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DataNavigator
Level 2

Adding a client to existing placeholder licence

Hi

 

Apologies if this has already been asked.  I have just taken on a QBO Essentials client who is currently directly billed but wants to swap to wholesale billing.  I have already purchased a number of placeholder ("10 for 10") licences and wondered if it was possible to add the existing client to one of these?

 

I don't really want to set up another licence when I have 10 already sitting there waiting to be used!

 

If anyone out there can help me I would greatly appreciate it :-)

 

Thanks

 

 

 

Solved
Best answer March 28, 2020

Accepted Solutions
JenoP
QuickBooks Team

Adding a client to existing placeholder licence

The option is only available for new clients or QBO subscriptions, DataNavigator.

 

Although, you can cancel the client's existing Essentials subscription and create another one using your QBOA credentials. 

 

Once added under your license, you can import some of the data from the old account to the new one. Just follow the steps in this article on how to import data files to a different QBO account:

 

Please add a reply below in case you have a follow-up question. We'll revisit this thread from time to time to help you again. 

View solution in original post

2 REPLIES 2
JenoP
QuickBooks Team

Adding a client to existing placeholder licence

The option is only available for new clients or QBO subscriptions, DataNavigator.

 

Although, you can cancel the client's existing Essentials subscription and create another one using your QBOA credentials. 

 

Once added under your license, you can import some of the data from the old account to the new one. Just follow the steps in this article on how to import data files to a different QBO account:

 

Please add a reply below in case you have a follow-up question. We'll revisit this thread from time to time to help you again. 

View solution in original post

DataNavigator
Level 2

Adding a client to existing placeholder licence

Hi JenoP

 

Thank you for your help, I will try that.  I can also export/import the customer/supplier lists, so should have everything covered.

 

Thanks again!

 

 

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