The Change Plan window will appear with your available tier options.
Please be aware that all features specific to your current tier will need to be disabled before continuing. This includes Recurring Transactions, Number of Users, Inventory, and Third PartyApps. For help disabling these features, see the downgrading article linked below.
Once you've disabled these features, follow the steps again to finalize the ChangePlan process.
Verify the new billing information and select Confirm.
Our awesome guide on downgrading a subscription can provide additional assistance if needed. Once the client is on the desired subscription level, just a few additional steps are needed to change them to wholesale. Use the instructions below to get started:
From your QuickBooks Online Accounting Firm, click the Gear icon (⚙) > Your Account.
Select Move clients to wholesale near the bottom of the page.
Check off each client you'd like to include. Click Next > Move Client(s).
These steps are also available from the article linked in Step 1 above. Using the resources I've included, you'll have that client's subscription level changed and discounted in no time. Please know you can always come to the Community for all of your QuickBooks needs. Thanks for reaching out, wishing you and your business continued success in all that you do.