Accountant billing and client management changes (Canada)

What's happening

Important changes are rolling out for all QuickBooks Online Accountant users, with a new and improved billing invoice, add new client experience, and a cancel subscription experience.

In this article, you'll learn how to make the following changes to the improved experience:

• Add a new client
• Add Payroll to an existing client
• Add QuickBooks Time to an existing client
• Migrate in an active account
• Migrate in a cancelled account
• Cancel a subscription
• Resubscribe a cancelled subscription

Improved billing invoice

Based on your feedback, we have improved the billing invoice. The new billing invoice is detailed at the right level, easy to understand, and has information that is the most relevant.

The following changes have been made:

• Invoices have been divided into 2 sections to:
  • Give a summarized view of the subscriptions and charges for the month.
  • Give a detailed view of billing for each client.
• One-time and prorated charges are explained clearly and with the effective dates.
• Tiered charges are explained with the charges on respective tiers.
• Any changes to the bill will be called out, including but not limited to:
  • Discounts ending for a client
  • Client transferred out
  • Adding a new client

Add new client experience

We have improved the experience of adding a new client with QuickBooks Online or Payroll. This includes clients with an active subscription, clients with a cancelled subscription, adding Payroll to a client account, and transferring billing from the client to the accountant.

Add a new client

1. Go to Clients and select Client list (Take me there).
   Note: If you are using QuickBooks Online Accountant, go to Clients.
2. Select Add client.
3. Complete the new client form and select Next.
4. Select the appropriate option for QuickBooks Online subscriptions.
5. Review the monthly charges and cost per employee for the new subscription. To add a wholesale client, the company payment method must be added if not on file.
6. Select Add payment method if a payment method is not on file.
7. Select Place order.
8. Review the add client confirmation pop-up.

Add payroll to an existing client

1. Go to Settings and select Subscriptions and billing.
2. Select All clients tab.
3. Find the client, then select ▼ dropdown from the Action column and select Add Payroll.
4. Select the appropriate payroll subscription.
5. Review the monthly charges for the subscription and add employee fee.
6. Select Confirm.
7. Select Subscribe. Once the subscription is added, it will be shown with the client subscriptions.
8. After subscribing, you will be taken into the client file to begin the payroll setup.

Add QuickBooks Time to an existing client

1. Go to Settings and select Subscriptions and billing.
2. Select All clients tab.
3. Find the client, then select ▼ dropdown from the Action column and select Add QuickBooks Time.
4. Select the appropriate QuickBooks Time subscription.
5. Review the monthly charges for the subscription.
6. Select Confirm.
7. Once the subscription is added, select Get Started.

Note: Once the subscription is added, it will be shown with the client subscriptions.

Migrate in an active account

1. Sign into QuickBooks Online Accountant.
2. Go to Settings and select Subscriptions and billing.
3. Select Show only client-billed.
4. Expand the client account.
5. Select Transfer billing to firm from the Action column.
   Note: The client will need to provide permission to allow billing transfer. The permission is valid for two days, once given.
6. Review the Subscription summary. This will show the monthly charges for the subscription and the cost per employee.
7. Select Transfer billing to me.
8. Review the migration confirmation summary pop-up.
9. Select Get Started.

Migrate in a cancelled account

1. Sign into QuickBooks Online Accountant.
2. Go to Settings and select Subscriptions and billing.
3. Select Show only client-billed.
4. Select Cancelled clients.
5. Expand the client account.
6. Select Transfer billing to firm from the Action column.
   Note: The client will need to provide permission to allow billing transfer. The permission is valid for two days, once given.
7. Review the subscription reactivation pop-up.
8. Confirm the billing information.
9. Select Transfer billing to me.
10. Review the migration confirmation summary pop-up.
11. Select Get started.

Cancel subscription experience

We've improved the cancel experience to make the process easier and more intuitive. This will include a survey to make sure payroll tax needs are handled correctly.

Cancel a subscription

1. Sign into QuickBooks Online Accountant.
2. Go to Settings and select Subscriptions and billing.
3. Select All clients tab.
4. Expand the client account.
5. Select ▼ dropdown from the Action column and select Cancel.
6. Review the cancellation request screen.
   Note: This screen will tell the customer the date on which their subscription will be cancelled.
7. Select Confirm transfer. The account will now reflect the scheduled cancellation.

New subscription renewal experience

The ability to resume a cancelled subscription is now handled on the same subscriptions and billing screen as cancel and add subscription.

Resubscribe a cancelled subscription

1. Sign into QuickBooks Online Accountant.
2. Go to Settings and select Subscriptions and billing.
3. Select All clients tab.
4. Expand the client account.
5. Select Transfer billing to firm from the Action column.
   Note: The client will need to provide permission to allow billing transfer. The permission is valid for two days, once given.
6. Review the Subscription summary. This will show the monthly charges for the subscription and the cost per employee.
7. Confirm the billing information.
8. Select Transfer billing to me.
9. Review the subscription confirmation summary pop-up.
10. Select Get started. The account will now show as Subscribed.