Learn how to take over billing for clients who currently pay for their own QuickBooks Online subscription, or transfer existing wholesale clients from another accounting firm.
If you have clients who pay for a QuickBooks Online subscription on their own, or clients who are still on their previous accounting firm’s wholesale discount plan, you can transfer them to your wholesale discount plan. In this article we’ll show you how.
Your firm covers the costs and billing for them from now on.
Note: Payroll free trials do not apply to ProAdvisor discount units.
Note: Keep in mind if your client has QuickBooks Time Tracking attached to their QuickBooks Online subscription, you can't add them to your wholesale discount plan.