cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Do you need any support with Making Tax Digital (MTD)? - Ask it here!
Iain14
Level 2

self employed

i need help with a Self employed account set up by mistake

 

Solved
Best answer August 18, 2021

Accepted Solutions
Ashleigh1
QuickBooks Team

self employed

Thanks for the information there Iain14. If you go to your billing section you should see the option to transfer billing to client this will cancel the account and then you can take out the simplestart account for them instead.  

View solution in original post

6 REPLIES 6
Ashleigh1
QuickBooks Team

self employed

Hello Iain14, 

 

Welcome to the Community page, 

 

What are you needing help with exactly with your self employed account?  

 

With you saying you set it up my mistake are you wanting to cancel this Self employed account? 

 

could you provide us with more information so we can help resolve your issue. Thanks 

Iain14
Level 2

self employed

Hi Ashleigh1

 

Yes i have a quickbooks wholesale account and i set up a self employed account for a potenetial new client. After a discussion with him we decided it would be better if they were on a simple start. But they can't find the email link i sent and i can't access the account even though it appears on my billing. I would like to get into the account to cancel then set upva new simple start account.

 

Ashleigh1
QuickBooks Team

self employed

Thanks for the information there Iain14. If you go to your billing section you should see the option to transfer billing to client this will cancel the account and then you can take out the simplestart account for them instead.  

Iain14
Level 2

self employed

Thank you, but will the client then be billable as they can't find the email invite which i had sent and the account will still be active? 

Ashleigh1
QuickBooks Team

self employed

Your welcome and no they wouldn't get billed. It is just they way they have worded it in Quickbooks, when you click on transfer billing to cleint it just makes the account inactive and the only way to make it active again is if the cleint was to log into that account and entered in their billing details. 

Iain14
Level 2

self employed

Great Thank you 

Need to get in touch?

Contact us