Transfer of new client to QB

Congratulations on your new client, @john182! It's good to hear that they're already a QBO user. With this, I'm here to ensure you're able to transfer them to your QuickBooks Online Accountant (QBOA) account. There are two scenarios on how to take care of this. 

If your new client added their previous accountant as a user only, let them first remove the old accountant from the Accounting firms menu. Then, let them go the Manage users page to invite you as their new accountant. This way, you'll have access to their company. Once done, you can proceed with the steps below. 

1. Open the email you received from your client.
2. Choose the User ID you recognise as yours. It'll direct you to the sign-in page.
3. Enter your password and then select Accept Invitation.
4. Select your appropriate accounting firm. 
5. Click Continue on the success page. 

For the detailed instructions, check out this article: Managing Clients. Just go to the "Add a client with existing QuickBooks Online" section. 

If your client’s subscription is already receiving a wholesale billing discount from the old firm, I'd first suggest letting them contact the previous accountant. From there, have your client’s old firm remove them from wholesale billing. Make sure to complete the transfer process within 60 days so they'll still be eligible for the discount.

Second, have your client invite you as an accountant and then accept their invitation.

Third, move your client's subscription to your wholesale billing. It usually takes a week for the pricing to update. I'll guide you how. 

1. Get your client’s permission to take over their billing. 
2. Go to the Settings (⚙ ) icon at the upper right.
3. Choose Subscriptions and billing under Your Company. 
4. Select Add existing clients and then check if your client is eligible to add.
5. Put a checkmark on your client’s box and click Add clients. If this option is greyed out, go to their company and enter their billing info first. 
6. Click Continue to confirm. 

To learn more about the process above, see this article: Managing Clients With Wholesale And Direct Billing. Then, go to the "Transfer wholesale billing between firms" section. 

You can always visit this website: Wholesale Billing Resources. It contains helpful links on how to effectively manage your QBOA account and your clients. 

Lastly, I recommend going to the Clients menu to access, deactivate, and view client files. Doing so will help you properly manage their books.

I'll lend a helping hand if you have other concerns. I'm also looking forward to the success of the transfer process of your new client to your firm, @john182.