How do I upgrade my clients subscription from self employed to Simple start? He does not use the quickbooks at all it is purely for the accountant

It's good to see you here in the Community, @loricowie.

I'll help you upgrade your client's subscription from QuickBooks Self-Employed (QBSE) to QuickBooks Online (QBO) Simple Start.

QBSE and QBO are different versions of QuickBooks. You'll have to sign up for QuickBooks Online for your client and then move their QBSE data to QBO. Let me guide you how.

• Step 1: Download your QuickBooks Self-Employed data
• Step 2: Sign up for QuickBooks Online
• Step 3: Move your transactions to QuickBooks Online
• Step 4: Cancel your QuickBooks Self-Employed subscription

You can read this article for step-by-step instructions on each stage: Switch from QuickBooks Self-Employed to QuickBooks Online.

You may also want to learn more about QuickBooks Online. You can check out this article to know how to get started: Get started with QuickBooks Online.

Come back to this post if you need more help with switching subscriptions from QBSE to QBO, @loricowie. I'll be around to provide further assistance.

Thanks for reply, so can this all be done through the accountants quickbooks as it was myself (accountant) that signed him up and is paying his subscription? He has never used the software, I didn't know at the time but have since found out he is a limited company so self employed software no use as I will need to do payroll for him

Hello Loricowie, yes you can do this as the accountant for them. Just follow the steps Mark has sent and look at the links he provided as well and it has all the information there that you need. 

Ok so the problem is when I go to the business name in my client list it does not give me the option to cancel the account only to transfer the billing to client.

Hi loricowie, transferring the billing to client is the correct action to take to cancel the account - this suspends the billing and removes the client license from your wholesale billing plan (no email or notice of the billing transfer is sent to the client, this simply adds a billing option to the account if the client were to takeover this themselves). :)

Great thanks for your help so far, how do I then resubscribe to a new package then because it tells me to go to subscriptions and billing but when I click on the client the only option available is transfer billing to me - there does not seem to be an option of resubscribing to a different package