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M
Mirel Accountant
October 22, 2022
Question

How to cancel client's subscription?

  • October 22, 2022
  • 1 reply
  • 0 views

Hi!

My client's company's got dissolved. How can I cancel the subscription when it was among my accounting firm's subscriptions? I do not need to transfer it to the client, as his company does not exist any more. 

Thank you. 

1 reply

T
Trish_T
October 24, 2022

Hi Mirel Accountant,

 

Welcome to Community!  I'm saddened to hear about your client's situation.  It's important that you're able to maintain your QuickBooks Online Accountant subscriptions with peace of mind.  I'd be glad to assist!

 

Here's how to cancel a client subscription;

 

1. Log into QuickBooks Online Accountant 

2. Open Settings ⚙ and select Subscriptions and billing

3. Locate the client in the list and hit the select the Action ▼ dropdown menu

4. Choose Cancel

5. Review the cancellation request information screen

6. Select Confirm transfer

Note;  This transfers the billing to the customer for which their account will remain inactive.  However, should they decide to reactivate the account, they will have one year to login and resubscribe before it's permanently deleted.

Here's a helpful guide for your reference, to assist with Wholesale Billing and client management.

 

If you require additional assistance, please don't hesitate to contact us.  It would be our pleasure to work with you directly and ensure you're able to accomplish your QuickBooks goals as soon as possible!

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
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Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.
 

Feel free to reach back out if you have any other questions.  We'd be happy to help!

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