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Transfer clients to your wholesale discount plan

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.

Here's how client's can put you on wholesale discount:

  1. Make sure you have added your Accountant user, then go to Settings ⚙ and select Account and settings.
  2. Select the Billing & Subscription tab.
  3. Select the blue Allow billing transfer to your accountant? link.

Once this is done, you need to advise your accountant that they have a 48 hour window to put you on wholesale before the permission expires.

Once your client has provided you with permission to add them to your wholesale billing plan, follow these steps to transfer their existing QuickBooks Online subscription to your billing plan.

  1. Go to Settings ⚙ and select Subscriptions and billing.
  2. Under the Client-billed subscriptions tab, find the client you want to add and follow the instructions on the screen.

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.

Tip: As long as you transfer your client within 60 days of being removed, they keep the same discounted rate.

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:

  1. Ask your client's primary admin to sign in to QuickBooks Online.
  2. Go to Settings ⚙ and select Account and settings.
  3. Select the Billing & Subscription tab.
  4. Select the Allow billing transfer to your accountant link.
  5. Select the name of the accounting firm you want to transfer billing to.
  6. Select Allow transfer.

Once your client gives you permission, you have two days to finish the transfer.

Step 4: Transfer your client's subscription

  1. Go to Settings ⚙ and select Subscriptions and billing.
  2. Under the Client-billed subscriptions tab, find the client you want to add and follow the  instructions on the screen.

It may take about a week to update the price on your billing statements. If your firm's wholesale discount pricing doesn't change, reach out to our team so we can help.

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.

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