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Wholesale discount FAQs

Spread the wealth

Wholesale discounts provide the biggest long-term savings for your clients—only available through you. Learn more about which products qualify and what makes this our most steady and adaptable discount option.

Reliable savings

An exclusive discount that only you can secure for your clients who are new to QuickBooks Online. Offers predictable savings with your firm billed at up to 50% off the current list price of the subscription1.

Flexible billing

Enables you to add a QuickBooks Online subscription as part of your services to clients, whether you bill hourly or flat fee.

Effortless management

Gives you full control over your wholesale subscriptions with a monthly itemized bill, and the option to cancel at any time.

How to enroll clients in the wholesale discount

  1. Sign in to QuickBooks Online Accountant.
  2. Enter your client’s information in the Add client screen.
  3. From the billing choices drop-down, select Wholesale discount (firm is billed).
  4. Select the product(s) you recommend for your client, including Payroll if needed.
  5. Select which team members you want to have access to the account, then Save.

How to enroll clients in the wholesale discount

  1. Sign in to QuickBooks Online Accountant.
  2. Enter your client’s information in the Add client screen.
  3. From the billing choices drop-down, select Wholesale discount (firm is billed).
  4. Select the product(s) you recommend for your client, including Payroll if needed.
  5. Select which team members you want to have access to the account, then Save.

See the new billing experience in QuickBooks Online Accountant

The new Your account page and redesigned invoices make it faster and easier to manage your QuickBooks Online and Payroll subscriptions. Check it out!

The new Your account page and redesigned invoices make it faster and easier to manage your QuickBooks Online and Payroll subscriptions. Check it out!

Learn more about the wholesale discount

What are the advantages of the wholesale discount?

The wholesale discount is Intuit’s best long-term savings option for clients new to QuickBooks Online. They save up to 50% off the current list price without any commitment and with the option to cancel at any time.

You will be billed monthly for this subscription and can then decide how you pass on the cost to your clients. You will also have access to monthly itemized bills displaying all of your wholesale clients for easy tracking.

What is the difference between a wholesale discount and a pass-along discount?

With the wholesale discount, you can offer your clients the best long-term discount we have available for QuickBooks Online. It is good for up to 50% off the current list price with the option to cancel at any time. Under this option, you are billed monthly for the subscription and will have an itemized view of all of your wholesale subscriptions for easy tracking.

A pass-along discount (alternatively, the “Bill-My-Client” option) gives your clients up to a 12-month discount on their subscription and then reverts the monthly charge to the then-current list price. Under this option, your client is billed directly for the subscription.

What happens if I place a new client on the wholesale discount and then our business relationship terminates?

You have the ability to easily remove any of your clients from your wholesale billing subscription at any time.
Here are the steps involved from within your QuickBooks Online Accountant product:

  1. Select the gear icon in the top right corner menu and select Your account.
  2. The Your subscriptions page will show a list of client subscriptions you are billed for.
  3. Select the client you want to remove from your subscriptions by checking the box to the left of their company name.
  4. Next to each client under the Select action column select Transfer billing to client from the drop-down.
  5. If you have more than one client you would like to remove from your billing, you have the option to move them out in one batch. On the left, check the boxes next to the companies you would like to move, select Batch actions and Transfer billing to clients.
  6. If you are the master administrator for your client’s books, be sure to transfer this roleback to your client
  7. After this point, your client will pay for the subscription and can change their billing settings at anytime.

What are the most common ways in which accountants charge their clients the cost of a subscription?

There really is no one right or wrong way to go about it. Some accountants who bill hourly simply pass along the cost of the subscription on a monthly basis, while others who bill their clients a flat fee on a monthly or quarterly basis incorporate the wholesale cost into their package price.

Are there any better discounts than wholesale for existing members of the QuickBooks ProAdvisor Program?

The Wholesale discount is the best long-term discount available for accounting professionals to offer to clients.1

Is the wholesale discount only for members of the QuickBooks ProAdvisor Program?

No. The wholesale discount is available for any accounting professional who signs up for QuickBooks Online Accountant and chooses to begin working with their clients through the QuickBooks Online platform. The wholesale discount is available for new QuickBooks Online customers only.

Is there a limit to how many clients I can sign up for a wholesale discount?

There is currently no limit to the number of clients that you can have on the wholesale discount.

Is there a cost to enroll a client into the wholesale discount?

No cost all—enrolling your clients in the wholesale discount is free. And there are no additional charges beyond the discounted subscriptions for clients you sign up. The wholesale discount is available for new QuickBooks Online customers only.

I have multiple clients I want to sign up for the wholesale discount. Is there an additional discount I would get through wholesale?

We currently offer up to 50% off the current list price for each new QuickBooks Online customer you sign up. There are no additional tiers or discounts available for signing up multiple clients.

When my clients sign into their QuickBooks Online accounts, can they see the exact price that I am being billed for under the wholesale discount?

No, your clients will not be able to see the wholesale discount price Intuit is billing you on a monthly basis in their QuickBooks Online account

Enrolling clients in wholesale

Which versions of QuickBooks Online are available under the wholesale discount?

We currently offer QuickBooks Online Essentials, Plus, Advanced and Self-Employed under the wholesale discount, and here are your options for each:

  1. Essentials, Essentials with Online Payroll, and Essentials with Full Service Payroll.
  2. Plus, Plus with Online Payroll, and Plus with Full Service Payroll.
  3. Advanced, Advanced with Online Payroll, and Advanced with Full Service Payroll.
  4. QuickBooks Self-Employed

QuickBooks Online Simple Start is not currently available under this discount.

How do I add a new client to the wholesale discount?

Here are the steps:

  1. Sign in to QuickBooks Online Accountant and you'll be taken directly to the "Add Client" screen.
  2. Fill in your client’s information and proceed to the QuickBooks subscription section.
  3. Choose Wholesale discount (firm is billed) and then select the product you want to sign your client up for.
  4. Once you have completed the team access options, click Save to bring up the credit card input screen and complete the process.

Can I offer my current clients the wholesale discount?

The wholesale discount is available for new QuickBooks Online (“QBO”) subscriptions only. If a QBOA account assumes the billing for an existing QBO clients’ subscription(s), they will be charged the then-current list price. Current subscriptions are not eligible for the wholesale discount.

Instructions to assume the billing responsibility for connected clients who pay their subscription fees directly.

  1. Click on the gear icon, then Your account.
  2. Under the Your subscriptions tab click the Add existing clients and follow the prompts.


Note, you are not able to assume billing for currently subscribed QuickBooks Self-Employed customers at this time. We hope to offer this functionality in the future.

Are there any exceptions to offer the wholesale discount to clients who already use QuickBooks Online?

Exception 1: If a QuickBooks Online Accountant ("QBOA") account (1) has connected clients; and (2) those clients have the wholesale discount (“Clients”), merges with a new master QBOA firm, the Clients are eligible to retain the wholesale discount. For more information on merging accounts, contact us: https://help.quickbooks.intuit.com/en_US/contact

Exception 2: QuickBooks Online (“QBO”) subscriptions that have secured (1) a discounted rate through the wholesale discount; or (2) a discount through the accountant promotional package (e.g., 5 for $25), and move their business to another QBOA account may retain the wholesale discount only. The accountant promotional package rate is non-transferable. QBO subscriptions with a discount through the accountant promotional package may receive the wholesale discount with the new QBOA account. The new QBOA account must add the QBO subscription through the “Your subscriptions” tab no later than 60 days from the date the original QBOA account stopped paying for the QBO subscription to secure the discount. QBO subscribers will receive an email on the date that the original QBOA account stopped paying for their QBO subscription. For subscriptions that are eligible for the wholesale discount, Intuit will apply the discounted rate within 7 business days of the QBOA account adding the QBO client through “Your subscriptions”. For questions or assistance, please contact our accountant support team using the contact information in your QBOA help menu.

Instructions to assume the billing responsibility for pre-existing QBO subscriptions.

  1. Click on the gear icon, then Your account.
  2. Under the Your subscriptions tab click the Add existing clients and follow the prompts.

Is there a limit to how many clients I can sign up for a wholesale discount?

No. There is currently no limit.

Is there a cost to enroll a client in the wholesale discount?

No. There are no additional charges for enrolling. Once your client is enrolled, you firm will be billed at 50% of the then-current list price.

I have multiple clients I want to sign up for the wholesale discount. Is there an additional discount I would get through wholesale?

No. There are no additional discounts for signing up multiple clients. We offer 50% off the current list price for the life of the subscription to each client you sign up.

However, we do offer a multi-company discount for clients with connected businesses—such as franchises or real-estate properties.

How do I upgrade an existing client on wholesale from QuickBooks Online Essentials to Plus or Advanced?

  1. Go to the gear menu and select Your account.
  2. The Your Account page will show a list of Your Subscriptions.
  3. Next to each client click Select action and select your new subscription.

Can I migrate a client from QuickBooks Desktop to QuickBooks Online through wholesale?

Yes, please follow these steps:

  1. On the QuickBooks Online Accountant client dashboard, please select Add client.
  2. Follow steps to create a new QuickBooks Online client and select Wholesale discount (firm is billed) as the billing option.
  3. Go to QuickBooks Desktop Click on Company > Export Company file to QuickBooks Online.
  4. Follow instructions on the screen to complete the process.

What if I sign up a client for the wholesale discount on Essentials, Plus, or Advanced payroll bundles but later decide to remove the payroll portion?

No problem, you can remove the payroll portion from wholesale by following these steps:

  1. Select the gear icon in the top right corner of your QuickBooks Online Accountant and click on Your account.
  2. The Your subscriptions tab on the Your Account page will show a list of your current subscriptions.
  3. Next to each client click Select action and select Cancel Payroll from the drop-down.

Can my client add Payroll on their own when they are on my wholesale subscription?

No, a client is not allowed to upgrade or add payroll when they are under your wholesale subscription. You will be able to accomplish these tasks on their behalf. Please review the Q&A right below for additional info.

How do I add QuickBooks Online Payroll or QuickBooks Online Full Service Payroll for an existing client already signed up on the wholesale discount?

Please follow these simple steps to add payroll:

  1. Go into your client’s QuickBooks Online file using QuickBooks Online Accountant.
  2. Select Employees from the left navigation pane.
  3. Click on the Turn on Payroll button.
  4. Follow the on-screen instructions.

Billing details

How will I be billed?

You will be billed once a month for all of your clients under your subscriptions. Your billing date is set based on the date of the month you add your first client onto the wholesale discount and all of your subsequent subscriptions will also be billed on this established date.

Can I be billed for my subscriptions annually?

No. Currently, billing for your clients with wholesale discounts only happens monthly.

I want to pay for the QuickBooks Online subscription and my client to pay for the Online Payroll subscription. Is this possible?

No. Currently, the wholesale discount only supports them as a bundle; therefore, different billing sources are not possible.

If I change my mind after putting a client on my wholesale discount and get charged, does Intuit have a 60-day money back guarantee?

No, Intuit does not have a money back guarantee.

When I put my client onto the wholesale discount, will it go into pending status?

No. With our new billing platform, when you add or remove a client from wholesale discount they will be active immediately and you and your client with receive a prorated refund or charge to your account depending on the action you take.

I want each of my clients on the wholesale discount to pay for their subscription with their credit card and not mine, how do I enter each of their credit cards in so they are charged individually?

Currently, your subscriptions are consolidated into one charge towards the credit card associated with your firm. It is not possible to separate the charge multiple ways.

Where can I view my monthly statement for my subscriptions?

Within your QuickBooks Online Accountant, you have access to a consolidated view that itemizes the monthly charges for all of your subscriptions. This is where you would also access all of your prior monthly bills. Here is how you can access it:

  1. Click on the Gear icon in the top right corner of QuickBooks Online Accountant
  2. Under Your Company select Your Account
  3. Click on the Billing details tab to view your bill date, payment method, and amount billed. To get your itemized invoice, select View PDF or download CSV.

When can I cancel a client's’ wholesale discount subscription?

You can stop paying for your clients’ subscription(s) at any time. When you do, be sure to transfer your admin rights to your client as well. Your client’s subscription will be cancelled. Your client will then need to resubscribe at the then-current list price.

How do I stop paying for a client’s subscription?

Please refer to the following steps to remove a client from your subscriptions:

  1. Select the gear icon in the top right corner menu and select Your account.
  2. The Your subscriptions page will show a list of client subscriptions you are billed for.
  3. Next to each client click on Select action and select Transfer billing to client from the drop down
  4. If you are the master administrator for your client’s books, be sure to transfer this role back to your client.

Who becomes the “master administrator” when my client is put on the wholesale discount?

During the sign up process for the wholesale discount, you now have the option of allowing your client to maintain “master administrator” rights or transferring them to yourself.

If I sign up a client on the wholesale discount, will I take up one of their user licenses in their QuickBooks Online subscription?

In the event that you elect to make yourself the “master administrator” during the wholesale sign up process, then yes, you will take up one of the user licenses from your clients’ subscription. However, you can avoid this by allowing your client to maintain the “master administrator” role while still enabling them to take advantage of the wholesale discount.

I have additional questions or suggestions on the wholesale discount for QuickBooks Online. What should I do?

We would love to hear your thoughts. Please visit our support page to submit your feedback.

More ways to save

Drastically reduce prices on individual subscriptions with these additional discounts. Call (877) 756-4221 to learn more and place your order.

Drastically reduce prices on individual subscriptions with these additional discounts.
Call (877) 756-4221 to learn more and place your order.

Multi-company offer

Have desktop clients with multiple companies? Buy one copy of QuickBooks Online Plus at full wholesale price, and add up to 14 companies for $5 each per month2.

Have more than 200 clients?

Firms with more than 200 clients may be eligible for an 80% discount off of QuickBooks Online Advanced.
Call (520) 848-5641 to learn more.3

1. Discount offer is valid for a limited time only. Offer available for QuickBooks Online Accountant registered users who sign up for wholesale pricing only. Discount available for then-current list price of QuickBooks Online (“QBO”) for the life of a new subscription. Offer limited to new QBO subscriptions only. List price subject to change at any time at Intuit’s sole discretion. Terms, conditions, pricing, features, service and support options are subject to change without notice.

2. Eligibility: This offer is eligible to accounting firms who register or have registered for Intuit QuickBooks Online Accountant. Small business clients that would qualify the Accountant for this discounted pricing are limited to clients running multiple companies out of a single instance of software. Starting October 2, 2017 and for a limited time thereafter, eligible QBOA Customers will be entitled to obtain a multi-company discount package of 2-15 QuickBooks Online Plus subscriptions for a client with multiple companies, if purchased in one order, at the discounted price of $5 USD per QBO Plus subscription per month for their clients (“Client(s)”) using the “bill my firm” (wholesale) invoicing option. “Bill my firm” (wholesale) invoicing means that the accountant will be charged for the subscription fees. This offer requires the first QuickBooks Online Plus subscription (the “primary company”) to be charged at the then current Wholesale Billing price. This offer is applicable to new QBO files only – existing QBO files cannot participate. If an accounting firm has purchased a 5 for $5 package, all subscriptions have to be activated before the firm can purchase any Multi-company packages. This offer excludes small business clients currently using QuickBooks Enterprise. This offer excludes firms that already have a strategic partnership with Intuit QuickBooks that includes negotiated commercial agreements which shall be determined at Intuit's sole discretion. The offer is only available to accounting firms that are legally based in the US. This offer cannot be combined with any other QBO offer. See full terms and conditions.

3. FOR QUICKBOOKS ONLINE ACCOUNTANT CUSTOMERS WHO TAKE ADVANTAGE OF THE QUICKBOOKS ONLINE ADVANCED 80% DISCOUNT FOR 4 YEARS OFFER - EXPIRES 7/31/2019
Eligibility: This offer is eligible to accounting firms who register or have registered for QuickBooks Online Accountant (“QBOA” or “Firm(s)”), who use the Wholesale Discount (firm is billed) option for the QuickBooks Online Advanced (“QBO Advanced”) subscription fees and currently have 200 or more clients. The Wholesale Discount (firm is billed) invoicing option means that the QBOA user agrees to pay for the QBO Advanced subscription fees (“Wholesale Billing”). At a minimum to qualify, a QBOA customer must register 100 new QBO Advanced subscriptions through Wholesale Billing within the first 18 months after the first date of enrollment. The QBOA customer may either register new QBO Advanced subscriptions or upgrade existing QBO Plus customers to a QBO Advanced subscription. To take advantage of this offer, you must call 520-848-5641. Cannot be combined with any other Intuit offer. Offer valid only in the US and is non-transferable.
Pricing: Eligible QBOA customers will be entitled to 80% off the monthly list price for QBO Advanced for the first four (4) years of the service starting from the date of enrollment, followed by the then-current price for the service. QBOA customers may upgrade QBO Plus subscriptions on their Wholesale Billing to QBO Advanced. Only new subscriptions must be purchased in a bundle of 10 QBO Advanced subscriptions (10 QBO Advanced subscriptions, each with 80% off the monthly list price for 4 years).Offer expires July 31, 2019. List price subject to change at any time at Intuit’s sole discretion. All prices are quoted without sales tax. If you add or remove services, your service fees will be adjusted accordingly.Term of Offer: All QBO Advanced subscriptions must be entered through Wholesale Billing via a Sales Agent at the phone number provided above, and activated within 6 months of offer sign up. Discounted pricing is good for the first four (4) years of the subscription and must be on Wholesale Billing for the entire duration of the offer period. The discount will be terminated for any subscriptions which are not activated within the 6 month activation period. If the QBOA customer is unable to register 100 new QBO Advanced subscriptions through Wholesale Billing within the first 18 months, the price will change to the then-current price for the service. The discount is valid only for the named individual or company that registered for QBO Advanced subscription and cannot be transferred to another client, individual, QBOA customer or company.
Billing: The QBOA customer's account will automatically be charged on a monthly basis. The first bill date will be on the date of enrollment unless the QBOA customer already has other QuickBooks subscriptions through Wholesale Billing, in which case the charge will be deferred to the next existing bill date at a prorated rate for all active subscriptions, including those at the discount price for 12 months, followed by the then-current Wholesale Billing list price until the billing for subscription is transferred or the subscription is terminated. Subscriptions will be charged to your credit card through your account. Payment is due, in full, immediately upon monthly invoicing.
Cancellation: To remove the QBO subscription from your Wholesale Billing, please click here and follow the prompts. All future monthly subscription charges will be transferred to the QBO company at the then-current list price. You may remove subscriptions from your Wholesale Billing at any time. Transfer of the billing for the subscription will become effective at the end of the monthly billing period and then the QBO company will be responsible for the then-current list price of the subscription fees. You will not receive a pro-rated refund. Transfer of the billing for the subscription will not terminate the QBOA customer’s user rights. For more information on managing user rights or deleting clients, please see here.
QuickBooks Online and QuickBooks Online Accountant require a persistent internet connection (a high-speed connection is recommended) and a computer with a supported Internet browser or a mobile phone with a supported operating system (see System Requirements). Network fees may apply. Terms, conditions, pricing, special features, and service and support options subject to change without notice.