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July 22, 2020
Question

How do I close a client's account. I am no longer their book keeper and they no longer use Quick Books Online.

  • July 22, 2020
  • 1 reply
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1 reply

PatriciaT
July 22, 2020

Hi estbookkeeping,

 

Thanks for reaching out. Having the flexibility to downgrade, upgrade, or cancel your subscription is important. While I'd be sad to see you go, I know how important it is to make the right decisions for your business. I'll be happy to point you in the right direction with this.

 

You can cancel a QuickBooks Online plan in a few steps.

  1. Sign in to QuickBooks from a web browser.
  2. Go to Settings ⚙ and then Account and Settings.
  3. Select the Billing and subscription tab.
  4. In the QuickBooks section, click on Cancel subscription or Cancel online.
  5. Select Continue to cancel, then select Continue to cancel again (if applicable).
  6. Follow the next steps.
  7. Select Submit and cancel subscription.
  8. Select Got it.

If your account is suspended, you need to resubscribe first before you can cancel. To learn how to reactivate an account, check out this article: How to resubscribe or reactivate QuickBooks Online

 

In case you've purchased your subscription from iTunes or Google Play, find out how to cancel your subscription here: Cancel your QuickBooks Online mobile app subscription purchased from an app store

 

If you use QuickBooks Online Accountant and your client's account is under your wholesale billing, you need to transfer billing to your client to inactivate the account. Here's how to do that: Add or Remove QuickBooks Online companies from wholesale billing

 

Once you cancel your QuickBooks Online subscription, your data will be available in read-only access for 1 year from the date of cancellation. If you resubscribe within 12 months of canceling your plan, you'll be able to access your earlier data. After 12 months, you can still resubscribe with the same credentials, but your data will no longer be available.

 

For any further assistance, don't hesitate to reach out to our tech support team. 

 

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Schedule a Callback: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Get a callback (Note: Callback hours are the same as regular phone hours.)

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Have a great day!