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ndiffenbaugh
February 9, 2019
Question

Deleting Client From Wholesale Billing

  • February 9, 2019
  • 4 replies
  • 0 views

I was fiduciary for my parents and managed their financial transactions as one of my wholesale clients. They are now both deceased and I want to remove them from my wholesale client list but I don't want to transfer the account to a personal account (there is no need to manage it any longer). I just want to totally delete it. How do I accomplish that?

4 replies

IamjuViel
IamjuViel
February 9, 2019

Hello there, @ndiffenbaugh.

 

I can help walk you through removing a client from your wholesale billing.

 

Here’s how:

  1. Login to your QuickBooks Online for Accountant account.
  2. Go to the Gear Icon.
  3. Choose Your Account.
  4. Locate your parents’ account.
  5. From the Batch Actions drop-down list, click Cancel.
  6. Click Continue.

Once completed, the Master Administrator of your parents’ account will receive an email notification containing the cancellation details.

 

Don’t hesitate to click the Reply button if you have other questions about removing a client or company from your wholesale subscription. I’m always here to help.

    N
    ndiffenbaughAuthor
    February 14, 2019

    Thanks for the response. Your response made me dig a little deeper because the only batch option that I had available was to "transfer billing to client" and there was no "Cancel" option. That is why I was initially confused. But I discovered that if I do transfer the billing, it takes the account out of my list and I am no longer billed for it. Which is what I was looking for.

    Thanks again for the response. The account has been removed.

    JessT
    JessT
    March 4, 2019

    Hi backmanbusinessaccounting,

     

    I'd like clarify the steps shared by juVielL.

     

    You'll want to choose the Transfer billing to client option to remove your client from your Wholesale Billing. I can see that she had added some articles with steps to remove a client's company. Feel free to check them out.

     

    If you need anything else, feel free to post back here.

    D
    dtodd
    December 4, 2019

    Our company is being dissolved and I have a client with four other entities along with their own on my wholesale billing (QBO+Advance).  What would be the cost for the client if I were to transfer the entities to them?

    IamjuViel
    IamjuViel
    December 4, 2019

    Hello, @dtodd.

     

    When you remove a client from wholesale billing, they get charged instead of your firm. They'll be billed with the regular monthly subscription rate. 

     

    You can visit our website to see the latest monthly subscription fees: QuickBooks Online.

     

    Also, I've got these articles for more insights on how the wholesale billing works:

    Let me know if you have other questions. I'm always here to help.

    J
    jo15
    March 2, 2022

    Greetings,

     

    Where do I find the "Parent" company at.  When I go to the Gear Icon, and select subscriptions and Billings all I see is the client list.  

     

    Thank you,

    [email address removed]

     

    R
    Rasa-LilaM
    March 2, 2022

    Thank you for posting on this thread, jo15.


    I appreciate you for performing the initial steps in trying to find the parent account. The result you shared will guide us on how to resolve your concern.


    Let’s go to the Your subscriptions tab or Your account to see the parent account. I’m here to help make sure you can do this in just a few clicks.


    Here’s how:

     

    1. In your QuickBooks Online Accountant (QBOA) account, head to the Gear icon in the upper right and select Subscriptions and billing under Your Company.
    2. Choose the Your subscriptions tab to see the parent account.

    Here’s an article that covers all details on how to add a new client to your ProAdvisor discount plan, remove one, as well as check the discount charges: Manage your ProAdvisor Preferred Pricing plan and ProAdvisor discount clients.


    For additional resources, the links below provide information on how the ProAdvisor program works and steps to take over billing for your clients.

     

     

    Stay in touch if you have other questions about wholesale billing or concerns about the parent account. I’m always ready to help and get this taken care of for you. Have a great rest of the day, and stay safe.

    D
    dkbaker
    August 15, 2022

    Hi - There have been updates to QBO that prior advice and screen shots are no longer same as what I view on screen.  Client is shutting down business, need to remove them from wholesale billing, dont want to transfer billing to client.  I am under gear icon, subscriptions and billing, and account billed clients.  Only opiton is to transfer billing.  How do I just delete from billing?

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