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March 30, 2021
Question

HOW DO I TRANSFER THE SUBSCRIPTION TO THE CLIENT

  • March 30, 2021
  • 1 reply
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1 reply

Zac Product Champion
March 30, 2021

Hi BBAS, 

 

Thank you for reaching out and welcome to our community!

 

When you remove a customer from your plan, they'll start paying for their subscription themselves. Their subscription won't be the same rate you paid since you got a wholesale billing discount. Removing clients doesn't impact their accounting data in any way. Please follow the steps below:

  1. If you haven't already, make your client the primary admin of their company file.
  2. In QuickBooks Online Accountant, go to Settings ⚙ and then Subscriptions and billing.
  3. Select the Your subscriptions tab.
  4. Select the client you want to remove. Note: If the client is currently inactive, make them active first.
  5. From the Select actions▼dropdown, select Transfer billing to client

After you remove a client, they have read-only access to their QuickBooks company until they update their billing info. They can see their accounting data, but can't make changes.

 

Thank you and please let us know if you require any additional assistance.