Eligibility requirements

For a subscription to be eligible for moving into Wholesale Billing, the subscription must meet the following criteria:
  • You need to have already entered billing information for your Wholesale Billing account. For instructions, see Edit your QBOA Wholesale Billing information.
  • Clients cannot be migrated-in on the Wholesale Billing date, which is shown on the Your Account screen as the Next bill date.
  • The client company's Next Payment Date must be within 33 days of the day you attempt to add the company to the Wholesale subscription. Note: This date can be found within the client company by going to Gear menu - Account and Settings - Billing & Subscription.
  • Clients must have an active monthly billing subscription and be listed within the QBOA Client List. Note: Yearly billing subscriptions can only be changed to monthly billing 30 days before the next annual billing date.
  • Clients must be in the region of QBO that corresponds with your region of QBOA (US, UK, AU or CA).
  • Clients must be in QuickBooks Online Essentials or QuickBooks Online Plus (QuickBooks Online Simple Start subscriptions CANNOT be added to Wholesale Billing).
  • QBOA users have the ability to add QuickBooks Self-Employed companies (US Only)

Additional requirements for QuickBooks Self-Employed (US Only)

For US QBOA users QuickBooks Self-Employed subscriptions can now be added to Wholesale 
  • Accountants can move their clients to Wholesale Billing only if they are subscribed to Standalone plan.
  • Wholesale billing is not available to Bundle users since QBOA has a default tax software.
  • Turnaround time for the client to be moved to wholesale billing is 24 hours.
  • When clicking the Billing code, the default plan is Simple Start. Once they are moved to wholesale billing, they'll have a new Realm ID.

Add an existing company to your Wholesale subscription

You can move eligible clients' subscriptions into your Wholesale Billing subscriptions to take advantage of reduced pricing.

To add a company to your Wholesale Billing:
  1. In Quickbooks Online Accountant, click the Gear menu in the upper right of the screen.
  2. From the drop-down menu, under Your Company, select Your Account.
  3. From the Your Account page, click the Move clients to wholesale button. (If you have not entered billing information yet, this button will be grayed out.)
  4. Within the Move clients to wholesale billing screen, place a check-mark (✔) next to each client you wish to move.
    Note: This screen will display all clients not currently in Wholesale Billing; those who are eligible for migration to the Wholesale Billing subscription will not have an entry under Reasons unable to move.
  5. Click Next.
  6. Review to ensure selected clients are correct and click Move Clients.
  7. You will see a screen that advises if all clients were correctly migrated and a list of clients whose migration failed.

Remove a company from your Wholesale subscription

You can remove companies that are to no longer be managed under your Wholesale Billing subscription.  A company that has been removed from wholesale billing will no longer be eligible for the wholesale discount and all previous discounts will be removed as well.  They will be billed the standard rate for their subscription.

To remove a company from Wholesale Billing:
  1. In Quickbooks Online Accountant, click the Gear menu in the upper right of the screen.
  2. From the drop-down menu, under Your Company, select Your Account.
  3. From within the Your Accountant window, scroll down to the Wholesale clients section.
  4. Locate the company you wish to remove from wholesale billing.
  5. From the Actions column drop-down, select Remove from Wholesale.

    NOTE: The company needs to be in Active status to manage the subscription. If the Billing Profile has been suspended, you will need to wait until the billing has been restored before you will see the option to change. 


This article is part of our content on Wholesale Billing.

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