IamjuViel
QuickBooks Team

Manage Suppliers and Expenses

I can share some information about managing your client's subscription, @Rafeeq Erasmus.

 

When you remove a client from your wholesale billing, they will have read-only access to their account. They'll have to subscribe so it will become active again. 

 

Here's how:

  1. Go to the Gear icon ⚙.
  2. Choose Subscriptions & Billing.
  3. Select any clients you want to remove.
  4. From the Batch Actions ▼dropdown, select Transfer billing to the client.
  5. Click Remove.

Just a heads-up, putting your client's status inactive will not cancel their subscription. You'd want to follow the steps above to completely cancel their subscription. You can read through these articles for more insights about managing your clients' account:

On the other hand, you can follow the steps below in creating your QuickBooks Online for Accountant South Africa profile.

  1. Go to: https://quickbooks.intuit.com/za/accountants/.
  2. Select the Free Sign-Up button.
    • Click the Sign In link if you wish to put the new QBOA SA under the same username and password with your QBOA US account.
    • However, if you wish to start a new slate, you can enter your new set of login credentials.

You can browse the QuickBooks Online for Account hub to learn more about how Wholesale Billing.

 

Always feel free to leave a post below if you have other questions about managing your QuickBooks account. I'm always here to help.