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Tel_sooty74
Level 1

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?

12 REPLIES 12
Tel_sooty74
Level 1

New client on QBO, transfer of subscription

... from the old Accountants QBOA account

TaliaI
QuickBooks Team

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

CVBKM
Level 1

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?

JonpriL
Moderator

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.

ShantillS
Level 1

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?

 

Anonymous
Not applicable

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. 
 

Cindy Wermers
Level 1

New client on QBO, transfer of subscription

OK, I have a similar situation.

 

I do the books for my husband's business.  I started getting new clients of my own.  But all of my QBO accountant stuff is under his company's name.   

 

I have started my own business and want to transfer my clients over to my new business name.  I understand how to switch over the master admin from my husband's business to mine.  I know how to add myself as an accountant under my new business.

 

The only issue I have is how to switch over the wholesale billing from my husband's company to mine and keep the same rates that my clients have always had.   I have some clients that have the $5/month rate, will that move over?

 

Thank you for the help.

 

Cindy

RaymondJayO
Moderator

New client on QBO, transfer of subscription

Hello there, Cindy, 

 

Yes, you can have your clients get the subscription rates same as pricing from your husband's firm. Please take note to complete the transfer process below within 60 days so they will still be eligible for the discounts. 

 

First, please have your husband remove your clients from his wholesale billing. Second, have your clients invite you as an accountant, then accept their invitations. Once done, you can add them to your QBOA account. 

 

Third, move your clients' subscriptions to your wholesale billing. It usually takes a week for the pricing to update to the same rates that your clients have always had. Let me guide you how. 

  1. Go to the Settings (Gear) icon at the upper right.
  2. Choose Your Account under Your Company
  3. Select Add existing clients, then check if your clients are eligible to add.
  4. Hit your client’s checkbox, then click Add clients. If this option is greyed out, go to their company and enter their billing info first.
  5. Click Continue to confirm. 

 

To learn more about this process, see the Transfer wholesale billing between firms section through this article: Manage Clients With Wholesale and Direct Billing

 

You can always visit this website: Wholesale Billing Resources. It contains helpful links on how to effectively manage your QBOA account and your clients. 

 

I'm just a comment away if you have other concerns. Have a great day, Cindy. 

Cindy Wermers
Level 1

New client on QBO, transfer of subscription

Thank you so much for the help with this.

 

Everything transferred over fine, except the billing part.  It went to wholesale billing, but I had my first clients with the $5/month billing rate and that didn't move over.  How do I get this fixed?

 

Cindy

JamesDuanT
Moderator

New client on QBO, transfer of subscription

Hello Cindy,

 

Existing subscriptions are not eligible for the wholesale discount. Thus, it is applicable for new QuickBooks Online subscriptions only. When you add your existing client subscriptions under your account, you are charged the then-current list price for the client's subscription. You can follow these steps to assume the billing responsibility for the connected clients:

  1. Click the Gear icon in the upper-right corner and select Subscriptions and Billing under Your Company.
  2. Under Your subscriptions, select Add existing clients.
  3. Follow the pop-up steps to finish it.

You can also use this link if you have more questions about the Wholesale Discount Program Policies.

 

Then, you can view this article to manage your clients: Manage clients with wholesale and direct billing.

 

If you need additional help with this, we'll be around to back you up.

dhborsman
Level 1

New client on QBO, transfer of subscription

This seems to contradict the earlier post that stated that one could retain wholesale pricing even when transferring from one QBOA to another.  I am in a similar situation, how can I retain wholesale pricing as a QBOA admin when taking on an account from another QBOA admin?

KlentB
QuickBooks Team

New client on QBO, transfer of subscription

I can shed a light on that, dhborsman.

 

Please know that the wholesale pricing will retain as long as you transfer your client within 60 days of being removed. If you're unable to add them to your wholesale billing plan within that date, the discounted rate won't be applied anymore. Feel free to follow these steps in adding the client to your firm:

 

  1. Have your client invite you to become their accountant.
  2. Go to the Gear icon of your QBOA account.
  3. Choose Subscriptions and billing.
  4. Under the Your subscriptions tab, select Add existing clients and then follow the on-screen instructions to complete the process.

As mentioned above, it would usually take a week to update the price on your statements. However, if your firm's wholesale billing pricing doesn't change, I recommend contacting our QBO Accountant and ProAdvisor Support Team. This way, we can pull up your account in a secure environment and adjust the rate for you. Here's how to connect with us:

 

  1. Sign in to your QuickBooks account.
  2. Go to the Help (?) icon.
  3. Click Contact Us, then enter "My wholesale billing pricing didn't change." in the description box.
  4. Select Let’s talk or Continue.
  5. Choose Start a chat/Chat with us to start a conversation.

To learn more about this topic, you can read this article: Transfer clients to your wholesale billing plan.

 

Additionally, I've added some resources that you can browse to help keep track of your clients:

 

Keep me posted if you have further questions or any billing concerns. Looking forward to helping you out again.