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Ana Rosique
Level 2

Allow billing transfer to your accountant link.

I am trying to take over the billing for a client- according to the instructions, I have to find the link "Allow billing transfer to your accountant link" under billing and subscription. I am logged in as a Master Admin and can not find the link anywhere. How do you get this done?

13 Comments
ReymondO
QuickBooks Team

Allow billing transfer to your accountant link.

Let me help you transfer your client's billing to your account, @Ana Rosique.

 

All you have to is to follow these steps:

 

  1. Click the Gear icon and select Account and settings.
  2. Go to the Billing & Subscription tab and select the Allow billing transfer to your accountant link.
  3. Select the name of the accounting firm you want to transfer billing to.
  4. Once done, click Allow transfer.transfer.PNG

 

Once your client gives you permission, you have two days to finish the transfer. Here's how: 

 

  1. In QuickBooks Online Accountant, go to Settings and select Subscriptions and billing.
  2. In the Your subscriptions tab, click Add existing clients.
  3. Select the checkbox for your clients you want to add and select Add clients.

 

If you're unable to see the "Allow billing transfer to your accountant" link in the Billing & Subscription tab, it's could be that there's an issue with your browser. 

 

You can fix this by accessing your account in a private window. Simply press the following keyboard shortcut keys:

 

  • Press Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox).
  • Control + Option + P (Safari).

 

If you're able to the link now, go back to your regular browser and clear its cache or use other supported browsers instead. It could be that there's an issue with QuickBooks and the browser that you're using. 

 

In addition, you can discuss to your clients how wholesale billing works in QuickBooks: Everything you need to know about wholesale billing.

 

I'm always here to help if you have any other concerns or questions. Just tag my name in the comment section and I'll get back to you as soon as I can. Stay safe. 

Ana Rosique
Level 2

Allow billing transfer to your accountant link.

@ReymondO - I do not see the link at all- not incognito, not in edge, not Chrome, not Safari... I have cleared my cookies, I have cleared my cache- I do not see the link anywhere. Can you do a screenshot and show where it would be located, perhaps I am looking at the wrong thing?

Jen_D
Moderator

Allow billing transfer to your accountant link.

Thanks for giving us an update about the problem, @Ana Rosique,

 

I can get you to the right department who can help you transfer the accountant billing under your name.

 

We currently have an ongoing issue with the "Allow billing transfer to your Accountant" link not visible on Billing and Subscription page. Our engineers are aware of this and are working on a fix to enable users to transfer their billing simultaneously.

 

To be added to the list of affected users and receive live updates of the issue, I recommend contacting our Support Team. In the meantime, our agents can help you transfer the billing under your credentials.

 

Please note that our Support Team are available from 6:00 AM until 6:00 PM on weekdays, and 6:00 AM til 3:00 PM on Saturday.

 

You can also request a callback, so you won't have to wait on the line. Here's how to contact us:

 

  1. Sign in to your QBO account.
  2. Click the (?) Help icon in the upper right-hand corner of the Dashboard.
  3. From there, select the Contact Us button and enter your concern in the description box.

  4. Once done, select Start a chat or Get a call option.

Provide the investigation number INV-48814 to our representatives for tracking purposes.

 

We appreciate your utmost patience while this is being worked on. Feel free to post here anytime if you have other questions with QuickBooks. I'm here if you need further help. Have a good rest of the week!

LTK_Books
Level 1

Allow billing transfer to your accountant link.

If a client transfers billing to the accounting firm, why isn't wholesale billing an option? Why would their pricing stay the same if they transfer billing to us?

GlinetteC
Moderator

Allow billing transfer to your accountant link.

I'm here to share details about this, LTK_Books.

 

We can only have an accountant version of the United States, United Kingdom, Australia, and India. That said, you're unable to add them to Wholesale Billing.

 

Please let me know if you have any other concerns. I'll be right here to answer them.

 

SandraDC
Level 1

Allow billing transfer to your accountant link.

Just to be clear, I'm in the US, my client would be eligible to get wholesale pricing through me if they decided to switch over to billing through me?

Ana Rosique
Level 2

Allow billing transfer to your accountant link.

It is my understanding that if you put the client under your account, yes, they will receive wholesale pricing but you have to pay and then bill them.

dhavalkakadiya
Level 1

Allow billing transfer to your accountant link.

I'm facing the same situation. Were you able to resolve?

ChristieAnn
QuickBooks Team

Allow billing transfer to your accountant link.

Hi there, dhavalkakadiya.

 

Welcome back to QuickBooks Community, dhavalkakadiya. I'll share further details about wholesale billing in QuickBooks Online.

 

Once 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 billing plan, you can transfer them to your wholesale billing plan. However, as mentioned above, QuickBooks Online Accountant (QBOA) is only available in United States, United Kingdom, Australia, and India. That said, you're unable to add your accountant to Wholesale Billing.

 

I can see how additional options and functionality with the said features would be so helpful for both you and your organization. As of now, we’re unable to provide you with a specific time frame as to when this feature will roll out. Rest assured that QuickBooks Online is constantly changing and evolving based largely on the suggestions and requests of users. 

 

For now, I suggest visiting our QuickBooks Blog site to know the latest updates as well other references while working in QuickBooks.

 

Please know you can continue to reach me here with any additional questions. Thanks for coming to the Community, wishing you continued success.

dhavalkakadiya
Level 1

Allow billing transfer to your accountant link.

Many thanks for your reply. 

 

I'm an accountant and use Quickbook online Accountant. I want to takeover billing of a client who uses Quickbook Plus currently but I see no wholesale billing option for that and I need to pay full amount. Why is that the case for existing clients? Is there any option?

Mark_R
QuickBooks Team

Allow billing transfer to your accountant link.

Welcome back, @dhavalkakadiya.

 

Allow me to provide additional information on transferring the client's subscription to your wholesale billing.

 

The "Allow billing transfer to your accountant" link will only be available once the region of both QuickBooks Online (QBO) and QuickBooks Online Accountant (QBOA) is the same. With that being said, if your client subscribes to a different region (US), not the same as yours (Singapore), it won't allow you to transfer their subscription to your wholesale billing. You'll want to make sure that your client's QBO and your QBOA account have the same region.

 

If you want to learn how to manage clients who are part of your wholesale discount plan and review charges, you can check out this article here.

 

Keep in touch if you need any more assistance managing your wholesale billing, or there's something else I can do for you. I've got your back. Have a good day.

dhavalkakadiya
Level 1

Allow billing transfer to your accountant link.

Region is same. Not sure if you understood the issue correctly. 

 

Just to clarify, Can existing QBO users who are paying on their own, get benefit of wholesale plan when they are transferred to QBOA?

LTK_Books
Level 1

Allow billing transfer to your accountant link.

No, existing clients will not reap the benefits of wholesale pricing if billing is transferred.  Only new clients.