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Anonymous
Not applicable

Why preexixting QBO users can't be transfer to wholesale when they become our clients?

 
4 Comments 4
Anonymous
Not applicable

Why preexixting QBO users can't be transfer to wholesale when they become our clients?

Hi, ZP Tax.


You can transfer a client with existing QBO account to wholesale billing as long as they meet the requirements.  Here’s how to add a client:

 

  1. Click the Gear icon at the top and select Your Account under Your Company.
  2. Select Move clients to wholesale. Please note that this option is grayed out if you haven’t entered the billing information yet.
  3. Put a check mark on the client you want to move then click Next.
  4. Select Move Clients.

Please check this article for additional information about the process and the criteria to follow before moving a client: Add or remove QBO and QBSE companies from wholesale billing.


Stay in touch with me if there's anything else you need.

 

flourishfinancial
Level 1

Why preexixting QBO users can't be transfer to wholesale when they become our clients?

Hi MikiD!

I am also trying to transfer an Online client to my account as a new client. I do not see the option to "Move Clients to Wholesale" option.  I added and paid for this client today.  Is this why?

Malcolm Ziman
Level 10

Why preexixting QBO users can't be transfer to wholesale when they become our clients?

Was the preexixting QBO user a wholesale user with another accountant?

flourishfinancial
Level 1

Why preexixting QBO users can't be transfer to wholesale when they become our clients?

No, they were not.

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