Proadvisor discount How do I add clients I converted from desktop to QBO that are on a trial right now to get my discount?

Welcome to the Community, @jworsh. I'm here to provide the steps to make sure you can add your clients to your ProAdvisor Preferred Pricing plan seamlessly.

There are two ways to include your clients with the ProAdvisor subscription discount. The first one is to continue subscribing to QuickBooks for them, which you have already done. It will let you pick the products that best fit their needs. Here's how:

1. Select the ProAdvisor discount in the QuickBooks section to add your client to your ProAdvisor Preferred Pricing plan.
2. Review the QuickBooks and payroll products that are offered in each section. Please keep in mind that a payroll product must be included in your ProAdvisor Preferred Pricing plan if your client requires one. They can't purchase and pay for their payroll plan on their own.
3. Choose which products you want to subscribe your clients to.
4. If you also plan to do admin work for your client, select the Make me the Primary Admin checkbox.
5. Once everything's good, select Save.

For the second option, you can add your clients to your ProAdvisor discount who want to pay for their own QuickBooks subscription. You can give them a direct discount and let them handle their own billing and subscription moving forward. Here's how:

1. Select the Direct discount in the QuickBooks section. This gives your client a discount, but they will pay for their own subscription to QuickBooks.
2. If you also plan to do admin work for your client, select the Make me the Primary Admin checkbox.
3. When you're ready, select Save.

QuickBooks connects their accounts and adds them to your client list. You're now able to go through their books and make changes.

Additionally, check out these articles that cover all the details on how to add a new client to your ProAdvisor discount plan, remove one, as well as check the discount charges and how ProAdvisor Preferred Pricing works: 

• Manage your ProAdvisor Preferred Pricing plan and ProAdvisor discount clients
• Everything you need to know about ProAdvisor Preferred Pricing

Stay in touch if you have other questions about managing your clients' subscriptions. I’m always ready to help and get this taken care of for you. Have a great day ahead!

thank you for responding! I am still having trouble with this. Is there someone that could speak or chat with me to help me move each one over? 

@jworsh 

Just to clarify. Are you in the US and have a QBO Accountant US account?

Thank you for coming back to the Community, jworsh.

I can answer any questions you may have about QuickBooks. However, I just have to ask for more details about the issue to help me get on the same page.

Did you receive any errors when moving your clients to your subscription? Have you tried following the solutions provied by my colleague? Can you share the result and what specific steps you need help with? This will help me check if we have a reported issue and ensures a timely solution.

While waiting for your response, you can browse these articles to learn more about moving clients to your firm. You'll also see the instructions on how to take over their billing.

• Add clients to QuickBooks Online Accountant 
• Transfer clients to your ProAdvisor Preferred Pricing program in QuickBooks Online 
  
  

I appreciate any information you can provide. I’m looking forward to working with you again, jworsh.