Find out what’s included in your wholesale invoice.
In Quickbooks Online Accountant, you can now easily identify which clients were charged and their amount.
Each invoice may include:
- Monthly charges for subscriptions that are active in your account, if applicable.
- Prorated charges on clients added mid-billing period. When you added a client file to your wholesale account mid-billing period, you will be charged the prorated amount for the partial period on the next billing date of the month (BDOM) with next month's charge.
For example: Your bill date is February 1 and you added a client to your wholesale account on January 15. Your charge is for the usage from January 16 to January 31 and February.
- Prorated credits and charges for any clients who upgraded during the billing period. There will be a prorated credit for the unused part of the previous subscription and a prorated charge for the new subscription.
- Prorated credits for any clients who migrates out from your wholesale account during the billing period. There will be a prorated credit for the unused part of the current billing period.
If your monthly activity results in a credit, you’ll get a credit note.