Hello there, @allisonstitcher.
Thank you for reaching out to us. Let me help merge the new client to your QuickBooks Online company.
You can transfer clients to your wholesale billing plan to merge them into your account.
Here's how you can do it:
- Go to Settings ⚙.
- Select Subscriptions and billing.
- Select Add existing clients under the Your subscriptions tab.
- 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!
