cancel
Showing results for 
Search instead for 
Did you mean: 
lorraine13
Level 1

I need to turnoff client file as it is no longer in use

 
1 Comment 1
Kristian_S
QuickBooks Team

I need to turnoff client file as it is no longer in use

Hi lorraine13,

 

Thanks for coming to us with your enquiry.

 

When you remove a customer from your plan, they'll start paying for their subscription themselves.

  1. If you haven't already, make your client the master admin of their company file.
  2. In QuickBooks Online Accountant, go to Settings ⚙ and then Subscriptions and billing.
  3. Select the Your subscriptions tab.
  4. Select the client you want to remove. Note: If the client is currently inactive, please make the active first.
  5. From the Select actions▼dropdown, select Transfer billing to client

After you remove a client, they have read-only access to their QuickBooks company until they update their billing info.

 

They can see their accounting data, but can't make any changes.

 

For more insight into how to complete this process, I suggest reading up on this article here

 

Let us know if you still need any assistance.

 

Kristian.