You can always count on me if you have other questions about transferring the primary admin role to your client. Get 30 off for your firm, and 20 off for clients. Special pricing for your firm and your clients, up to 20 off. Up to 25 off top-rated apps when you manage billing for your client. This contains information and steps on how to take over your future clients' billing who are currently paying for their subscriptions. Get our best long-term pricing on QuickBooks Online, QuickBooks Online Payroll, and QuickBooks Time with ProAdvisor Preferred Pricing. I'm also attaching this link for future reference: Transfer clients to your wholesale discount plan. You can also see the Remove a client from your wholesale discount plan section in this article for the complete details: Manage your wholesale discount plan and wholesale discount clients. From the Select actions drop-down, select Remove from Wholesale.If the client is currently inactive, make them active first. ![]() In your QuickBooks Online Accountant (QBOA), go to the Gear icon.Make your client the primary admin of their company file.To change transfer the primary admin access to your client, you can follow these steps below: Offer Terms: All QuickBooks subscriptions must be entered through ProAdvisor Discount and activated within 6 months of offer sign up. ![]() If you add or remove services, your service fees will be adjusted accordingly. The rate won't be the same since they'll be removed from your plan. Discount and list price subject to change at any time at Intuit’s sole discretion. They'll start paying for their subscription. Learn how to change your wholesale discount clients subscription level. Yes, it does, the primary admin to your client removes them from your ProAdvisor discount plan. Upgrade or downgrade wholesale discount clients QuickBooks Online subscription.
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