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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:
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.
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?
Was the preexixting QBO user a wholesale user with another accountant?
No, they were not.