I would like to able to pull a report or list of the clients that we have on wholesale subscriptions.

I would like to be able to easily see who we have on wholesale billing so I can cross reference our client billing list. I imagine there must be an easier way to source this information instead of having to take screenshots of each page or have our QBO open on screen. We do not use QBO for billing.

Answer

Hi info,

You can pull up a list of your clients wholesale subscription to see status of their accounts easily. Let me guide you how.

  1. Click the Gear icon on the Toolbar..
  2. Select Your Account.
  3. Scroll down to the Manage Wholesale Clients section.

Once done, you'll be able to see all the clients on your wholesale billing. Here's a link for more information about viewing your clients' status information: How to View Your Wholesale Billing Clients' Status Information.

I've got this article in case you have any other concerns about QuickBooks Online: Help Articles.

Keep me posted if you have further question. I'm here to help.

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IntuitMariaS , Community Support Specialist
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