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April 24, 2024
Question

How do I cancel the subscription for one client on my account? the only options showing against the client's name are to downgrade or transfer the account.

  • April 24, 2024
  • 1 reply
  • 0 views
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1 reply

Level 13
April 24, 2024

Hello and welcome to the Community, vanessa44

 

Before you decide to cancel your client’s subscription, we'd love the opportunity to explore a solution that meets your needs. Our dedicated team is here to review your account and walk you through your available options. Feel free to reach out to us for free (either from a mobile or landline) by calling +44800028 2548.

 

To remove a client from your wholesale billing plan, select the option to Transfer billing to client. After you remove the client, they will have read-only access to their QuickBooks company and can choose to start paying for the subscription themselves. 

 

Their subscription won't be the same rate you paid since you got a ProAdvisor discount. Removing clients doesn't impact their accounting data in any way. To remove:

 

1. If you haven't already, make your client the primary admin of their company file.
2. In QuickBooks Online Accountant, go to Settings and then Billing and subscriptions.
3. Select Accountant-billed subscriptions tab.
4. Select the client you want to remove.
Note: If the client is currently inactive, make them active first.
5. From the Select action dropdown, select Transfer billing to client.