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?
Hello there, @ndiffenbaugh.
I can help walk you through removing a client from your wholesale billing.
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.
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.
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.
Our company is being dissolved and I have a client with four other entities along with their own on my wholesale billing (QBO+Advance). What would be the cost for the client if I were to transfer the entities to them?
When you remove a client from wholesale billing, they get charged instead of your firm. They'll be billed with the regular monthly subscription rate.
You can visit our website to see the latest monthly subscription fees: QuickBooks Online.
Also, I've got these articles for more insights on how the wholesale billing works:
Let me know if you have other questions. I'm always here to help.
My client wants to be removed and open accounts on his own but does not want to lose the data already in there. He is expanding to three separate locations with separate tax id numbers = wants to track them separately. How do I do this?
It's my priority to help you with removing your client's account from wholesale billing and keep the data on their end.
To remove your client's from your bucket, you need to transfer the primary admin access back to your client's profile. Then, follow these steps:
After you remove the client, he has read-only access to their QuickBooks company until they update their billing info. When the client updates the billing information, he will have full access to the QBO data. If the client wants to keep an external record of the data, the client can export the reports and lists to Excel. I'm adding this link for additional resources: Export your reports to Excel from QuickBooks Online.
On the other hand, the client needs to purchase a new subscription per file to expand his accounts in a different location and tax IDs. For more tips about creating a new file and switching from one account to another, you can check out these links:
For additional references, while working with QBO, you or your clients can also open the topics from our help articles.
If you have any other follow-up questions about handling subscriptions in QuickBooks, let me know by adding a comment below. I'm always here to help. Have a good one!
Thank you for posting on this thread, jo15.
I appreciate you for performing the initial steps in trying to find the parent account. The result you shared will guide us on how to resolve your concern.
Let’s go to the Your subscriptions tab or Your account to see the parent account. I’m here to help make sure you can do this in just a few clicks.
Here’s an article that covers all details on how to add a new client to your ProAdvisor discount plan, remove one, as well as check the discount charges: Manage your ProAdvisor Preferred Pricing plan and ProAdvisor discount clients.
For additional resources, the links below provide information on how the ProAdvisor program works and steps to take over billing for your clients.
Stay in touch if you have other questions about wholesale billing or concerns about the parent account. I’m always ready to help and get this taken care of for you. Have a great rest of the day, and stay safe.