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 cancel subscription experience.

In this article, you'll learn how to make the following changes in 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. Log into QuickBooks Online Accountant.
2. Select Clients from the left-hand menu.
3. Select Add client.
4. Complete the new client form.
5. Select the appropriate option for QuickBooks Online subscriptions. Payroll can be added later, using the billing and subscription tab.
6. 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.
7. Select Add next to Payment Method if a payment method is not on file.
8. Select Save.
9. Review add client confirmation pop-up.

Add payroll to an existing client

1. Select the gear icon in the upper right-hand corner.
2. Select Subscriptions and billing.
3. Choose the Accountant-billed subscriptions tab from the tabs available.
4. Find the client.
5. Select Select Action.
6. Select Add Payroll from the dropdown menu.
7. Select the appropriate payroll subscription.
8. Review the monthly charges for the subscription and add employee fee.
9. Select Subscribe. Once the subscription is added, it will be shown with the client subscriptions.
10. After subscribing, you will be taken into the client file to begin the payroll setup.

Add QuickBooks Time to an existing client

1. Select the gear icon in the upper right-hand corner.
2. Select Subscriptions and billing.
3. Choose the Accountant-billed subscriptions tab from the tabs available.
4. Find the client.
5. Select Select Action.
6. Select Add QuickBooks Time from the drop-down menu.
7. Select the appropriate QuickBooks Time subscription.
8. Review the monthly charges for the subscription.
9. Select Subscribe.

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

Migrate in an active account

1. Log into QuickBooks Online Accountant.
2. Select the gear icon in the upper right-hand corner.
3. Select Subscriptions and billing.
4. Select the Client-billed subscriptions tab.
5. Expand the client account.
6. Select Transfer billing to me.

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 summary.
8. Select See estimated charges.
9. Review the estimated charges. This will show the monthly charges for the subscription and cost per employee.
10. Select OK.
11. Confirm billing information.
12. Select Transfer billing to me.
13. Review the migration confirmation summary pop-up.
14. Select Get Started.

Migrate in a cancelled account

1. Log into QBOA.
2. Select the gear icon in the upper right-hand corner.
3. Select Subscriptions and billing.
4. Select the Client-billed subscriptions tab.
5. Select Cancelled clients.
6. Expand the client account.
7. Select Transfer billing to me.
8. Review the subscription reactivation pop-up.
9. Confirm the billing information.
10. Select Transfer billing to me.
11. Review the migration confirmation summary pop-up.
12. 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. Log into QuickBooks Online Account.
2. Select the gear icon in the upper-right corner.
3. Select Subscriptions and billing.
4. Select the appropriate subscription type tab.
5. Expand the client account.
6. Select the Select Action arrow next to the product to cancel.
7. Select Cancel.
8. Review the cancellation request screen.

Note: This screen will tell the customer the date on which their subscription will be cancelled.

9. 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. Log into QuickBooks Online Accountant.
2. Select the gear icon in the upper right-hand corner.
3. Select Subscriptions and billing.
4. Select the appropriate subscription pay tab.
5. Expand the client account.
6. Select Transfer billing to me.
7. Review the estimated charges.
8. Confirm the billing information.
9. Select Transfer billing to me.
10. Review the subscription confirmation summary pop-up.
11. Select Get started. The account will now show as Subscribed.