cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about connecting your bank and credit cards in QuickBooks Online
cathc
Level 1

HOW DO I CREATE A QBO SUBSCRIPTION FOR AN EXISTING CLIENT I CANNOT SEE THE ADD BILLING OPTIONS THAT APPEAR IN THE VIDEOS I AM IN THE UK

 
1 REPLY 1
JeraldR
QuickBooks Team

HOW DO I CREATE A QBO SUBSCRIPTION FOR AN EXISTING CLIENT I CANNOT SEE THE ADD BILLING OPTIONS THAT APPEAR IN THE VIDEOS I AM IN THE UK

Hi, @cathc. I wanna know what QuickBooks subscription you are currently using? Are you using the QuickBooks Online Accountant?
 

If you're using QuickBooks Online, there is no option to add a subscription to your client. However, if you're using QuickBooks Online Accountant, you can add clients who already have QuickBooks.
 

If your client already has QuickBooks Online, ask them to invite you to become their accountant. Here's how:
 

  1. Ask your client to send the invite to the email address you use for your QuickBooks Online Accountant firm.
  2. Open the Invite email and select the Accept Invitation link.
  3. Sign in with your user ID and password.
  4. If you have multiple QuickBooks Online Accounting firms, choose the one you want to connect your client to.
     

When you accept the invite, QuickBooks connects its accounts to your firm and adds them to your client list.
 

If the client is brand new to QuickBooks, you can add clients to your wholesale discount plan or add clients who want to pay for their own QuickBooks subscription. Here's how:

 

To add clients to your whole discount plan:

 

  1. Open QuickBooks Online Accountant and go to Clients from the left menu.
  2. Click Add client.
  3. Enter client information (Business name, Email, Mobile, Classification).
  4. In the Product subscription, choose Yes, add a subscription.
  5. Select Wholesale discount (we bill your firm) to add the client to your firm's plan and click Next.
  6. Select a QuickBooks Online plan, review pricing, adjust if needed, and proceed.
  7. Optionally, add a Payroll product for the client, then Next.
  8. Review the order and click Place Order to finish.

 

If you have any clients without a subscription plan and you want to subscribe to QuickBooks for them by selecting a wholesale discount plan that best fits their needs:

 

  1. Go to Clients.
  2. Select Edit client for the client for whom you want to add a subscription plan.
  3. In the Product subscription section, select Yes, add a subscription and Wholesale discount (we bill your firm).
  4. Select Next and follow the next steps to place your order.

 

To add clients who want to pay for their own QuickBooks subscription, you can refer to this article for more guided steps: Add clients to QuickBooks Online Accountant.

 

If you have any other questions or concerns about QuickBooks, let us know in the comments below. We're looking forward to your reply. 

Need to get in touch?

Contact us