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November 6, 2023
Question

Deleted a client subscription in error can I recall it?

  • November 6, 2023
  • 1 reply
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Can I recall my client back to my billing?

1 reply

November 6, 2023

Hello, debbie. 

 

Thank you for reaching out to the Community for help with adding your client back to your subscription in QuickBooks Online. I understand this is important, and I'm here to provide more detailed information on how to proceed.  

 

Firstly, please note that to add a client back to your billing in QuickBooks Online Accountant, you need to be the primary admin of the company. This means that you must have the highest level of access to the company's account to make any changes to the billing. 

 

Step 1: Get invited to be your client's accountant:
 

  1. Send your client an invite to the email address he uses for the QuickBooks Online Accountant firm.
  2. Open the invite email and select the Accept Invitation link.
  3. Sign in with the user ID and password.
  4. If you have multiple QuickBooks Online Accounting firms, select the one you want to connect your client to.

 

For more details, you can check out this article: Add clients to QuickBooks Online Account.

 

Step 2: Get permission to take over billing: 

 

  1. Go to the Gear icon.
  2. Select Subscriptions & billing.
  3. Click the Allow billing transfer to your accountant link.
  4. Choose the name of the accounting firm they want to transfer billing to.
  5. Tap Allow transfer.

 

If a client expresses interest in joining your wholesale discount plan but is already paying for their subscription, you can transfer their subscription to the wholesale plan. You can check out this article for more details: Transfer their subscription

 

Once your client accepts the invitation that you have sent them, QuickBooks will establish a connection between your firm's account and your client's account. This will enable your client to access your books and review them in detail. Additionally, they will have the ability to make necessary edits and adjustments to your books if required. This feature is handy for clients who want to stay informed about their financials and prefer to be involved in the bookkeeping process.

 

Fill me in should you need further assistance in adding your client. I'm here to ensure your success. Have a wonderful day.