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New client on QBO, transfer of subscription

Hi, we have taken on a client who uses QBO, we have a QBOA account but no clients currently, how do we get the subscription transferred to us?

6 REPLIES 6
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Re: New client on QBO, transfer of subscription

... from the old Accountants QBOA account

QuickBooks Team

Re: New client on QBO, transfer of subscription

Hello Tel_sooty74,

 

The clients will need to speak to their old accountants to get them removed from Wholesale Billing and get them to transfer Master Admin rights over to the client.

 

Once they have done this, you will need to get them to add you as an accountant. You will then be able to select 'add existing clients' under the cog wheel and 'Your Account'. Once there, you can go to 'Your subscriptions' and you will be given the option to add existing clients to your billing, where you can tick the client.

 

Thanks,

 

Talia

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Re: New client on QBO, transfer of subscription

I have a similar situation - taking over a client who is on their accountant's QBO subscription. Thank you for the explanation. After transferring Master Admin, can I then add them as a wholesale subscription? Can the accountant's office transfer Master Admin to me instead of the client and then do wholesale billing for them?

QuickBooks Team

Re: New client on QBO, transfer of subscription

Thank you for joining into this thread, @CVBKM!

 

You can let your client's accountant invite you as their new Master Admin and transfer their billing from there. I'm here to help you accomplish this.

 

To start with, you can share your email address to your client's accountant so that he/she can invite you as their new Master Admin user.

 

Thus said, you can share this article with your client's accountant so he/she will be guided on how to do the task: Change your QuickBooks Online Master Admin User.

 

Once you've been invited, you'll have to accept the user's invitation so that you can access your client's account.

 

From there, you can invite yourself as the new accountant of your client's account by following the steps below:

  1. Go to the Gear icon.
  2. Under Your Company, select Manage Users.
  3. Select Accounting Firms.
  4. Hit Invite.
  5. Enter your full name and your email address.
  6. Click Save.

After that, you can now accept the accountant invitation so that your client's billing will be transferred to you. Also, you can now access their account as the new accountant.

 

In addition, here's an article you can read to learn more about how you can invite an accountant: Invite or Remove an Accountant.

 

Please know that after following all the steps above, you'll have to remove your Master Admin access so won't encounter any errors in the future when accessing your client's account.

 

Lastly, you can always visit our Help Articles page for QuickBooks Online Accountant if you need some tips and related articles for future use.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

Not applicable

Re: New client on QBO, transfer of subscription

I am trying to add an exisiting client to my subscription and they are visible on my list but when selected it gives me the "Here's what to expect" window. After clicking continue, it gives an error "Something's not quite right: An unexpected error occurred. Please try after some time". That's been the same error given every day for a week. Any suggestions?

 

QuickBooks Team

Re: New client on QBO, transfer of subscription

Let’s check first if this has something to do with the browser, ShantillS. 


Try doing the procedure again on a private window. If it works fine, go back to your default browser and clear the temporary files stored on it. Using a different browser would also be fine. 


These files can triggered performance issues in QuickBooks when overloaded. However, if the same issue continues, I’d recommend reporting this issue to our phone support team. They’ll be able to launch an investigation and figure out the real caused of this issue. 


Here’s how to reach them:

  1. Click Help at the top. 
  2. Select Contact us. 
  3. Type in your concern about the wholesale billing. 
  4. Click Let’s talk. 
  5. Select Get a callback. 

Please consider posting here again if you need anything else.