Learn how to add or remove clients from Wholesale Billing.

Follow these simple steps to add or remove clients from your Wholesale Billing account.

Add clients

You can add clients to your Wholesale Billing account. However, they must already be set up as clients in QuickBooks Online Accountant.

  1. Select the Gear icon, then under Your Company, select Your Account.
  2. Select Add existing clients.
  3. Select the checkboxes of the clients to add.
  4. Select Add Clients.
  5. Read the notification, and select Continue.

The Firm Owner is notified by email of the change to the Wholesale Billing subscription.

Remove clients

When you remove a client from your Wholesale Billing account, you transfer the billing to the client. But, before you transfer the billing, you must transfer the Master Administrator role to the client.

  1. Select the Gear icon, then under Your Company, select Your Account.
  2. Select the checkboxes of all of the clients to transfer or cancel.
  3. From the Batch Actions drop-down list, select Transfer Billing.
  4. Read the notification, and select Continue.

The Master Administrator is notified by email of the cancelation. The email provides the steps to re-subscribe.