Client on my wholesale billing wants to pay directly themselves. Can you let me have the step by step instructions

Yes, @mike236. I’m here to guide you through each step of transferring the billing responsibility to your client and ensure a smooth transition.

Before transferring, make sure your client is set as the Primary Admin of their company file. This will give them access to all necessary information. If they are not, please update their status first.

Once updated, you can proceed with the billing transfer by following these steps:

1. Click on the Gear icon at the top right corner of your dashboard.
2. Navigate to Billing and Subscriptions under Profile.
3. Select the Accountant-billed subscriptions tab to view a list of your clients.
   
   
   
   
4. Select the client you want to remove.
5. Check that the client you wish to transfer is marked as Active. If not, activate them first.
6. In the Action column next to their details, click the dropdown menu and select Transfer billing to client.

After completing these steps, they will need to enter their billing information. They will be charged at the regular rate based on their plan.

To understand how to manage clients who are part of your ProAdvisor discount plan and monitor payments, see this article: Manage your ProAdvisor Preferred Pricing plan and ProAdvisor discount clients.

Here are some helpful resources. The following links offer detailed information on the ProAdvisor program and guide you through taking over billing for your clients:

• Manage billing, payments, and subscriptions in QuickBooks
• Transfer clients to your wholesale discount plan in QuickBooks Online

If you have any further questions or need assistance with canceling wholesale client subscriptions or anything else related to QuickBooks, please don’t hesitate to ask. I’m here to support you every step of the way.