Adding a client

I'm happy to see you here in the Community, @Jonathan08.

You've got me here to provide some insights about adding clients to your own firm.

Yes, you can start your firm, so you'll be able to add and keep your current clients. When it comes to your second concern, if you're client has a QuickBooks Online plan, they can invite you as an accountant so you can work with their account.

If the client’s subscription is already receiving a wholesale billing discount from a different firm, they can still get yours once the old firm removes them. That being said, there's no need for them to cancel their subscription. Just make sure that you can complete the transfer within 60 days so they can still avail of the discount. 

For more details regarding the wholesale billing and on how it works, you may check out this link: Manage clients with wholesale and direct billing.

Lastly, to guide you in adding your clients to your account, I've got here some resources that you can visit:

• Add a new client in QuickBooks Online Accountant 
• Invite or remove an accountant

Know that my doors are always open to assist you if you have any other questions. I'll be around to help. Have a lovely day, Jonathan.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Accept as solution"

@BettyJaneB 

Thanks for your response.

Can you point in the right direction to leave the current firm I'm in and then create my own?

Also, I want this client of mine to get the discount from signing with an accountant, how do I go about getting that for them if they are an existing user.

Thank you.

Hello Jonathan!

You can sign up for a QBOA account using your existing credentials. Then, you can start adding a client to it, where you have the option to pay their subscription and apply a discount.

Speaking of discount, this only applies to clients that do not have an existing QBO subscription. In your case, your options are to be invited as a firm user in their company, and you also have an option to take over their billing, but with no discount. See Manage clients with wholesale and direct billing, and go to Take over a client's direct billing section.

Hope this clarifies everything. If you have additional questions, please let us know.

@JessT 

Thank you for your response.

So, there's no way to exit the firm I'm already in?

Also, there's no way to give this client a discount? Honestly, they are considering a move to Pro and I want to keep them in Online (mostly for it's convenience and whatnot).

Thanks for any and all help you can give.

Hi there, Jonathan08.

Since you verified that you're not the Admin from the previous firm, I suggest contacting your admin. They have access to remove you as a user so you're able to exit the firm that you already in.

Once you have already a new firm or QuickBooks account, you can enroll your clients in the wholesale discount. Please note as mentioned by my colleague above, the discount only applies to clients that do not have an existing QBO subscription.

Here's how to enroll your clients in the wholesale discount:

1. Sign in to QuickBooks Online Accountant.
2. Enter your client’s information in the Add client screen.
3. From the billing choices drop-down, select Wholesale discount (firm is billed).
4. Choose the product(s) you recommend for your client, including Payroll if needed.
5. Select which team members you want to have access to the account, then hit Save.

For additional information, you can check this article: Manage clients with wholesale and direct billing.

Please check this article to see steps on how to add a client who doesn't have or with QuickBooks Online: Add a new client in QuickBooks Online Accountant.

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

@ChristieAnn  

Thanks ChristieAnn

What happens if the client cancels their subscription, could I then add them and retrieve their information?

Forgive me for these questions, I just want to find the best solution for my client.

Thanks.

Hi there, Jonathan08.

Thank you for posting here again in QuickBooks Community and provide the additional questions to find the best solution for your client.

Once your client cancels their subscription, they can still have view-only/read-only access to their data for one year. After that, the system will permanently delete all the records. However, if they cancel during a free trial, the data is available for 90 days.

Yes, you can still add them even the client cancels their subscription or they don't have QuickBooks Online. Please note that this is only for tracking purposes. You can check this article for additional information: Add a new client in QuickBooks Online Accountant.

You can suggest your client to export their QuickBooks data before they cancel their subscription so you're able to retrieve their information. You can recommend  this article to your client to see additional details: Export Data out of QuickBooks Online.

Please refer to these articles on how to change user access and to see different user types and levels of access in QBO:

• Add, delete, or change user access.
• User types in QuickBooks Online.

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

Hey @ChristieAnn  , @JessT , @BettyJaneB 

Thank you so much for your responses and patience but allow me to present one last query for this thread (I hope it's my last haha) albeit a bold one.

My client with her existing QBO account will probably switch to QB Pro for price reasons, I'm thinking I could suggest her to cancel her subscription and then re-add her so she gets the 50% discount.

Thoughts?

I appreciate any and all feedback.

Thanks again.