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burkepeters
Level 1

Does changing Primary Admin remove ProAdvisor Discount?

Like the heading says, can I change the primary admin for a client account that receives my ProAdvisor discount without affecting the billing? The client would like to be the primary admin. 

 

Thanks,

2 Comments 2
JasroV
QuickBooks Team

Does changing Primary Admin remove ProAdvisor Discount?

Yes, it does, @burkepeters.

 

Transferring the primary admin to your client removes them from your ProAdvisor discount plan. They'll start paying for their subscription. The rate won't be the same since they'll be removed from your plan.

 

To change transfer the primary admin access to your client, you can follow these steps below:

 

  1. Make your client the primary admin of their company file.
  2. In your QuickBooks Online Accountant (QBOA), go to the Gear icon.
  3. Select Subscriptions and billing.
  4. Click the Your subscriptions tab.
  5. Select the client you want to remove. If the client is currently inactive, make them active first.
  6. From the Select actions drop-down, select Remove from Wholesale.

 

You can also see the Remove a client from your wholesale discount plan section in this article for the complete details: Manage your wholesale discount plan and wholesale discount clients.

 

I'm also attaching this link for future reference: Transfer clients to your wholesale discount plan. This contains information and steps on how to take over your future clients' billing who are currently paying for their subscriptions. 

 

You can always count on me if you have other questions about transferring the primary admin role to your client. I'm just a post away from you. 

Fiat Lux - ASIA
Level 15

Does changing Primary Admin remove ProAdvisor Discount?

@burkepeters 

Ask your client to open a new blank QBO account to get the discounted rate.

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

 

then utilize the trial version of the Copy feature available in a backup restore app to clone the data.

https:// rewindio.grsm.io/quickbooks

 

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