Regarding QBO wholesale billings

I would like to set up my client on the applicable QBO product and then go and show it off to sell them on it.  When I set up a client on the wholesale program, am I billed from day one or is there a 30 free to look period with the wholesale products?

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Hello, jbergelin.    You can create a trial file for your client and then have it on your Wholesale/Consolidated Billing Profile but it would be a two-step process.  

 When files are setup with any sort of discount, there is no option for a 30-day-trial with those files.  I do have a suggestion, however, which may help you and your client.  

 You could use our main customer page to create a file specifically with a 30-day-trial, then if the customer desires to use the file, you could move that file into your Wholesale/Consolidated Billing Profile.  

 ·         To create a company file with a 30-day-trial, go to http://quickbooks.intuit.com/online/compare and click on Try It Free.

·         To move your client’s file into  your Wholesale/Consolidated Billing Profile, go to http://accountants.intuit.com/support/accounting/qboa/document.jsp?product=QBOA&id=HOW22500

 

I hope this helps,

 QBOA Kris

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