cancel
Showing results for 
Search instead for 
Did you mean: 
QuickBooksHelp
Intuit

Transfer clients to your wholesale discount plan

Learn how to take over billing for clients who currently pay for their own QuickBooks Online subscription, or transfer existing wholesale clients from another accounting firm.

If you have clients who pay for a QuickBooks Online subscription on their own, or clients who are still on their previous accounting firm’s wholesale discount plan, you can transfer them to your wholesale discount plan. In this article we’ll show you how.

Take over billing for a client with their own subscription

Here’s how to transfer an existing client’s QuickBooks Online subscription to your billing plan.

  1. Go to Settings ⚙ and select Subscriptions and billing.
  2. Under the Your subscriptions tab, select Add existing clients and follow the instructions on the screen.

If your client is currently part of another QuickBooks Online Accountant firm's wholesale discount plan, you can transfer them to yours.

Step 1: Remove the client from the other firm’s wholesale discount plan

Ask your client's previous accounting firm to remove them from their wholesale discount plan.

Tip: As long as you transfer your client within 60 days of being removed, they keep the same discounted rate.

Step 2: Add the client to your firm

Ask your client to invite you to become their accountant.

Step 3: Transfer your client's subscription

  1. Go to Settings ⚙ and select Subscriptions and billing.
  2. Under the Your subscriptions tab, select Add existing clients and follow the  instructions on the screen.

It may take about a week to update the price on your statements. If your firm's wholesale discount pricing doesn't change, reach out to our team so we can help.

Was this helpful?

You must sign in to vote, reply, or post