cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Welcome India customers to our Global Community, find the help you need and connect with other India QuickBooks users on our dedicated India Community pages.
Highlighted
Level 1

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?

3 Comments
Highlighted
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. 

Highlighted
Level 1

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?

Highlighted
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!