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Angie3124
Level 2

Adding a new client to an existing placeholder account

I need the steps or instructions for adding a new client to one of my existing placeholder accounts.  I purchased 5 licenses for $25 during a promotion and now I want to use one of those licenses for a new client but I do not know how to link it to the new client.  I tried QBO Chat and they were no help.  

2 Comments 2
CharleneMaeF
QuickBooks Team

Adding a new client to an existing placeholder account

It's nice to have you here, Angie3124. 

 

The QuickBooks Online (QBO) Wholesale Bundle offer is limited to one bundle of five QBO Plus subscriptions per accounting firm. This can't be combined with any other QBO offer.  

 

I'd suggest contacting our QuickBooks Support Team to verify if you're able to add your client. Here's how:

 

  1. Click the Help (?) icon at the top.
  2. On the Assistant tab, click Talk to a human.
  3. Enter your issue or question on the Type something field, then click the send icon.
  4. Choose I still need a human.
  5. Select Get help from a human.
  6. You can either select the Chat with us or Have us call you option.

 

For more details about the latest pricing, please check out this article:  ProAdvisor Discounts.

 

Additionally, I've added these articles to learn ways on how to add your clients:

 

Please get back on this thread if you'll need help managing your account. I'm always here to help you.

namtrag
Level 2

Adding a new client to an existing placeholder account

She basically said chat was of no help and your answer was for her to get on the chat again.  Wow

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