A client that wants to change accountants has a wholesale billing under her previous client. How can we move the client from this wholesale billing to my account?

She wants to transfer who manages her books and just want to be confident when discussing.

Answer

Hello,

Whoever is listed as her current accountant will have to remove them from their wholesale billing account.  Then as long as the former accountant is NOT the Master Admin, the customer can remove that former accountant and add a different accounting firm.


The former accountant HAS to remove them from their wholesale billing before anything else can be done though.

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