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.

Note: You can use split billing to charge your company or client separately. Your firm can pay for QuickBooks Online while your client pays for add-ons (such as QuickBooks Online Payroll, QuickBooks Payments and QuickBooks Time).

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 client's 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. Review your payroll-specific expenses.
5. 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 All clients tab, then select Show only accountant-billed 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 All clients tab.
4. Select the client you want to remove.
   Note: If the client is currently inactive, make them active first.
5. Under the Action column, from the Client actions ▼ 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 can choose to remove themselves from the accountant-billed subscription plan and start paying for their subscription themselves. You'll be notified via email if your client makes this change. 

Notes:

• Your client must be the primary administrator of the account to perform these steps.
• Promotional discounts that apply to the rest of the subscriptions in your bundle will not be affected.
• If your client changes their mind, you can add them back into your ProAdvisor Preferred Pricing plan.

Remove payroll for a ProAdvisor discount client

1. In QuickBooks Online Accountant, go to Settings ⚙ and select Subscriptions and billing.
2. Select All clients tab.
3. Expand the client account.
4. From the Action column ▼ dropdown, select Cancel.
5. Select Confirm transfer.