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1 reply

QuickBooks Team
October 20, 2026

You can make your client the primary admin of their company file and transfer the subscription billing to them. Until they update their billing information, they’ll have read-only access to their QuickBooks company.

 

For detailed instructions, see the Remove a client from your ProAdvisor discount plan section of this article: Manage your ProAdvisor Preferred Pricing plan and ProAdvisor discount clients.

 

Once your client updates their billing information, they can make changes to their accounting data.

 

Please let us know if you need any further assistance. We’re here to help.