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March 31, 2021
Question

How can you delete a subscription for a client that no long wishes to use QB. We have made the file Inactive so far

  • March 31, 2021
  • 1 reply
  • 0 views
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1 reply

DivinaMercy_N
Moderator
March 31, 2021

I got your back, @rodney9.

 

Here are the steps you can perform to remove a client from your wholesale billing plan:

  1. If you haven't already, make your client the primary admin of their company file.
  2. From QuickBooks Online Accountant, navigate to Settings and then Subscriptions and billing.
  3. Click the Your subscriptions tab.
  4. Select the client you want to remove. Make the client active first. 
  5. In the Select actions dropdown, choose Transfer billing to client.

 

For more details about the process, please see this article: Manage your wholesale billing plan and wholesale billing clients.

 

You can always seek self-help articles on our Community page to help you finish your QuickBooks tasks in no time.

 

Don’t hesitate to leave a reply below if you have other questions about removing a client from your wholesale subscription. I’m always here to help. Take care always.