Hoping someone can help and explain.
I have a client that is currently subscribed to QB Online - has been using the service for over a year now. I have just opened my own QB Accountant and she would like to be billed through my Wholesale Account.
She is currently paying directly to QB - can i move her without closing her Account? and how do i go about this so that she is not paying twice
Many thanks in advance
Welcome to the Community - thank you for your question!
You will first need to have access to the client's account. They will need to send an invite from their side through the My Accountant tab. Once you have accepted the invite, you will be able to follow the below instructions:
Select the Gear icon on the Toolbar.
Under Your Company, select Your Account.
Please let us know if you have any further questions.
thank you for replying so quickly.
By doing these steps - will that then cancel the automatic subscription payment that goes directly to QB?