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accounts_1
March 19, 2021
Question

1. What is the current wholesaler billing plan?; and 2. How to add new customer under wholesaler billing plan.

  • March 19, 2021
  • 4 replies
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Original commenter did not share additional details

4 replies

Adrian_A
Adrian_A
March 19, 2021

The billing depends on your chosen plan, accounts_1.

 

I've added this link that has the lists of our billing options: Billing options.

 

As for adding a new customer, you can follow either of the steps:

 

If your client already has an existing QuickBooks account, you can follow these steps:

 

  1. Ask your client to send the invite to the email address you use for your QuickBooks Online Accountant firm.
  2. On the email, click Accept Invitation.
  3. Enter your credentials.

 

If they're still new to QuickBooks:

 

  1. On your QuickBooks Online account, go to the Clients menu.
  2. Select Add client.
  3. Select Business or Individual.
  4. Enter their information.
  5. In the Products section, select Subscription.
  6. Continue with the on-screen instructions to successfully add them.

 

If ever your client don't use QuickBooks, here's how you can add them:

 

  1. On the Clients page, select Add client.
  2. Select Business or Individual.
  3. Enter your client's info.
  4. Select No Subscription on the Products section.
  5. Click Save.

 

I've also added a reference for more information about managing your clients: Manage your wholesale billing plan and wholesale billing clients.

 

I'm just a post-away if there's anything that I can help with managing your clients. Keep safe!

Fiat Lux - ASIA
Fiat Lux - ASIA
March 19, 2021

@accounts_1 

You have to create a QBO Accountant account and you will have an access to offer a wholesaler rate for some of your first clients.

accounts_1Author
March 22, 2021

Hi, thank you. I already have an account but unable to add client under Clients menu.

So I was guessing, I should choose and purchase a plan first so that I can proceed further? Please correct me.

AileneA
March 22, 2021

Hi there, accounts_1. 

 

Thank you for getting back to us in the Community. Since you've already an accountant account you'll be able to add a client. Let's isolate this case by using a private browser or incognito. It could be due to the browser's full cache that causes QuickBooks to get this unusual behavior.    

 

To start, log into your QuickBooks account using a private browser/incognito. Here's how: 

 

  • Press Ctrl+ Shift + N keys on your keyboard (Google Chrome).
  • Press Ctrl+ Shift + P keys on your keyboard (Firefox or Internet Explorer).
  • Press Control+ Option + P keys on your keyboard (Safari).    

 

 

 

 

 

If the private browsing session works, it means that you need to clear the browser's cache so the system can start fresh. You can also do this task on other supported, up-to-date browsers. Clearing the cache will refresh the system, and you'll be able to work with clean trash.      

 

For more detailed information about connecting your clients through QuickBooks, please refer to this article: Add clients to QuickBooks Online Accountant. 

 

Keep me posted if you have additional concerns/questions in QuickBooks. Have a great day and stay safe!

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