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.
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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.
Frequently asked questions about self-migrate out
If I purchased a bundle of subscriptions as part of a promotion and my client transfers their subscription to direct billing, will my discounts be affected?
No. If your client initiated the transfer of billing, the promotional discounts that apply to the rest of the subscriptions in your bundle would not be affected. Please reach out to your account manager if you have any further questions about promotional discounts and pricing.
If my client transfers to direct billing, will they be made aware of current retail pricing for QuickBooks Online?
When your client transfers billing in QuickBooks Online they will be presented with the current retail pricing for their plan. They will need to enter in their credit card information to pay and accept the monthly subscription cost.
I’ve provided instructions to my client but they are unable to transfer billing in QuickBooks Online.
Please ensure that your client is a primary admin user by following the steps outlined here.
What is a primary admin user?
The primary admin is the main user who has access to every part of the QuickBooks account. They can manage all users’ access (such as what they can and can’t do once they sign in) and other admin tasks.
By default, the primary admin is the person who initially set up the account.
If you are a primary admin user and need to assign a new primary admin, you can transfer the role to another user. More information on user types and access levels can be found here.
How to identify who the primary admin user is
To identify who the current primary admin user is for the subscription:
- Select Clients from the left menu in QuickBooks Online Accountant.
- Select the
icon next to the client’s name to enter the client file. - Select Settings ⚙ and select Manage users.
You will be presented with a list of users with their corresponding role types.
How do I obtain the primary admin user role for my client’s company?
You will have to identify who the current primary admin user is and arrange for them to transfer the role to you by following the steps in this article.
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.