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Kris423
Level 1

Can someone help me remove the books of a client? He breached our contract and is refusing to pay me. I thought I canceled it, but they offered him to resubscribe. Help!

I had it under my QBO accountant but switched billing and then he breached so I clised the client but the books are still there? I put it back on my plan and want to completely delete everything. He won’t pay me so his new accountant can start over
1 Comment 1
GebelAlainaM
QuickBooks Team

Can someone help me remove the books of a client? He breached our contract and is refusing to pay me. I thought I canceled it, but they offered him to resubscribe. Help!

I can help you remover the books of your client, @Kris423. You can permanently delete your client or remove a client from your ProAdvisor discount plan. I'll discuss the details below.

If you're the primary admin for your QuickBooks Online Accountant firm, you can permanently delete the client. That way, you lose all access to their company and any work in features like Prep for taxes.


Here's how:

 

  1. If you're currently the primary admin for your client's company, make sure your customer assigns a new primary admin.
  2. If the client is part of your ProAdvisor discount plan, remove them from it. Your client gets full access to their accounts after they update their billing info.
  3. Sign in to QuickBooks Online Accountant as an admin.
  4. Select Clients.
  5. Find the client you want to delete and select their name.
  6. From the Edit client dropdown, select Delete permanently.
  7. Click Yes to confirm.
     

You can check out these articles for more details in deleting clients permanently and removing client from your ProAdvisor discount plan:
 

Additionally, I've added this article in case you want to utilize the split billing feature in QuickBooks to give you the flexibility to control over your clients billing options: Using split billing to manage client subscriptions in QuickBooks Online Accountant.

Feel free to reply in this thread if you have clarification about managing your clients in QuickBooks. I'm always here to help you.

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