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I have QBO Accountant. There are 20 fields for my clients there. I pay for each field by myself. One from my client has decided to keep accounting records by himself. How

I have QBO Accountant. There are 20 fields for my clients there. I pay for each field by myself. One from my client has decided to keep accounting records by himself. How can I separate his field from my account and transfer QBO billing for him and not pay for him?
1 Comment 1
MichaelaS
QuickBooks Team

I have QBO Accountant. There are 20 fields for my clients there. I pay for each field by myself. One from my client has decided to keep accounting records by himself. How

I appreciate you for posting your concern, Hubprofi. I'll provide the steps to transfer the billing to your client.

 

First, you'll need to remove the specific client from your plan. Once removed, they'll begin paying for their subscription. Removing clients won't affect their accounting data, and their subscription rate will not be the same since you got an Accountant discount.

 

  1. If you're the current primary admin for your client's company, make your client the primary admin of their company file.
  2. From your QuickBooks Online Accountant, go to the Gear icon and select Subscriptions and Billing.
  3. Select the Accountant-billed subscriptions tab.
  4. Select the client you want to remove. If the client is inactive, make them active first, then remove them.
  5. From the Action column dropdown, select Transfer billing to the client.
  6. Select Confirm transfer.

 

Additionally, after removing a client, they will only have read-only access to their QuickBooks company. They can view their accounting data but can't make changes until they update their billing information.

 

Furthermore, check this article to help you save time when making changes or moving multiple transactions: Reclassify transactions tool.

 

Whenever you have other questions about subscription concerns. Let us know in this thread. We'll be around to help. Have a good one.