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November 22, 2023
Question

How do i cancel 2 clients' subscriptions?

  • November 22, 2023
  • 1 reply
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1 client has moved to another accounts system, another does not want to use it. I need to cancel their accountant billed subscription.

1 reply

November 22, 2023

Hello Fradevlin, thanks for posting on the Community page,

You will first need to make the client the master admin so transfer the primary admin from manage users inside the client's company as normal.  - Once you do that, you just click on the cog wheel top right corner in your firm (QBOA), click on 'billing and subscription' - find that client on the list there, click on the drop-down arrow at the end and click on 'transfer billing to client'. This will then cancel/suspend the account for you, if the client doesn't enter billing info in it will remain canceled. This article has all the information you need and the steps clearly marked out for you under the remove a client section 
 

November 27, 2023

Thank.you Ashleigh.