If your client is currently part of another QuickBooks Online Accountant firm's wholesale discount plan, you can transfer them to yours.
Step 1: Remove the client from the other firm’s wholesale discount plan
Ask your client's previous accounting firm to remove them from their wholesale discount plan.
Note: After the client has been removed from their former accountants billing, be sure to put them on your wholesale discount plan as quickly as possible to avoid any service interruptions.
Step 2: Add the client to your firm
Ask your client to invite you to become their accountant.
Step 3: Get permission to take over billing
Your client needs to give you permission to make the transfer:
- Ask your client's primary admin to sign in to QuickBooks Online.
- Go to Settings ⚙ and select Account and settings.
- Select the Billing & Subscription tab.
- Select the Allow billing transfer to your accountant link.
- Select the name of the accounting firm you want to transfer billing to.
- Select Allow transfer.
Once your client gives you permission, you have two days to finish the transfer.
Step 4: Transfer your client's subscription
- Go to Settings ⚙ and select Subscriptions and billing.
- Select the Client-billed subscriptions tab.
- In the Active clients tab, find the client you want to add.
- Select Transfer billing to me in the Actions column.
- Review your billing info and select Transfer billing to me.
It may take about a week to update the price on your statements. If your firm's wholesale discount pricing doesn't change, reach out to our support team so we can help.