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Level 1

How to change my quickbooks advisor? I have with her a quickbooks plan.

I like to take over the payments.
Solved
Best answer January 14, 2020

Best Answers
QuickBooks Team

How to change my quickbooks advisor? I have with her a quickbooks plan.

Hello, @keule352000.

 

Your accountant or the master administrator from the wholesale billing must transfer the master administrator role to yourself so the billing will be removed from your QuickBooks Advisor.

 

Then, have him remove your account from the wholesale billing:

 

  1. Login to QuickBooks Online for Accountant account.
  2. Go to the Gear icon.
  3. Choose Your Account or Intuit Account.
  4. Check the clients you wish to transfer/cancel.
  5. Select Batch Actions and select Transfer Billing.
  6. Read the notification, then select Continue.

Once completed, the master administrator will receive an email notification containing the cancellation details.

 

For additional reference, you can check out this article: Adding or removing QBO companies from Wholesale Billing.

 

Let me know if you have any other clarifications. I'm a post away to help. Have a good day!

View solution in original post

1 Comment
QuickBooks Team

How to change my quickbooks advisor? I have with her a quickbooks plan.

Hello, @keule352000.

 

Your accountant or the master administrator from the wholesale billing must transfer the master administrator role to yourself so the billing will be removed from your QuickBooks Advisor.

 

Then, have him remove your account from the wholesale billing:

 

  1. Login to QuickBooks Online for Accountant account.
  2. Go to the Gear icon.
  3. Choose Your Account or Intuit Account.
  4. Check the clients you wish to transfer/cancel.
  5. Select Batch Actions and select Transfer Billing.
  6. Read the notification, then select Continue.

Once completed, the master administrator will receive an email notification containing the cancellation details.

 

For additional reference, you can check out this article: Adding or removing QBO companies from Wholesale Billing.

 

Let me know if you have any other clarifications. I'm a post away to help. Have a good day!

View solution in original post