Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Hi,
I need to convert my client from Annual Customer billing to Monthly Accountant Billing.
I taken the subscription to the client under old scheme for accountant and Now I need to convert the client to new monthly billing scheme.
Now the account is blocked for renewal. Pls help me to get the contact No or discussion.
Regards,
Harikumar
Hello, Harikumar_KTM.
Getting a new client is great. If a client already has QuickBooks and want to become part of your wholesale billing plan, you can take over their subscription. Since their account is subject for renewal, you can provide this article on how they can reactivate their account: Renew my account subscription.
Once done, ask your client to invite you as a user to their company. Here's an article for the instructions: Invite you to become their accountant.
Finally, inform your client to give you permission to take over the billing.
Here's how:
Please see this sample screenshot for reference:
If your client is unable to resubscribe to their QuickBooks Online account, I recommend reaching out to our Customer Care Team by following these steps:
For the new QuickBooks Assistant help update, you can follow these steps:
I'm also adding these articles that you can use as a guide:
You can always get back to me if you have any follow-up questions about the process, or other concerns with QuickBooks Online Accountant. Have a good day!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here