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Rudolf
Level 1

Add existing client

I am trying to add a client to my whole sale discount subscription. I put my card in and I don’t get a whole sale option on “your subscriptions” page?

1 REPLY 1
FritzF
Moderator

Add existing client

Thanks for reaching out to the Community, @Rudolf.

 

To start off, make sure that they are already added or set up as clients in your QuickBooks Online Accountant (QBOA). Here's how:

 

1. Go to Clients menu at the left under Your Practice.

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2. Click Add client and pick whether the client is a Business or Individual.
3. Enter the necessary information, then under QuickBooks subscription, select whether you or the client will pay for the subscription.
4. Choose Compare, then pick a product.
5. An email will be sent to your client so they can set up a user account.
6. Hit Save.

 

Once done, here's how to add them to your Wholesale Billing account:

 

1. Go to the Gear icon at the upper right, then pick Your Account under Your Company column.

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2. Click Add existing clients, then check the boxes for the clients to add.
3. Select Add clients.
4. Read the notification, and Continue.

 

For additional information, check out this article: Add or remove clients from Wholesale Billing.

 

That should do it. Please let me know how it goes or if you need anything else. I'll be here to help. Have a great rest of the week.

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