QB Issue Resolution:
Let me get the help you need in setting up your clients’ subscription under your account.
To start with, your client needs to invite you as an accountant user to their account. You’ll be receiving an invitation via email.
Next, it’s time to transfer Master Admin access. Accept the invitation to transfer the master admin role that you’ve received via email. You can check out this article for detailed information: How to transfer the role of Master Administrator.
Once done, you’ll now be able to add the clients’ account. This way, you can transfer your clients’ subscription into your wholesale subscription.
- Click the Gear icon at the upper right hand.
- Select Your Account.
- Click the Move clients to wholesale button.
- Put a check-mark (✔) next to each client you wish to move.
- Click Next. Then, review to ensure selected clients are correct and click Move Clients.
That’s it! As always, you can contact our QuickBooks Support team if you need assistance with the steps. They’ll be able to pull up your account in a secure environment and help you navigate using one of their tools like screen sharing.
To reach them, here’s how:
- Click this link https://help.quickbooks.intuit.com/en_CA/contact.
- Choose the QuickBooks Product.
- On the Contact Us page, select a topic.
- Click on Get Phone Number button to see the support number.
Resolution for Issue 'How do I set up a new client for a subscription under my account if they already have and use a QB online subscription?' available: Yes (Solved).
Source: Intuit Community forum.
How do I set up a new client for a subscription under my account if they already have and use a QB online subscription?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for QB online
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Error Recovery for QB online [Canada]
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