Do I need to upgrade my QBO Accountant account or purchase a separate subscription to send invoices to clients from QBO?

You don't need to upgrade your accountant account or subscribe to a separate QuickBooks plan to send an invoice to your client, Michelle.

If what you mean is sending invoices to your client's customer on their behalf, you'll have to access their QBO company to do this:

1. Open your QBO Accountant account.
2. Click the Go To QuickBooks option.
   
3. Select your client's company from the list.
4. Generate and send the invoice.

However, if you're trying to send an invoice to bill your customer for their subscription, did you encounter an error message while performing this action? Any further details or a screenshot about this could help us provide a precise resolution.
 

In the meantime, you can log in to your QBO accountant account using a private browser to narrow down the situation. It provides a secure browsing experience that restricts unnecessary interruptions when using QuickBooks.

Refer to these keyboard shortcut keys to proceed:

• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + N
• Google Chrome: Ctrl + Shift + N
• Safari: Command + Shift + N

Once you can send the invoice seamlessly using the incognito session, revert to your standard browser and clear its cache and cookies. Doing so removes outdated data utilities that impact the platform's functionality. You can also utilize another supported browser if you encounter the same result.

I'm also attaching this resource so you can gather more insights about the ProAdvisor wholesale billing: Manage your ProAdvisor Preferred Pricing plan and ProAdvisor discount clients.

Please click the Reply button so you can add more information about your concern. Once we receive your response, we'll be sure to get back to assist you.