Thank you for joining the Community. I'd be happy to help share some information about billing inactive clients in QuickBooks Online Accountant.
When inactivating the clients, it only deletes their companies from your client list, and their data remains. However, you'll still be charged for their QuickBooks Online accounts.
If you no longer wish to be billed for your clients' company, you need to remove them from your Wholesale Billing subscription. Before doing so, please make sure to transfer the Master Administrator role to the clients. So that they have the current Master Administrator's access to make changes to their accounts.
After that, you can go ahead and remove them from your subscription.
Once the company has been removed, you will no longer be charged. After that, your client will be responsible for their own subscription.
The following article contains additional information about this: Add or remove clients from your wholesale billing account.
If you need to reach out for more help, our Community Care team will be able to help you get to a resolution quickly.
These resources should help to get you back on track. If you've got other questions in mind about the charges for inactive clients, feel free to leave a reply below. I'll be glad to assist you.
Hey there, BRS Sandie.
Thanks for joining the thread. I can help with removing clients from your Wholesale Billing.
If you received a promotional bundle for client accounts from our sales team, the process for removing those accounts are the same as removing active clients. Below is the process of doing so:
1. Click the Gear icon.
2. Under Your Company, select Your Account.
3. Under the Wholesale Clients section, locate the account you'd like to remove.
4. Next to the client, click the drop-down box, then choose Remove from Wholesale.
For detailed steps on managing your Wholesale accounts, check out this article.
Let me know if you have any further questions. Have a wonderful day!
Thank you for posting in this thread, ladyah.
I'm here to share some information about managing clients in QuickBooks Online Accountant.
No, your client won't receive any notifications when you make them inactive. Also, once you make them inactive will no longer appear on your list of clients, but QuickBooks holds onto all their data.
To make a client inactive:
If you'd like to make a client active again, here's what you need to do:
I'm adding this article to learn more about managing clients in QuickBooks Online Accountant.
Get back to me if you have other follow-up questions about clients. I'll be here to help. Have a nice day!
I have a client who sold their business on 12/31/21. I kept QBO open so that I could provide his CPA with information for Tax prep. But I have not inputted any transactions since 1/1/22. The CPA said to check back in September 2022 if there is anything that comes up. I don't want to pay for the subscription anymore and I can't transfer it to the client. Can I download everything in QuickBooks Desktop for "Just in case" purposes?
Hello there, @MDreher.
I know it's vital to save information for tax purposes. I'll guide you on how to download everything in QuickBooks Desktop (QBDT) and cancel your QuickBooks Online (QBO) account. This way, you won't be paying for the subscription anymore. Know that there are limitations when you convert your file. That includes the audit log, estimates, and recurring transactions.
Here's how to transfer your data:
After that, you can run the migration tool. Proceed to Step 4 in this article: Export and convert your QBO data to QBDT.
Once done, I recommend running the Profit and Loss and Balance Sheet reports to ensure that you transferred your data correctly. To verify your reports in both products, filter the date period to All Dates and the accounting method to Accrual. You may also export your information to Excel. This allows you to save, print, and transfer your data digitally if needed.
Lastly, follow these instructions below to cancel your QBO account:
You can also pick up where you left off if you decide to come back. To re-subscribe, feel free to check out this article: How to reactivate QuickBooks Online.
Stay in touch with us if you have any other questions or concerns. The Community is just a post away.