Do you need to add or remove a company from your wholesale billing? This can be done easily in a few quick steps.

What are the requirements for a subscription to be eligible to move into wholesale billing? 

  • You need billing information tied to your Wholesale Billing account.
  • Clients cannot be migrated on the Wholesale Billing date, which is shown on the account in the next billing date.
  • The next payment date for the client's company must be within 33 days before adding to Wholesale subscription. (Note: The date can be found in the client's company by going to the Gear icon ,then Account and Settings, then  Billing & Subscription.)
  • Clients must have an active monthly billing subscription and be listed within the QuickBooks Online Accountant client list. (Note: Annual billing subscriptions can only be changed to monthly billing 30 days before the next annual billing date.)
  • Clients must be in the same QuickBooks Online region as your account.
  • Clients must be enrolled in QuickBooks Online Essentials or QuickBooks Online Plus. QuickBooks Online Simple Start subscriptions cannot be added to Wholesale Billing.

Important changes for QuickBooks US self-employed users as of 7/31/2018

For US QuickBooks Online Accountant users, QuickBooks Self-Employed subscriptions can no longer be added to Wholesale Billing.

Note: Due to important changes we are implementing, we have temporarily suspended the ability for our QuickBooks Online Accountant users in the US to add QuickBooks Self-Employed accounts to wholesale billing. We apologize for the inconvenience. Thank you for your patience and understanding.

How to add an existing company to your wholesale subscription

Follow these steps to move eligible clients' subscriptions into your Wholesale Billing subscription.

  1. Select the Settings ⚙ icon.
  2. Under Your Company, select Your Account.
  3. From Your Accountant page, select Move clients to wholesale. (If you have not entered billing information yet, this button will be grayed out.)
  4. On 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. Select Next.
  6. Review to ensure selected clients are correct, then select Move Clients.
  7. You will see a screen that lists all clients who were correctly migrated and any clients whose migration failed.

How to remove a company from your wholesale billing subscription

You can remove companies that are no longer 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 associated discounts will be removed as well. They will be billed the standard rate for their subscription.

  1. Go to Settings ⚙.
  2. Under Your Company, select Your Account.
  3. On Your Accountant page, locate the company you wish to remove from wholesale billing.
  4. From the Actions drop-down, select Transfer billing to client.
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 is restored.

Now you know how to add and remove your companies in wholesale billing.