Add Clients to Consolidated Billis when you want to add existing QBO clients that fit the profile to your consolidated bill. Your Billing Profile will show the list and due date of consolidated bill. Now, what does the Gear Icon look like for options. Only Firm Owners can see the wholesale billing options/workflow. Note: IF YOU SEE NOT MESSSAGE, YOU ARE NOT A FIRM OWNER FOR QBOA, the firm owner set you up as a User. It just turns on the option to do wholesale billing. You don’t even have to enter a credit card yet. What does the message look like when they log into QBOA as a firm owner and have not yet set up Wholesale billing.Ĭheck off the boxes below and click Continue: Below are steps/screenshots that you can forward to your accountant who is struggling. The #1 bottleneck of the new QBOA trend I have seen over the past couple months is setting up Wholesale Billing.
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