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TheEquityLab
Level 1

Client that wants to move to my wholesale Account?

HI 

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

 

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