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Intuit

Wholesale Discount program policies

Wholesale Discount program rewards accounting professionals who actively help small business clients adopt QuickBooks Online.

Accounting professionals can avail of the discount when they create new client subscriptions. Note: The discount won’t apply if the client subscribed to QuickBooks on their own with onboarding support from Intuit.

Intuit supports you

Intuit supports you in growing your client base that’s why we continue to guide businesses to engage with an accounting professional. Though a customer subscribed on their own, they are advised to use the ProAdvisor website to find professional support from an accountant.

Questions and answers about the Wholesale Discount program

Check out the following sections for answers to frequently asked questions about the Wholesale Discount program.

We created the Wholesale Discount program to help you meet the needs of your small business clients interested in using our online accounting software.

Because this long-term discount is only offered to accounting professionals, it’s also a great way for you to attract and retain new clients.

We have limited the wholesale discount to clients who are not already subscribed to QuickBooks Online to be consistent with QuickBooks discount policies while supporting your ability to onboard new clients.

This change went into effect on November 1, 2018.

No. QuickBooks Desktop customers who transition to our online accounting software are considered new to QuickBooks Online.

This policy only applies to providing the wholesale discount to your clients who are already subscribed to QuickBooks Online.

Wholesale discounts are available for new QuickBooks Online subscriptions only. Current subscriptions are not eligible for the wholesale discount.

If you add the billing for an existing QuickBooks Online clients’ subscription to your account, you are charged the then-current list price for the client's subscription.

To assume the billing responsibility for connected clients who currently pay their subscription fees directly, follow these steps:

  1. Go to Settings ⚙️ and under Your Company, select Subscriptions and Billing.
  2. Under Your subscriptions, select Add existing clients.
  3. Follow the prompts to assume responsibility for your clients who currently pay for their subscriptions directly.

The clients you specified are added to your firm's Wholesale Billing account.

We currently offer the following versions of QuickBooks Online under the wholesale discount:

  • QuickBooks Essentials
  • QuickBooks Plus

QuickBooks Online Simple Start is not currently available under this discount.

You can select the wholesale discount option when you set up a new client.

Tip: You can visit Sign in to QuickBooks Online Accountant to open the Add client screen directly.

To add a client with the wholesale discount:

  1. Select Clients then Add client.
  2. Enter Client contact information for the new client.
  3. In the QuickBooks subscription section, select Wholesale discount (firm is billed) and specify the QuickBooks version the client will use.
  4. In the Team access section, specify the team members who can access the client's information.
  5. Select Save.

Yes. To migrate your client, you must add the client to QuickBooks Online and select Wholesale Discount as the client's subscription method.

Then, in QuickBooks Desktop, export the client's company file from QuickBooks Desktop to QuickBooks Online.

In QuickBooks Online Accountant:

  1. Select Clients, then Add client.
  2. Enter the client's information in the Client contact information fields.
  3. In the QuickBooks subscription section, select Wholesale discount (firm is billed).

In QuickBooks Desktop:

  1. Select Company.
  2. Select Export Company file to QuickBooks Online.
  3. Follow the on-screen instructions to export the client's company file to QuickBooks Online.

You can easily remove any of your clients from your subscriptions at any time from QuickBooks Online Accountant.

  1. Go to Settings ⚙️ and under Your Company, select Subscriptions and Billing.
  2. Select the Your Subscriptions tab to review the list of client subscriptions for which you are billed.
  3. Select the checkboxes of the clients to remove from your subscriptions.
  4. From the Select Action column drop-down ▼  menu, select Transfer billing to client.
  5. To remove more than one client at the same time, select Transfer billing to client from the Batch actions menu.

If you are the Master Administrator for your client’s books, be sure to transfer this status back to your client.

After November 1, 2018, you can't apply the wholesale discount to existing clients.

While you can assume billing responsibility for an existing direct-billed client at a later date, after November 1, 2018, you can't apply the wholesale discount price for the client.

Your client's subscription will continue to be billed at the list price even if you take billing responsibility for it.

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