Help with OnBoarding New Wholesale Client
I just on-boarded 2 new Wholesale Clients. I sent them the invite, they setup their own logins and then successfully imported their Desktop data into their new QBO. However, when I log in, I can not see their Desktop Import so I can verify that it imported correctly and they can start using it. Would anyone please provide me guidance into the step that I am missing in successfully completing the setup?
One client already received a notice that they were going to be billed for their QBO even though they are under my subscription.
Thank you for your Time!
Thanks for sharing the details, @Assurance.
The possible reason you can't view your client's data is that your clients are not under your QuickBooks Online (QBO) Accountant account. Thus, one of them is being billed.
You'll want to ensure your clients are under your account. This way, you'll be able to view their imported data.
Once done, you can check these great articles that can guide you in managing your clients:
Should you have other concerns or questions, you're always welcome to post here. Take care and stay safe!
Both Clients are still Showing as Active in my Wholesale Account Listing and neither have been Billed separately.
We walked through the process of me Sending an Invite to them from my QBO Accounting Account. Then, setting up their own login and last Importing their Data from Quickbooks Online. I initially saw the successful upload of their data when I logged in through my Accountant Login. However, now I'm not seeing any of their uploaded data and they are panicking. They can see their Data from their Login, but now I can now see it from mine.
Hey there, @Assurance.
It sounds like somewhere along the way one of your clients has setup an extra account somewhere. This would explain the reason they're receiving a notification that they will be billed also and why you can't see their data from the account linked to your QBOA. I recommend reaching out to our QuickBooks Online for Accountants Support Team directly so that they can take a look at your account and see if this is the case. Getting in touch only takes a few clicks. Check it out:
Keep me updated here so that I can make sure you're issue is properly addressed. I'm determined to get you back in business as soon as possible.
My apologies. The last sentence meant to say... I can NOT see if from my Login. I have tried searching to see if it is a Security Setting on their end, but can not find any assistance from QBO on this. Any help would be appreciated.
I appreciate the Assistance Michael. Unfortunately, each time I've tried the Chat feature, it is showing as unavailable. Therefore that is why I reached out on the Community Page. I'll try again though!
I appreciate the Assistance Michael. Unfortunately, each time I've tried the Chat feature, it is showing as unavailable. Therefore that is why I reached out on the Community Page. I just tried again and it is showing the Chat Feature is Closed. I fully understand that QB is taking extra precautions with its employees, so any other assistance would be appreciated.
I also agree with Michael, but we will check this for you. However, we'll just need help from Support since they have access to billing details.
Instead of contacting them from your QBOA company, you can follow these steps:
Let me know if you need more help.