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New client on QBO, transfer of subscription

Hi, we have taken on a client who uses QBO, we have a QBOA account but no clients currently, how do we get the subscription transferred to us?

2 REPLIES 2
Active Member

Re: New client on QBO, transfer of subscription

... from the old Accountants QBOA account

QuickBooks Team

Re: New client on QBO, transfer of subscription

Hello Tel_sooty74,

 

The clients will need to speak to their old accountants to get them removed from Wholesale Billing and get them to transfer Master Admin rights over to the client.

 

Once they have done this, you will need to get them to add you as an accountant. You will then be able to select 'add existing clients' under the cog wheel and 'Your Account'. Once there, you can go to 'Your subscriptions' and you will be given the option to add existing clients to your billing, where you can tick the client.

 

Thanks,

 

Talia