cancel
Showing results for 
Search instead for 
Did you mean: 
QuickBooksHelp
Intuit

Transfer clients to your wholesale discount plan in QuickBooks Online

Learn how to take over billing for clients who currently pay for their own QuickBooks Online subscription, or transfer existing wholesale clients from another accounting firm.

Note: ProAdvisor Preferred Pricing replaces the wholesale discount program for new subscriptions added on or after July 15, 2021.

If you have clients who pay for a QuickBooks Online subscription on their own, or clients who are still on their previous accounting firm’s wholesale discount plan, you can transfer them to your wholesale discount plan. In this article we’ll show you how.

Note: When you add a client with an existing QuickBooks Online subscription to Wholesale discount, we'll bill those clients at the standard price rate with no promotional discounts.

Your firm covers the costs and billing for them from now on. Note: Payroll free trials do not apply to wholesale discount units.

Take over billing for a client

Step 1: Get invited to be your client's accountant

If you haven’t already, ask your client to invite you to become their accountant.

Step 2: Get permission to take over billing

Your client needs to give you permission to make the transfer:

  1. Ask your client's primary admin to sign in to QuickBooks Online.
  2. Go to Settings ⚙ and select Account and settings.
  3. Select the Billing & Subscription tab.
  4. Select the Allow billing transfer to your accountant link.
  5. Select the name of the accounting firm you want to transfer billing to.
  6. Select Allow transfer.

Once your client gives you permission, you have two days to finish the transfer.

Cancel the transfer request

If your client changes their mind and you haven't accepted the transfer, they can cancel the request:

  1. Ask your client's primary admin to sign in to QuickBooks Online.
  2. Go to Settings ⚙ and select Account and settings.
  3. Select the Billing & Subscription tab.
  4. Select the Allow billing transfer to your accountant link.
  5. Next to your firm's name, select Cancel permission.

Step 3: Take over your client’s billing

After your client gives you permission, you can finish the transfer:

  1. In QuickBooks Online Accountant, go to Settings ⚙ and select Subscriptions and billing.
  2. Select the Your subscriptions tab.
  3. Select Add existing clients.
  4. Select the checkbox for your clients you want to add.
  5. Select Add clients.

If your client is currently part of another QuickBooks Online Accountant firm's wholesale discount plan, you can transfer them to yours.

Step 1: Remove the client from the other firm’s wholesale discount plan

Ask your client's previous accounting firm to remove them from their wholesale discount plan.

Tip: As long as you transfer your client within 60 days of being removed, they keep the same discounted rate.

Note: After the client has been removed from their former accountants billing, be sure to put them on your wholesale discount plan as quickly as possible to avoid any service interruptions.

Step 2: Add the client to your firm

Ask your client to invite you to become their accountant.

Step 3: Get permission to take over billing

Your client needs to give you permission to make the transfer:

  1. Ask your client's primary admin to sign in to QuickBooks Online.
  2. Go to Settings ⚙ and select Account and settings.
  3. Select the Billing & Subscription tab.
  4. Select the Allow billing transfer to your accountant link.
  5. Select the name of the accounting firm you want to transfer billing to.
  6. Select Allow transfer.

Once your client gives you permission, you have two days to finish the transfer.

Step 4: Transfer your client's subscription

  1. Go to Settings ⚙ and select Subscriptions and billing.
  2. Under the Your subscriptions tab, select Add existing clients and follow the  instructions on the screen.

It may take about a week to update the price on your billing statements. If your firm's wholesale discount pricing doesn't change, reach out to our team so we can help.

Note: If your client has the following products, active or canceled, attached to their QuickBooks Online subscription, you can't add them to your wholesale discount plan.

  • QuickBooks Time
  • QuickBooks Live Bookkeeping
  • QuickBooks Online Contractor Direct Deposit
  • FormFly

Was this helpful?

You must sign in to vote, reply, or post
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us