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Join nowHi, ZP Tax.
You can transfer a client with existing QBO account to wholesale billing as long as they meet the requirements. Here’s how to add a client:
Please check this article for additional information about the process and the criteria to follow before moving a client: Add or remove QBO and QBSE companies from wholesale billing.
Stay in touch with me if there's anything else you need.
Hi MikiD!
I am also trying to transfer an Online client to my account as a new client. I do not see the option to "Move Clients to Wholesale" option. I added and paid for this client today. Is this why?
Was the preexixting QBO user a wholesale user with another accountant?
No, they were not.
Hi,
I added the billing information for my firm under "billing details" and the "transfer billing to me" is still greyed out... how do I transfer the client billing to me? thanks!
Hello there, jblai011.
I'm here to ensure you can transfer your client's billing.
Let's ask the primary admin of your client's company to permit you. Here's how:
Once your client permits you, you have two days to finish the transfer.
You might want to read these articles in case you need details when transferring your client to a new accountant:
If you have any other questions, don't hesitate to post again. Have a good one!
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