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Stephanie1708
April 15, 2023
Question

I need totransfer billing from my client to me- QBO says the client has to allow- but when u go to the client- it reads i am the primary user

  • April 15, 2023
  • 1 reply
  • 0 views
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1 reply

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Carneil_C
April 15, 2023

It gives me great pleasure to guide you on transferring billing in QuickBooks Online, @Stephanie1708. 

 

Since you're the primary admin, you can directly follow the steps below to transfer their existing QuickBooks Online subscription to your billing plan. Here's how: 

 

  1. Go to the Gear icon and select Subscriptions and Billing.
  2. Under the Client-billed subscriptions tab, choose the client you want to add and follow the instructions on the screen. 

This helpful resource can give you more insights about taking over billing for clients who currently pay for QBO subscriptions: Transfer clients to your wholesale discount plan in QuickBooks Online. 


From there, updating the price on your statements may take some time. If your firm's wholesale discount price hasn't changed, you can contact our Customer Support Team for further assistance. 

I'm always ready to assist you with any other questions or concerns about managing your billing and subscription in QBO. Have a good one, and keep safe.

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Stephanie1708Author
April 15, 2023

Unfortunately this does not work. 
On my profile it reads i need the client to approve 
and on the clients profile it reads only i can approve as i am primary admin. 
so we are stuck and cannot proceed- which is why i posted the help

 

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RoseJillB
April 15, 2023

Let’s get this sorted by pointing you in the right direction for help, @Stephanie1708.

 

The steps provided by my colleague above should enable you to transfer the billing from your client to yourself. Then, I suggest getting in touch with our Technical Support Team. Our phone support can double-check your account and initiate a further investigation into why such behavior is occurring.

 

You can reach out to them through our chat channels. However, you’ll want to take note of their support hours to reach out to them at the time of your convenience: Simple Start, Essentials, Plus, and QBO Accountant users: Live chat is available 8 AM - 6 PM SAST M-F

 

Keep me posted if you still have more questions about account billing. I’m just a few clicks away. Have a good one!

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