QuickBooks Accountant terms and conditions
1. Eligibility for a specific Promotional Offer is to be set out in the Offer Summary Table. To be eligible for the Promotional Offer you:
A. Must have or have registered for QuickBooks Online Accountant (QBOA) or Intuit Accountant Suite (IAS) at the time of purchase;
B. Must be located in the jurisdiction in which the Offer is marketed;
C. Must be a registered tax agent or bookkeeper, or a member of a specific professional association in the accounting or bookkeeping field (if you are in a jurisdiction where such registration or membership is required in order for you to practise as a tax agent or bookkeeper); and
D. Must not have purchased the same subscription type under a different promotional offer and cancelled that subscription in the 12 months prior to purchasing under this Offer;
2. Pricing: Prices not available in USA, Canada, UK, Australia. The promotional discount will apply for the Offer Period in the Offer Summary Table. On expiry of the Offer Period, (or sooner in accordance with these Terms and Conditions), the price of the subscriptions will change to the then-current wholesale price available on our website pricing page.
3. Billing and transferring payment responsibility
A. Billing: Monthly Offers: Eligible customers who have QBOA or IAS will automatically be charged on a monthly basis on the billing enrolment date for their bundle(s) purchased under this Offer. Payment is due in full immediately upon monthly invoicing.
B. Transferring responsibility for paying for a subscription: You may transfer the responsibility for paying for subscription purchased under this Offer to your customer, however this will void the promotional pricing applied to the subscription and your customer will be liable to pay the retail price of the particular QuickBooks Online subscription. This change will not impact the promotional pricing of the remaining subscriptions purchased in a bundle under this Offer that remain billed to your firm. You will not receive a prorated refund for any fees paid in advance of the date of transfer of the subscription that was transferred to your customer’s account.
4. Conditions of Offer: The promotional pricing under this Offer may be revoked at any time during the Offer Period if you:
A. Do not ‘activate’ a subscription purchased under the Offer within the time period set out in the Offer Summary Table.
B. Make changes to your subscriptions: You may upgrade or downgrade your QuickBooks Online subscriptions purchased under this Offer at any time during the Offer Period, but downgrades to less expensive subscriptions will result in you voiding the promotional price on all subscriptions purchased in that bundle under the Offer and the price of all subscriptions will revert to Intuit’s then current wholesale subscription price.
C. Cancellations: To cancel your Intuit QuickBooks subscription at any time go to Settings > Subscription & Billing and select “Cancel.” Your Intuit QuickBooks subscription cancellation will become effective at the end of the monthly billing period. You will not receive a pro-rated refund; your access and subscription benefits will continue for the remainder of the paid-up billing period. If you cancel a subscription purchased as part of a bundle under this Offer, you may replace it with a subscription of equal or greater value within 2 months of the cancellation date. Failure to replace the cancelled subscription within the 2 month period will result in you voiding the promotional price on the remaining subscriptions in your bundle and the price of all subscriptions will revert to Intuit’s then current wholesale subscription price. Important note about cancellations: If you cancel any or all of the subscriptions purchased under this Offer, you will not be entitled to purchase the same subscription type under a different lower priced promotional offer within 12 months from the date of your purchase of subscriptions under this Offer without Intuit’s prior approval. If prior approval is not obtained, Intuit reserves the right to revoke the promotional price at any time during the Offer period.
5. Other terms
A. Intuit rights to change. Intuit reserves the right to withdraw or modify this Offer, in whole or part, at any time, upon giving you reasonable notice of the change. Product terms, conditions, features, functionality, service and support options are subject to change.
B. Intuit’s right to refuse or revoke the Offer. Intuit reserves the right to request information to verify the eligibility of any customer for the Offer and also to ascertain whether these terms and conditions have been complied with. Acceptance of such verification information is at the reasonable discretion of Intuit. Intuit may revoke an Offer at any time if it considers that the purchaser did not meet the eligibility requirements or has not complied with these Terms and Conditions.
DEFINITIONS
New Customers - Has NOT held a QuickBooks subscription prior to this purchase.
Existing Customers - Has previously held a QuickBooks subscription prior to this purchase.
What does ‘activate a subscription’ mean?
Activation of a QuickBooks Online subscription means assigning a ‘new client’ of your firm (ie a small business) to a QuickBooks Online subscription and completing an action within QuickBooks Online in that subscription as described below.
Activations must be for ‘new clients’ only. A ‘new client’ is one that has not previously held a QuickBooks Online subscription in the 6 months prior to the day you have assigned them to one of your previously purchased subscriptions.
How to activate a subscription:
Step 1: Assign a client to a QuickBooks Online subscription
Simply log in to QBOA or IAS and change the display name of your Eligible QBO Subscription from ‘placeholder’ to your new client’s business name.
Step 2: Complete one or more actions within QuickBooks Online by the half way point of the Offer Period (for example, if the Offer Period is 12 months long, activation must be completed by the end of month 6).
After assigning a client to the QuickBooks Online subscription, you will need to complete at least one of the below actions to complete the activation:
- Connect a bank feed
- Connect to a QuickBooks partner app from the Intuit App Store for example QuickBooks Payroll powered by Employment Hero for Australian customers
- Complete a Books Review and/or a tax or compliance report (for example, a GST, VAT or SST return, where applicable)
- Complete a data migration with one of our migration partners or upload a set of banking transactions
- Take any other steps to show active use of the QuickBooks Online subscription
If this activation condition is not met within the required timeframe as set out in step 2 above, then all subscriptions purchased in that bundle under this Offer (regardless of whether some have been activated) will revert to Intuit’s then-current wholesale subscription price.
