how can i merge my new client into quickbooks online accoutant?

Hi there,@abdulmanan1990.

Thank you for reaching out to us. Let me help merge the new client to your QuickBooks Online Accountant company.

You can transfer clients to your wholesale billing plan to merge them into your account.

Here's how you can do it:

1. Go to Settings ⚙.
2. Select Subscriptions and billing.
3. Select Add existing clients under the Your subscriptions tab.
4. Follow the instructions on the screen.

I'm also adding this article for more details: Transfer clients to your wholesale billing plan.

You're always welcome in the Community. Have a great day!

Dear Mich_s,

But i dont want to pay my clients subscription , he can pay his subscription by his own. Is there any other method , i think my client has added me just as a user , instead of adding me as his accountant. is that the reason i cannot add him in my client list. Or i cannot figure it out . 

he sent me request as a user of his quickbooks that i accepted and started my work straight away. But now, when i sign into my id , it gives me two options either to enter in quickbooks accountant or to enter in quickbooks company file (Clients file).

i do not know how i can add him into my clients list , in my quickbooks accountant file . i dont want to pay his subscription.

Regards

abdoul

I can help you get this sorted out, abdulmanan1990.

You can select the QuickBooks account, then check on the client list. If you're unable to see the client's company, I've got the steps if you don't see the client on your client list.

Let's see which clients are connected:

1. In QuickBooks Online Accountant, go to Settings ⚙ and then select Switch Company.
2. Select the dropdown ▼ symbol under your QuickBooks Online Accountant firm name.
3. Look for your client's company.

For additional troubleshooting steps, please check this article: Find missing client companies in QuickBooks Online Accountant.

I also got some resources that provide details on how to manage your clients in QBOA:

• Manage your wholesale billing plan and wholesale billing clients.
• Add clients to QuickBooks Online Accountant.

Get back to this thread if you need further assistance. We're here to help.