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1 reply

JessT
Moderator
Apr 18, 2021 12:41 PM UTC

Hi beckylever,

 

I'll guide you through cancelling your client's subscription. Please follow these steps:

  1. In your QuickBooks Online Accountant, go to Settings ⚙ and then Subscriptions and billing.
  2. Select the Your subscriptions tab.
  3. Look for your client.
  4. From the Select action ▼ dropdown, select Cancel QuickBooks Online.

On the other hand, if you only wish to remove your client from your wholesale billing plan and transfer the billing to them, you can follow these steps:

  1. First, make your client as a primary admin user of their company file.
  2. In QuickBooks Online Accountant, go to Settings ⚙ and then Subscriptions and billing.
  3. Select the Your subscriptions tab.
  4. Select the client you want to remove. Note: If the client is currently inactive, make them active first.
  5. From the Select actions▼dropdown, select Transfer billing to client.

Feel free to reach back out if you need more help cancelling your client's QuickBooks.