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Wholesale billing for Upgrade from Essentials to Plus

I have a potential new client who is using QBO Essentials.  I would like him to upgrade to QBO Plus so we can do budgeting within QBO.  If I move him to direct billing under my subscription, will he be eligible for any wholesale discount if we upgrade to Plus or will he still have to pay full retail price for Plus?

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Content Leader

Wholesale billing for Upgrade from Essentials to Plus

Hi there, KACCPA.


Thanks for reaching out here in the Community. I'd like to provide some info regarding your question about wholesale billing and discounts.


According to the Wholesale Discount Program policy, while you can assume billing responsibility for an existing direct-billed client at a later date, after November 1, 2018, you can't apply the wholesale discount price for the client. Your client's subscription will continue to be billed at the list price even if you take billing responsibility for it.


I recommend checking out the following link for more info on the discount policy.


I'm only a comment or post away if you have any other questions.

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