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It's great to welcome you to the Community. It's a pleasure to walk you through the steps for adding non-profit clients in QuickBooks Online (QBO).
Let's begin with manually setting up your client's QBO into a non-profit one. Here's how:
Once done, you can add your client to your wholesale discount plan. Here's how:
You may want to keep these resources for handling clients moving forward:
Visit us again if you have further questions about handling your clients in QuickBooks Online. We're always looking forward to assisting you. Keep safe!
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