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May 19, 2021
Question

I wrongly clicked on transfer billing to the client. Now, when i am trying reclaim (by add existing client), it is charging me higher rate. please assist.

  • May 19, 2021
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1 reply

JoesemM
May 19, 2021

I'm happy to see you here in the Community, @abby12.

 

You can re-add the client to your wholesale discount plan again and subscribe to QuickBooks for them. This lets you pick the products that best fit their needs. Learn more about wholesale discount. Let me show you how.

 

  1. In the QuickBooks section, select Wholesale discount to add your client to your wholesale discount plan.
  2. Review the available QuickBooks products in each section. Important: If your client needs a payroll product, it must also be part of your wholesale discount plan. They can't purchase and pay for their payroll plan on their own.
  3. Select the products you want to subscribe your client to.
  4. If you also plan to do admin work for your client, select the Make me the Primary Admin checkbox.
  5. Once done, select Save.

 

For additional information, click this article: Add clients to QuickBooks Online Accountant.

 

However, if you can't re-add the client to your wholesale discount plan, I'd suggest contacting our Customer Support Team. They can provide other option on how to re-add the client and explain about the charges your getting. To reach them, here's how:

 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  3. In QB Assistant, enter the topic you need help with. You can also enter questions.
  4. Select Contact Us to connect with a live support agent.
  5. Click Start a chat with a support expert. Live chat M-F, 9:30 AM to 6:00 PM.

 

Once fixed, you can go to Clients from the left menu. From there, you can edit your client's info, make them inactive, and reactivate them. It keeps your list up to date as your clients will grow in the future. For more information, check out this article: Managing Clients. 

 

Know that my doors are always open to assist you if you have any other questions. I'll be around to help. Have a lovely day.