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Intuit
3 helpful votes

View your Wholesale Billing client info

Learn how to check a Wholesale Billing client’s account info in QuickBooks Online Accountant.

If you manage multiple clients, it’s important to know their account status and info. We’ll show how you can check them.

Want to add Wholesale Billing clients?

  1. Select Settings ⚙.
  2. Select Subscriptions and billing.
  3. Select Add existing clients under Your subscriptions.

View your Wholesale Billing client info

  1. Go to Settings ⚙.
  2. Under Your Company, select Subscriptions and Billing.

Your subscriptions

In this tab, you can see all of your Wholesale Billing clients’ info such as their company name and ID, type of subscription, and status. This is also where you can modify their subscription or billing info.

Want to add or remove columns?

  1. Select Settings ⚙.
  2. Select Subscriptions and Billing.
  3. Select the Your subscriptions tab.
  4. Add existing clients, then select the columns you want to see.

Billing details

In this tab, you see your QuickBooks and Payroll billing details such as the total subscription price, next billing date, payment method, number of subscriptions, and account status. It also shows your billing history.

Note: To export your bill as a PDF or CSV file, select the ▼ dropdown menu from the Action column.

Personal profile

In this tab, you can change your sign-in credentials, personal info, and app authorization.

  1. Select Settings ⚙.
  2. Select Intuit Account or Your Account.
  3. Select Edit under the Personal Info section.
  4. Make changes, then select Save.

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