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The billing depends on your chosen plan, accounts_1.
I've added this link that has the lists of our billing options: Billing options.
As for adding a new customer, you can follow either of the steps:
If your client already has an existing QuickBooks account, you can follow these steps:
If they're still new to QuickBooks:
If ever your client don't use QuickBooks, here's how you can add them:
I've also added a reference for more information about managing your clients: Manage your wholesale billing plan and wholesale billing clients.
I'm just a post-away if there's anything that I can help with managing your clients. Keep safe!
You have to create a QBO Accountant account and you will have an access to offer a wholesaler rate for some of your first clients.
Hi, thank you. I already have an account but unable to add client under Clients menu.
So I was guessing, I should choose and purchase a plan first so that I can proceed further? Please correct me.
Hi there, accounts_1.
Thank you for getting back to us in the Community. Since you've already an accountant account you'll be able to add a client. Let's isolate this case by using a private browser or incognito. It could be due to the browser's full cache that causes QuickBooks to get this unusual behavior.
To start, log into your QuickBooks account using a private browser/incognito. Here's how:
If the private browsing session works, it means that you need to clear the browser's cache so the system can start fresh. You can also do this task on other supported, up-to-date browsers. Clearing the cache will refresh the system, and you'll be able to work with clean trash.
For more detailed information about connecting your clients through QuickBooks, please refer to this article: Add clients to QuickBooks Online Accountant.
Keep me posted if you have additional concerns/questions in QuickBooks. Have a great day and stay safe!
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