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1433092075
Level 2

Do Agents have to pay for their own Accounts with QB Online please?

The original 'deal' was for 10 clients at £1 pcm and our own Accounts were handled for free

1 REPLY 1
KimberlyS
QuickBooks Team

Do Agents have to pay for their own Accounts with QB Online please?

We appreciate you for being part of this forum, @1433092075. I'll provide scenarios to determine whether agents pay for their QuickBooks Online (QBO) account.

 

If the "Agents" you're referring to are ProAdvisors or accountants, they no longer have to pay for their accounts. You can sign up for QuickBooks Online Accountant for free, which you'll only be billed for if you add clients to your firm.

 

If what you mean by "Agents" are clients, they also don't need to pay for their QBO accounts separately. You, as the ProAdvisor, will handle the charges as you'll be the one to receive the billing for their subscriptions. Regarding your original deal, you'll want to verify them by reviewing the breakdown of your ProAdvisor discount charges.

 

Here's how:

 

  1. Sign in to your QuickBooks Online Accountant account.
  2. Head to Settings, then Subscriptions and billing.
  3. Select the Billing details tab.
  4. Review your current and next bill, then your payroll-specific expenses.
  5. To check previous bills, go to the Payment history section.

 

Also, you can visit this website to determine the possible monthly subscriptions for your clients added to your ProAdvisor discount: Accounting Software for Accountants & Bookkeepers.

 

To guide you further with handling your plan and clients, browse this article: Manage your ProAdvisor Preferred Pricing plan and ProAdvisor discount clients.

 

Moreover, this material will introduce you to accountant-specific tools that streamline your management of client accounting records: Use accountant tools and features in QuickBooks Online Accountant.

 

Kindly leave a message in this thread for additional questions regarding the ProAdvisor preferred pricing plan or other concerns navigating QuickBooks Online Accountant. We'll get back to you with all the data you need.

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