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Intuit

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.

Take over billing for a client with their own subscription

Step 1: Get invited to be your client's accountant

If you haven’t already, ask your client to invite you to become their accountant.

Step 2: 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.

If your client changes their mind and you haven't accepted the transfer, they can cancel the request:

  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. Next to your firm's name, select Cancel permission.

Step 3: Take over your client’s billing

After your client gives you permission, you can finish the transfer:

  1. In QuickBooks Online Accountant, go to Settings ⚙ and select Subscriptions and billing.
  2. Select the Your subscriptions tab.
  3. Select Add existing clients.
  4. Select the checkbox for your clients you want to add.
  5. Select Add clients.

Note: If you're unable to add the client to your subscription, try using this alternative method to move them to your wholesale discount plan.

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 Your subscriptions tab, select Add existing clients and follow the  instructions on the screen.

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

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