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Anonymous
Not applicable

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

 
6 Comments 6
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.

jblai011
Level 2

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

Hi,

 

I added the billing information for my firm under "billing details" and the "transfer billing to me" is still greyed out... how do I transfer the client billing to me? thanks!

Adrian_A
Moderator

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

Hello there, jblai011.

 

I'm here to ensure you can transfer your client's billing. 

 

Let's ask the primary admin of your client's company to permit you. Here's how:

 

  1. Ask your client's primary admin to sign in to QuickBooks Online.
  2. From the Gear icon, select Account and settings.
  3. Go to the Billing & subscription tab.
  4. Select the Allow billing transfer to your accountant link.

 

Once your client permits you, you have two days to finish the transfer.

 

You might want to read these articles in case you need details when transferring your client to a new accountant: 

 

 

If you have any other questions, don't hesitate to post again. Have a good one!

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