Manage your Accountant Preferred Pricing plan and Accountant discount clients

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

As a Accountant, you can add clients to your Accountant 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 Accountant discount plan and manage wholesale discount clients.

We've improved the billing and subscription experience for QuickBooks Online Accountant. Watch this video to see the new updates.

See your Accountant 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 Accountant discount plan

Here's how you can add new customers to Accountant 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.

Add a client to a bureau license

1. In QuickBooks Online Accountant, go to the Clients menu.
2. Find the client and select Edit client on the license you wish to use.
3. Change the placeholder name to the client’s name and then select Save.
4. Once the client’s name has been changed, select the Go to QuickBooks link in the toolbar to go into the client’s QuickBooks Online file, and change the company name within the license.
5. If you want to add the client, ask them to invite you to become their accountant by going to Settings ⚙, then Manage users. 

Review your Accountant 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 Accountant clients.

You can expand the client account to see a breakdown of the charges associated with the client and the plan they are on.

Change an Accountant discount client's QuickBooks subscription

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

Remove a client from your Accountant 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 an Accountant 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.

Client steps to remove themselves from accountant-billed plans

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 Accountant Preferred Pricing plan.