Hello there, GG69.
Thanks for reaching out to the Community. I can guide you on how you can transfer your client to another accountant.
To start with, make sure that the client doesn't have payroll, Payroll Tax Online, or Intuit Tax Online. Also, they can keep the same discounted rate as long as the transfer is done within 60 days of being removed.
First, you'll need to transfer the primary admin access back to your client.
Here's how:
1. Go to Settings ⚙ and select Manage users.
2. Find your client on the list.
3. Click the dropdown in the Action column and then Make primary admin.
4. Follow the onscreen steps to approve the transfer.
This emails your client a link. Ask them to open the link and accept the primary admin role.
After that, you can remove the client from your wholesale billing plan.
Here's how:
1. Go to Settings ⚙ and then Subscriptions and billing.
2. Select the Your subscriptions tab.
3. Choose the client you want to remove.
4. From the Select actions▼dropdown, select Remove from Wholesale.
Once removed, they have read-only access until they update their billing information.
Lastly, tell the new accountant to take over billing for a client with their own subscription.
Here's how:
1. Go to Settings ⚙ and select Subscriptions and billing.
2. Under the Your subscriptions tab, select Add existing clients and follow the instructions on the screen.
This may take about a week to update the price on your statements. If your firm's wholesale billing pricing doesn't change, reach out to our team so we can help.
Adding guides here if you want to move the client to another QBOA profile.
Add a comment if you have further questions about Wholesale Billing. We're always here to help you.
