Manage your QuickBooks Online Accountant pricing plan and discount
by Intuit• Updated 3 weeks 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.
- In QuickBooks Online Accountant, go to Settings ⚙ and select Subscriptions and billing.
- Select the Billing details tab.
- Review your current and next bill.
- Review your payroll-specific expenses.
- In the Payment history section, review your past bills.
Caution:
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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:
- In QuickBooks Online Accountant, go to Settings ⚙ and select Subscriptions and billing.
- Select Accountant-billed subscriptions tab to review your QuickBooks Online Accountant clients.
Change your clients QuickBooks subscription
Here's how you can 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.
- If you haven't already, make your client the primary admin of their company file.
- In QuickBooks Online Accountant, go to Settings ⚙ and select Subscriptions and billing.
- Select Accountant-billed subscriptions tab.
- Select the client you want to remove.
Note: If the client is currently inactive, make them active first. - From the Action column▼dropdown, select Transfer billing to client.
- Select Confirm transfer.
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.
Self-migrate out from accountant-billed plans
Your clients can choose to remove themselves from the accountant-billed subscription plan and start paying for their subscription themselves. You'll be notified via email if your client makes this change.
- Your client must be the primary administrator in the account to perform these steps.
- When your client migrates out from accountant billing, their account will become inactive and they'll need to resubscribe.
- Promotional discounts that apply to the rest of the subscriptions in your bundle will not be affected.
- If your client changes their mind, you can add them back to your wholesale discount plan.
Remove payroll for a QuickBooks Online Accountant discount client
- In QuickBooks Online Accountant, go to Settings ⚙ and select Subscriptions and billing.
- Select the Accountant-billed subscriptions tab.
- Expand the client account.
- From the Action column ▼ dropdown, select Cancel.
- Select Confirm transfer.
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