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billy4
Level 1

How do I remove a company from wholesale billing and NOT transfer it to client? Client does not want to use QBO.

 
1 Comment 1
FritzF
Moderator

How do I remove a company from wholesale billing and NOT transfer it to client? Client does not want to use QBO.

Welcome and thanks for joining the Community, @billy4.

 

I'm here to share some insights about removing a client's company file from your Wholesale Billing subscription.

 

Technically, when removing a client's company from your Wholesale Billing, their QuickBooks Online (QBO) subscription will return to the standard rate. Since there isn't a direct way to remove them without transferring the billing, you can inform them to cancel their account after.

 

To remove them, here's how:

 

1. Go to the Gear icon, then pick Your Account under Your Company column.
2. Locate the company you wish to remove, then select Transfer billing to client on the Actions drop-down.

 

Once done, you can provide this article to your client for the detailed steps on how to cancel their subscription: Cancel your QuickBooks Online subscription or trial.

 

For future reference, you can also check out these articles for more information:

 

 

This should answer your concern for today. Please let me know how it goes or if you have any follow-up questions. I'm always here to help you out. Wishing you all the best!

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