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Intuit

Upgrade a client's Wholesale Billing subscription

Learn how to upgrade a client on Wholesale Billing.

 

 

Do you need to upgrade a client's wholesale billing subscription? We show you how in the steps below.

Upgrade a Wholesale client

To upgrade a wholesale billing client follow these steps. (Before you proceed, make sure that your billing info is up to date.)

  1. Log into QuickBooks Online Accountant.
  2. Select the Gear icon, then choose Your Account.
  3. In the "Manage Wholesale Clients" section, locate the client.
  4. Select the drop-down in the "Actions" column, then choose your upgrade option.

Is your Wholesale client still Pending? You can't upgrade a pending Wholesale client. You must wait for that company to be fully moved over to your Wholesale Billing account before you can make changes to company's subscription.

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