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Everything you need to know about ProAdvisor Preferred Pricing

SOLVED•by QuickBooks•QuickBooks Accountant Online•88•Updated November 22, 2021

Learn how ProAdvisor Preferred Pricing works so you can pass discounts on to your clients.

As a ProAdvisor, you can subscribe to the ProAdvisor Preferred Pricing program, a streamlined discount program that helps you grow your practice and your clients' business. You can offer exclusive discounts to clients who are new to QuickBooks Online.

For the latest info, visit the ProAdvisor Preferred Pricing website.

Note: ProAdvisor Preferred Pricing replaces the wholesale discount program for new subscriptions added on or after July 15, 2021.

How ProAdvisor Preferred Pricing works

Based on input from accounting professionals like you, ProAdvisor Preferred Pricing was designed to provide best-in-class discounts with the flexibility needed to match the way you manage client subscriptions. In an effort to offer a simpler pricing system across our ecosystem, the ProAdvisor Preferred Pricing program includes QuickBooks Online, QuickBooks Online Payroll and QuickBooks Time.

Through the ProAdvisor Preferred Pricing program, you can pay the cost of a client's subscription or have them pay directly on their own. Either way, being part of the ProAdvisor Preferred Pricing program lets you pass along pricing discounts to your clients.

With the ProAdvisor discount, you pay for your client’s subscription and can offer ongoing discounts off the current list price with the option to cancel at any time. Each month, you're billed monthly for clients' subscriptions and you get an itemized view of all of your firm-billed subscriptions for easy tracking.

If your client decides to be billed directly, you can give your clients a Direct discount on their subscription for a limited time.

Advantages of ProAdvisor Preferred Pricing

  • Long-term discounts - ProAdvisor Preferred Pricing provides the best long-term savings option to your firm and clients, including our only ongoing discount. This ongoing QuickBooks Online discount is only available through this program for accounting professionals like you. Note: The ProAdvisor Preferred Pricing depends on the current list price of the subscription, and is subject to change.
  • Flexibility - ProAdvisor Preferred Pricing gives your firm flexibility for what it can offer. With the ProAdvisor discount, you can include the cost of QuickBooks Online as part of your firm's services or invoice customers for a specific discounted rate. If you want for your client to pay, you can select the Direct discount. It's up to your firm.
  • Peace of mind - With the ProAdvisor discount, your customers don't have to worry about subscriptions or fees since you handle it all for them.

Get started with ProAdvisor Preferred Pricing

To get started, make sure your firm's billing and subscription info are up-to-date.

Learn how to add new clients, and check out our step-by-step guide on how to manage your ProAdvisor Preferred Pricing program. For the latest discount information, visit the ProAdvisor Preferred Pricing website.

Common questions about ProAdvisor Preferred Pricing

Enrolling clients

Yes. Here’s how to do it:

  1. In QuickBooks Online Accountant, go to the Clients menu and select Add client.
  2. Follow the steps to create a new client. Select ProAdvisor discount (we bill your firm) as the billing option.
  3. In QuickBooks Desktop, go to the Company menu and select Export Company file to QuickBooks Online.
  4. Follow the instructions on the screen to finish moving your client to QuickBooks Online.

Learn more about how to add a new client to QuickBooks Online Accountant and how to move a QuickBooks Desktop file to QuickBooks Online.

Yes. Here’s how to remove the add-on product from your client’s plan:

  1. In QuickBooks Online Accountant, go to Settings ⚙ and then Subscriptions and billing.
  2. Select the Your subscriptions or Accountant-billed subscriptions tab.
  3. Select the client whose plan you want to change.
  4. Look for the subscription you want to remove. From the Select action ▼ dropdown, select Cancel.

During the sign-up process for ProAdvisor Preferred Pricing, you can choose to let your client remain the primary admin for their QuickBooks company or transfer the primary admin role to yourself.

Billing

To get monthly statements that itemize the charges for all your subscriptions, take these steps:

  1. In QuickBooks Online Accountant, go to Settings ⚙ and then Subscriptions and billing.
  2. Select the Billing details tab to see your bill date, payment method, and amount billed. To get an itemized invoice, select View PDF or Download CSV.

You can stop paying for your client’s subscription at any time by taking these steps:

  1. In QuickBooks Online Accountant, go to Settings ⚙ and then Subscriptions and billing.
  2. Select the Your subscriptions or Accountant-billed subscriptions tab.
  3. Select the client you want to remove. Note: If the client is currently inactive, make them active first.
  4. From the Select action ▼ dropdown, select Transfer billing to client.
  5. If you’re the primary admin for your client’s books, transfer this role back to your client.

After you remove a client, they have read-only access to their QuickBooks company. They can see their accounting data but can't make changes. Clients get full access once they update their billing info. Your client can resubscribe at the then-current list price.

Learn more about managing your ProAdvisor Preferred Pricing plan and clients.

No. When you pay for your client’s subscription, it doesn’t affect the billable user count. Learn more about user roles and access rights in QuickBooks Online. 

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