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