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April 24, 2024
Question

How do I cancel the subscription for one client on my account? the only options showing against the client's name are to downgrade or transfer the account.

  • April 24, 2024
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1 reply

April 24, 2024

Hello and welcome to the Community, vanessa44

 

To remove a client from your wholesale billing plan, select the option to Transfer billing to client. After you remove the client, they will have read-only access to their QuickBooks company and can choose to start paying for the subscription themselves. 

 

Their subscription won't be the same rate you paid since you got a ProAdvisor discount. Removing clients doesn't impact their accounting data in any way. To remove:

 

1. If you haven't already, make your client the primary admin of their company file.
2. In QuickBooks Online Accountant, go to Settings and then Billing and subscriptions.
3. Select Accountant-billed subscriptions tab.
4. Select the client you want to remove.
Note: If the client is currently inactive, make them active first.
5. From the Select action dropdown, select Transfer billing to client.