached to their QuickBooks Online subscription, you can’t add them to your wholesale discount plan.
- QuickBooks Time
- QuickBooks Live Bookkeeping
- QuickBooks Online Contractor Direct Deposit
- FormFly
