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