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HAM9
Level 3

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@4Gal That's the idea. They would fall under my QBOA Wholesale Billing Account. 

 

When adding the client as a new QBO organization under my QBOA Wholesale account, it asks for phone and email of the organization. Is it okay if I put my QBOA credentials and as a result make myself the Primary Admin of the client QBO file? Will it be accepted by the system?

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