Get started with QuickBooks ProAdvisor Preferred Pricing revenue share in QuickBooks Online

Learn how to get started with the QuickBooks ProAdvisor Preferred Pricing revenue share program for QuickBooks Online, QuickBooks Payroll, and QuickBooks Time.

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As an accountant, we realize how much work it takes to recommend and set up QuickBooks products for your clients. Revenue share is our way of giving back to you as you help us grow QuickBooks. When you sign up for the revenue share program and help your clients get started with QuickBooks Online, QuickBooks Payroll, and QuickBooks Time, here are the benefits you’ll get:

• Grow revenue:
  • You receive 30% revenue for the first 12 months of your client’s QuickBooks Online or QuickBooks Time Subscription.
  • If your clients add a QuickBooks Online Payroll subscription, you get 30% of the base fee for that subscription, plus an additional 15% per employee for the first 12 months.
  • If your clients add QuickBooks Payments, you get 20% of the net revenue of your clients' payment processing fees for 3 years after signup.
    • Revenue share for QuickBooks Payments is only available for clients who
      • Sign up for a new Payments subscription
      • Are a US based company
      • Remain in good standing with Intuit.
• Client discount: You pass along
  • a 50% discount to your client for the first 3 months of the subscription. They're also offered a free 30-day trial. This offer can't be combined with the ProAdvisor Preferred Pricing discount.
  • ongoing Payments discounts and save 25% on processing fees.
• Save time: Your clients are charged directly, so you can spend more time with your client and less time managing subscriptions.

Sign up for revenue share

You will need your W-9, EIN or SSN, ACH banking info (where to receive payment), and some general identity verification to sign up. The application will auto generate your W-9. Make sure your W-9 is filled out correctly before you submit your application.

1. Sign in as the primary admin in QuickBooks Online Accountant. 
2. Go to Settings ⚙, then Subscription and Billing. 
3. Select Revenue share payouts. 
4. Select Get started and follow the steps.

Once your application is complete, you’ll be notified once your account has been approved, usually within 3–5 business days. If your application was rejected for any reason, you can reapply or contact our support team.  

Fix rejection when names don't match

A common reason for rejection is names don't match. Make sure Your name on your W-9 is the same as the name on your QBOA account.

If you need to update your name on your QBOA account, go to accounts.intuit.com and update your name in Personal Info.

Update your W9

1. Sign in as the primary admin in QuickBooks Online Accountant. 
2. Go to Settings ⚙, then Subscription and Billing. 
3. Select Revenue share payouts. 
4. Select Get started and follow the steps.
5. Select Add New Bank in the dropdown, enter the correct name for the account, and then select Next.
   Note: You can't edit existing bank accounts. You can only add a new account.
6. When asked to Tell us where to pay you, enter the correct name in Account holder name. Enter all other info and then select Next.

Add a client to revenue share

For QuickBooks Online, QuickBooks Time, and Payroll

1. Sign in as the primary admin in QuickBooks Online Accountant. 
2. Go to Settings ⚙, then Subscription and Billing. 
3. Select Revenue share payouts. 
4. Select Add client. 

For QuickBooks Payments

1. Sign in as the primary admin in QuickBooks Online Accountant. 
2. Go to Settings ⚙, then Payments Revenue Share.
3. Select Eligible then Invite next to an eligible client.

View and manage your payouts

Notes:

• The first revenue share payout is calculated based on the first paid month. It may take one to two months to begin receiving payouts. For example, if a client opts for a 30 day free trial, you will not receive any revenue until the month after they begin their paid subscription. 
• If your client upgrades or downgrades their subscription during their first paid 12 months, your payout will be adjusted accordingly. 
• You will be paid via direct deposit to the account you specify during enrollment. 

1. Sign in as the primary admin in QuickBooks Online Accountant. 
2. Go to Settings ⚙, then Subscription and Billing. 
3. Select Revenue share payouts then Manage Payments Rev Share. 
4. You'll see eligible and added revenue share payouts.

Cancel revenue share

If you no longer want to participate in revenue share, you can leave the program. 

1. Go to Settings ⚙, then Subscription and Billing.
2. Go to Revenue share payouts.
3. Select Leave revenue share program. 

You may rejoin anytime you like on the same page, but in order to continue payouts for any existing clients you must rejoin within 60 days of canceling.