Client that wants to move to my wholesale Account?

TheEquityLab · ‎February 28, 2019

HI

Hoping someone can help and explain.

I have a client that is currently subscribed to QB Online - has been using the service for over a year now. I have just opened my own QB Accountant and she would like to be billed through my Wholesale Account.

She is currently paying directly to QB - can i move her without closing her Account? and how do i go about this so that she is not paying twice

Many thanks in advance

TaliaI · ‎February 28, 2019

Hello TheEquityLab,

Welcome to the Community - thank you for your question!

You will first need to have access to the client's account. They will need to send an invite from their side through the My Accountant tab. Once you have accepted the invite, you will be able to follow the below instructions:

Select the Gear icon on the Toolbar.
Under Your Company, select Your Account.
From Your Accountant page, select Move clients to wholesale. (If you have not entered billing information yet, this button will be greyed out.)
On the Move clients to wholesale billing screen, place a check-mark (✔) next to each client you wish to move.
Select Next.
Review to ensure selected clients are correct, then select Move Clients.
You will see a screen that lists all clients who were correctly migrated and any clients whose migration failed

Please let us know if you have any further questions.

Thanks,

Talia

View solution in original post

TaliaI · ‎February 28, 2019

Hello TheEquityLab,

Welcome to the Community - thank you for your question!

You will first need to have access to the client's account. They will need to send an invite from their side through the My Accountant tab. Once you have accepted the invite, you will be able to follow the below instructions:

Select the Gear icon on the Toolbar.
Under Your Company, select Your Account.
From Your Accountant page, select Move clients to wholesale. (If you have not entered billing information yet, this button will be greyed out.)
On the Move clients to wholesale billing screen, place a check-mark (✔) next to each client you wish to move.
Select Next.
Review to ensure selected clients are correct, then select Move Clients.
You will see a screen that lists all clients who were correctly migrated and any clients whose migration failed

Please let us know if you have any further questions.

Thanks,

Talia

TheEquityLab · ‎February 28, 2019

thank you for replying so quickly.

By doing these steps - will that then cancel the automatic subscription payment that goes directly to QB?

thanks

TaliaI · ‎February 28, 2019

Hello,

Yes, it will cancel the automatic subscription!

Thank you,

Talia

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Client that wants to move to my wholesale Account?