Manage your QuickBooks Online Accountant pricing plan and discount

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.

We've improved the billing and subscription experience for QuickBooks Online Accountant. Watch this video to see the new updates.

See your Advisor discount charges

1. In QuickBooks Online Accountant, go to Settings ⚙ and select Subscriptions and billing.
2. Select the Billing details tab.
3. Review your current and next bill.
4. In the Billing and payment history section, review your past bills.

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

Add a new client to your Advisor discount plan

Here's how you can add new customers to Advisor discount 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 select Subscriptions and billing.
2. Select Accountant-billed subscriptions tab to review your QuickBooks Online Accountant clients.

Change an Advisor discount client's QuickBooks subscription

Here's how you can upgrade or downgrade a clients' QuickBooks Online subscription.

Remove a client from your Advisor discount plan

When you remove a client from your plan, they'll start paying for their subscription themselves. It doesn't impact their accounting data in any way.

Note: Their subscription won't be the same rate you paid since you got an Advisor discount.

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 select Subscriptions and billing.
3. Select the 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 Action column ▼ dropdown, select Transfer billing to client.
6. 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.

Client steps to remove themselves 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. 

Notes:

• Your client must be the primary administrator of the account to perform these steps.
• 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 into your Advisor Preferred Pricing plan.