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May 23, 2023
Question

I want to cancel one of my client subscriptions but I do not have that option? When I click on cancel it takes me to transfer payment to client

  • May 23, 2023
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1 reply

May 23, 2023

Hello square_1

 

Thanks for joining the Community. 

 

Transferring the billing to the client is correct step to take to cancel the subscription - when you remove a customer from your plan, they'll have the option to start paying for their subscription themselves. If the billing isn't activated, the subscription will auto-cancel. 

 

To remove a client from your ProAdvisor discount plan:

 

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.