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Deleting Client From Wholesale Billing

I was fiduciary for my parents and managed their financial transactions as one of my wholesale clients. They are now both deceased and I want to remove them from my wholesale client list but I don't want to transfer the account to a personal account (there is no need to manage it any longer). I just want to totally delete it. How do I accomplish that?

4 Comments
QuickBooks Team

Re: Deleting Client From Wholesale Billing

Hello there, @ndiffenbaugh.

 

I can help walk you through removing a client from your wholesale billing.

 

Here’s how:

  1. Login to your QuickBooks Online for Accountant account.
  2. Go to the Gear Icon.
  3. Choose Your Account.
  4. Locate your parents’ account.
  5. From the Batch Actions drop-down list, click Cancel.
  6. Click Continue.

Once completed, the Master Administrator of your parents’ account will receive an email notification containing the cancellation details.

 

Don’t hesitate to click the Reply button if you have other questions about removing a client or company from your wholesale subscription. I’m always here to help.

Not applicable

Re: Deleting Client From Wholesale Billing

Thanks for the response. Your response made me dig a little deeper because the only batch option that I had available was to "transfer billing to client" and there was no "Cancel" option. That is why I was initially confused. But I discovered that if I do transfer the billing, it takes the account out of my list and I am no longer billed for it. Which is what I was looking for.

Thanks again for the response. The account has been removed.

Not applicable

Re: Deleting Client From Wholesale Billing

Your comment says to click on "cancel"  I do not have that choice, only upgrade or transfer billing 

to client?

QuickBooks Team

Re: Deleting Client From Wholesale Billing

Hi backmanbusinessaccounting,

 

I'd like clarify the steps shared by juVielL.

 

You'll want to choose the Transfer billing to client option to remove your client from your Wholesale Billing. I can see that she had added some articles with steps to remove a client's company. Feel free to check them out.

 

If you need anything else, feel free to post back here.

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