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March 7, 2022
Question

I have an customer within my Quickbooks accounts who I have billed. I wish to amend them to a client so that I can sign them up to a Quickbooks subscription. Can I?

  • March 7, 2022
  • 1 reply
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1 reply

March 7, 2022

Hello Richard, Thanks for reaching out to the community, we're happy to help guide you on turning the customer into a client. To do this go to clients on the left-hand side menu( you will see the customer in the list) then hit on edit client>scroll down to products>change to subscription>select the product>set up the master admin and continue with the next steps. Any Q's just ask