Add existing customer to wholesale billing

Let me help with your question about adding clients in QBOA, SSCoronado.

For now, there's no option to a Live Bookkeeping account to Wholesale Discount plan whether it's active or canceled. Other types of subscription that can't be added at the moment are:

• QuickBooks Time
• QuickBooks Online Contractor Direct Deposit
• FormFly

Here's an article about this for more details: Transfer Clients to Your Wholesale Discount Plan.

You'll want to create a new account for the client so they can be added to your Wholesale Billing. The, import the data from the old account to the new one. Check out these articles as your guide:

•  Add Clients to QuickBooks Online Accountant
• Common Questions About Importing Data to QuickBooks Online

I'd also like to add a couple more articles in case you might them in your future tasks:

• Manage Your Wholesale Discount Plan and Wholesale Discount Clients
• Upgrade or Downgrade Wholesale Discount Clients' QuickBooks Online Subscription

You can always ask follow-up questions in case you need more help with QuickBooks. We're always here to guide and assist you all the way. 

Hi , SSCoronado,

Hope you’re doing great. I wanted to see how everything is going about adding clients to wholesale billing. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!