Manage your ProAdvisor Preferred Pricing plan and ProAdvisor discount clients

Learn how to manage clients who are part of your ProAdvisor discount plan and review its charges.

As a ProAdvisor, you can add clients to your ProAdvisor discount plan to get discounted rates on QuickBooks. Need to know which clients are already part of your ProAdvisor discount plan? Here's how to review your ProAdvisor discount plan and manage wholesale discount clients.

In this article, you'll learn how to:

• See your ProAdvisor discount charges
• Add a new client to your ProAdvisor discount plan
• Review your ProAdvisor discount clients
• Change a ProAdvisor discount clients' QuickBooks subscription
• Remove a client from your ProAdvisor discount plan
• Self-migrate out for firm-billed clients
• Remove payroll for a ProAdvisor discount client

See your ProAdvisor discount charges

1. In QuickBooks Online Accountant, go to Settings ⚙ and select Subscriptions and billing.
2. Select the Billing details tab.
3. Review your current and next bill.
4. In the Billing and payment history section, review your past bills.

Add a new client to your ProAdvisor discount plan

Here's how you can add new customers to ProAdvisor discount and start a subscription for them.

If your client already has a QuickBooks subscription, here's how to take over a client's direct billing.

Review your ProAdvisor discount clients

To check a client's company name, subscription status, and product they're using:

1. In QuickBooks Online Accountant, go to Settings ⚙ and select Subscriptions and billing.
2. Select Accountant-billed subscriptions tab to review your ProAdvisor clients.

Change a ProAdvisor discount client's QuickBooks subscription

Here's how you can upgrade or downgrade a clients' QuickBooks Online subscription.

Remove a client from your ProAdvisor discount plan

When you remove a client from your plan, they'll start paying for their subscription themselves. It doesn't impact their accounting data in any way.

Note: Their subscription won't be the same rate you paid since you got a ProAdvisor discount.

1. If you haven't already, make your client the primary admin of their company file.
2. In QuickBooks Online Accountant, go to Settings ⚙ and select Subscriptions and billing.
3. Select the Accountant-billed subscriptions tab.
4. Select the client you want to remove.
   Note: If the client is currently inactive, make them active first.
5. From the Action column ▼ dropdown, select Transfer billing to client.
6. Select Confirm transfer.

After you remove a client, they have read-only access to their QuickBooks company until they update their billing info. They can see their accounting data, but can't make changes.

Self-migrate out for firm-billed subscriptions

Your clients who are designated primary admin users of the QuickBooks subscription associated with their business can opt to take back ownership over their QuickBooks subscription. You will be notified via email if your client makes this change. 

They can do this by going to Settings ⚙, selecting Subscriptions and billing, and then selecting Allow billing transfer to your accountant?. They will then be prompted to resubscribe and pay directly for their subscription at current retail prices.

From the date this change is made, you will no longer own this QuickBooks subscription or be responsible for paying the monthly fees for it.