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Learn about exceptions for transferring firm-billed discounts with ProAdvisor Preferred Pricing

Learn about situations where existing QuickBooks Online subscriptions are eligible for firm-billed discounts after the ProAdvisor Preferred Pricing program launches.

When ProAdvisor Preferred Pricing launches on July 15, 2021, your clients who already have firm-billed subscriptions will continue with the wholesale discount. If you upgrade or downgrade a client's subscription, or move them to a new accountant, they will be eligible for the ProAdvisor Preferred Pricing discount. 

Here are other situations where clients with active subscriptions are eligible to maintain a firm-billed discount.

Moving to a new accountant

A client may decide to move from another QuickBooks Online Accountant firm to yours. Beginning on July 15, 2021, they will be eligible for the ProAdvisor discount if you add them to your firm-billed subscriptions within 60 days of the date the other firm stops paying for the client’s subscription. We automatically re-apply the discount within 7 business days of when the client moves to your firm. We also refund for overcharges if they happen. 

Firm mergers, required transfers, and accidental removals

Your clients can keep their existing firm-billed discount (including legacy wholesale discounts) if you move them from another QuickBooks Online Accountant file to a new one for reasons including: Mergers, entity changes, file corruption issues, accidental removal, or reaching client limits in QuickBooks Online Accountant. We automatically re-apply the discount within 7 business days of when the client moves to the new firm's subscriptions. We also refund for overcharges if they happen.

Still have questions? 

Reach out to our accountant support team from the help menu in QuickBooks Online Accountant. We’ll help you figure out how the discount programs apply for your clients.

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