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March 24, 2023
Question

How do move a clients subscription from me paying to them?

  • March 24, 2023
  • 1 reply
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I want to transfer a clients subscription payment to them

1 reply

March 24, 2023

Hi Dencatch,

 

Thanks for posting in the Community! When you remove your client from your wholesale billing, they'll be paying their subscription moving forward. Please note the subscription won't be the same rate you paid since you got a ProAdvisor discount.

 

Here's how to remove a client from your wholesale billing plan:

 

  1. If you haven't already, make your client the primary admin of their company file.
  2. In the QuickBooks Online Accountant, go to Gear icon ⚙ and then select Billing and subscription.
  3. Select Accountant-billed subscriptions.
  4. Select the client you want to remove.
  5. From the Select action ▼ dropdown, select Transfer billing to client.

 

After you remove the client file, they have a read-only access to they QuickBooks file until they update their billing info. You can provide these steps to update their billing info.

 

  1. Go to Gear icon ⚙ and then select Billing and subscription.
  2. Next to your payment method, select Edit ✎.
  3. Select your preferred payment method and enter the necessary details.
  4. When you're done, select Save and use.

 

For more detailed information, you can also check this article: Manage your ProAdvisor Preferred Pricing plan and ProAdvisor discount clients.
 

Feel free to post again if you have any other questions, we're here to help. Have a great day!