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1 reply

QuickBooks Team
Oct 25, 2026 10:30 PM UTC

To cancel a wholesale client's subscription, follow these steps:

 

  1. Sign in to your QuickBooks Online Accountant (QBOA) portal.
  2. Click the Gear icon in the upper-right corner.
  3. Select Subscriptions and billing.
  4. Click on Accountant-billed subscriptions.
  5. Locate and select the client's subscription/company file.
  6. From the Action menu dropdown, select the option to Cancel.
  7. Follow the on-screen prompts to confirm the cancellation.

 

Once canceled, the company file will move to a read-only state for a year before the data is permanently deleted, allowing data export if needed.

 

You can also browse this article to learn more about managing your clients: Manage your clients in QBOA.

 

If you have any additional questions, please feel free to revisit this thread.