I have an ex customer that I set up a subscription to do his accounts. He has now left my business and I want to stop his subscription and he does not require it. How do I cancel his subscription?
Hello there, RichardEmm.
I can see that losing a client can be a difficult experience, especially when you have built a long-lasting relationship with them. Allow me to provide you with some information regarding the cancellation process for their account.
We're unable to directly cancel your client's subscription from your QuickBooks Online Accountant (QBOA) list. The cancellation process varies depending on their onboarding method. If you wish to exclude them from your wholesale discount plan, you have the option to remove them, deactivate their account, or even permanently delete them.
To remove the subscription:
After completing these steps, your client's QuickBooks Online (QBO) company is placed on a read-only version. If they still need to make any entries, they would need to enter their billing information.
In case your client is not included of the wholesale discount plan, inactivate or delete them immediately. Here's how
I have an article that provides a comprehensive guide on adding new clients, removing existing ones, and checking the discount charges: Manage your ProAdvisor Preferred Pricing plan and ProAdvisor discount clients.
Here are some additional resources that you may find helpful. The following links provide detailed information on the ProAdvisor program and guide you through the process of taking over billing for your clients:
If you have more questions about managing other clients or canceling their subscriptions, let me know and I'll share some more information. Have a great weekend ahead, RichardEmm.
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