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Intuit

Adding or removing QBO companies from Wholesale Billing

Eligibility requirements

For a subscription to be eligible for moving into Wholesale Billing, the subscription must meet the following criteria:

Note: We recently changed the wording on the Your Account/Intuit Account page from Adding clients to Wholesale to Add existing clients. We've also changed the text,  Remove from wholesale to Transfer billing to client.

Transferring Billing to client (Cancelling a client company)

​Note: If you're transferring billing to a client, you should first ensure you've Transferred the Master Administrator role to the client.

  1. Select Settings ⚙️ then Intuit Account/Your Account.
  2. Check the clients you wish to transfer/cancel.
  3. Select Batch Actions and select Transfer Billing.
  4. Read the notification, then select Continue.

Note: The Master Administrator will be sent an email notifying them of the cancellation with steps to resubscribe.

Adding existing clients (Adding clients to your Wholesale Billing account)

  1. Select Settings ⚙️ then Intuit Account/Your Account.
  2. Select Add existing clients. 
  3. Check the clients you wish to add, then select Add Clients.
  4. Read the notification, then select Continue.

Note: The Firm Owner will receive an email notifying them of the change to their wholesale billing subscription.

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