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Manage your QuickBooks Online Accountant pricing plan and discount

SOLVEDby QuickBooksQuickBooks Accountant Online1Updated 3 days ago

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

You can add clients to your accountant firm to get discounted rates on QuickBooks. Want to see how much your firm spends on QuickBooks Online discounts? Need to know which clients are already part of your discount plan? Here's how to review your client billing and discount plans.

Caution:
  • If you are not the primary admin with complete access, you will only see the clients which are assigned to you. Here is how to modify an employee access.
  • Remember that making a customer inactive doesn't cancel their subscription. It also doesn't remove them from your QuickBooks Online Accountant discount plan (steps below). If you want to remove a client from your QuickBooks Accountant account, follow this article.
  1. In QuickBooks Online Accountant, go to Settings ⚙ and then Billing and subscriptions.
  2. Select the Billing details tab.
  3. Review your current and next bill.

Tip: You can also access your client billing and subscription information from your Intuit Account Manager. 

Add a new client to your QuickBooks Online Accountant discount plan

Follow these steps to add new customers to your QuickBooks Online Accountant discount plan 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.

Review your QuickBooks Online 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 then Billing and subscriptions.
  2. Select Accountant-billed subscriptions tab to review your QuickBooks Online Accountant clients.

Change your clients QuickBooks subscription

Follow these steps to upgrade or downgrade a clients' QuickBooks Online subscription.

Remove a client from your discount plan

When you remove a customer from your plan, they'll start paying for their subscription themselves. Their subscription won't be the same rate you paid since you got an Accountant discount. Removing clients doesn't impact their accounting data in any way.

  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 then Billing and subscriptions.
  3. Select 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 Select action▼dropdown, select Transfer billing to client.

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.

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