QuickBooks UK Switcher Bonus Offer terms

1 - What is the UK Switcher Bonus Offer 

The UK Switcher Bonus Offer is a sales pilot initiative whereby QuickBooks offers a small financial cash bonus to eligible UK-based accountants or bookkeepers, who switch their clients on to QuickBooks subscriptions from an alternative financial management software or spreadsheets. 

Such cash bonus can reach the value of up to 40% on Advanced and 20% on the other products of the annual purchase price of eligible wholesale billing licences and it is calculated in accordance to the table(s) included further down in this Switcher Bonus Terms. 

In order to be considered for the Switcher Bonus accountants and bookkeepers must fulfill the eligibility criteria set forth herein. 

The Switcher Bonus Terms supplement the terms of the QuickBooks Terms of Service and the QuickBooks ProAdvisor Program Terms (a copy of which is available here accepted by the ProAdvisor when registering for a QuickBooks Online Accountants) (together the “Agreement”).

The Switcher Bonus is available for a limited time only and has a limited availability, once all Switcher Bonus units available are allocated, on a first come basis, the Switcher Bonus Offer will be discontinued. Applying for the Switcher Bonus or fulfilling all criteria does not guarantee approval. Intuit reserves the right to cease offering the UK Switcher Bonus at any time. 

2 - Criteria for being considered for the Switcher Bonus 

Only accounting and bookkeeping firms who register or have registered for Intuit QuickBooks Online Accountant & ProAdvisor Programme and use “bill my firm” (wholesale) invoicing (“ProAdvisor”) may be considered for the Switcher Bonus. 

Additional criteria to be fulfilled by the ProAdvisor in order to be considered for the UK Switcher Bonus are: 

i) A minimum purchase of 5 or more subscriptions for your clients to switch such clients to Quickbooks is required 

ii) The set criteria for the QuickBooks offering mix, and the Switcher Bonus applicable is calculated on the basis of the wholesale billing pricing as set forth in the tables below.  

iii) Demonstrate that at least 5 existing clients of the ProAdvisor who are on a different FMS (financial management solution) and not currently using QuickBooks have been switched to QuickBooks Online. The ProAdvisor must show in writing proof of payment to a FMS other than QuickBooks, such as a payment receipt for a non QuickBooks Online provider, or show proof of migration via a solution such as Movemybooks, DataSwitcher or MMC converter. This proof must be sent via email to the Intuit Sales team member, for Intuit to assess eligibility. 

iv) 50% or more of the subscriptions must be assigned to a client switching from a different FMS within the first ninety (90) days from the date of purchase and maintained active for at least ninety (90) days from the date of purchase (“Minimum Period”).  

The Switcher Bonus amount calculated by Intuit in accordance to section 4 below and up to the Switcher Bonus Cap defined as well in section 4, will be paid to the Eligible ProAdvisor 90 days after at least 50% of the the client subscriptions that have been switched to QuickBooks have been assigned to the client and maintained active for the Minimum Period as per point iv above, provided that the ProAdvisor continues to meet all the eligibility criteria hereunder and all subscriptions purchased under this offer are active at the time of payment of the Switcher Bonus. 

The Switcher Bonus is a considerable investment made by Intuit to foster a mutually beneficial relationship with the ProAdvisor and help the ProAdvisor in developing a QuickBooks client base. It is Intuit's expectation that the ProAdvisor will continue to invest in building such relationships and such client base therefore In the event that one or more subscriptions are terminated during the Minimum Period or more than 10% of the subscriptions are terminated at any time, then Intuit is entitled to claim back the amount of Switcher Bonus paid to the ProAdvisor and request that the amount is paid back to Intuit no later than 15 days after a written request by Intuit.  

Any officer or employee of a government or any department, agency, or instrumentality thereof, or of a public international organization, or any person acting in an official capacity for or on behalf of any such government or department, agency, or instrumentality, or for or on behalf of any such public international organization, or institution in any jurisdiction are not eligible for this offer.

The assessment and determination of a firm eligibility for the Switcher Bonus remains at Intuit sole discretion.

3 - Switcher Bonus funding

Successful Switcher Bonus applicants who have been assessed by Intuit as meeting the eligibility criteria (“Eligible ProAdvisor(s)”), will be notified of their successful Switcher Bonus application and funding amount in writing via email addressed to the email address registered on the QuickBooks account. If the Eligible ProAdvisor does not complete the step needed to take advantage of the Switcher Bonus Offer as set herein and specifically, but not limited to, in section 6, within 15 days from receipt of the communication from Intuit that the Switcher Bonus is available, then the Eligible ProAdvisor will be forfeiting the opportunity to take advantage of the Switcher Bonus and Intuit reserve the right to reallocate it. 

4 - Value of Switcher Bonus 

The Switcher Bonus amount per ProAdvisor firm / practice will be determined by calculating the amount available per each package or subscription, as applicable, as set forth in the tables below and is limited to a maximum amount of £22,000 per single order (“Switcher Bonus Cap”). .

The Switcher Bonus amount is calculated on the basis of the quantity of QuickBooks subscriptions purchased (as per the tables below ‘Table indicating switcher bonus amount available per package’ and ‘Table indicating Wholesale billing Switcher Bonus amount available per subscription’ to a maximum value of £22,000 per order. Accounting/bookkeeping firms having multiple offices can apply only for one Switcher Bonus up to the maximum amount above.

The Switcher Bonus, in an amount up to £22,000, will be paid by Intuit as a one off payment in accordance to these Offer terms following the process described in point 6 below. Unless otherwise expressly stated in the Agreement (or its Schedules and/or Exhibits), any consideration, amount payable, prices, fees are exclusive of VAT.

Intuit or its agency partner is not obliged under the Agreement (or its Schedules and/or Exhibits) to pay the amount of any VAT unless the accountant or bookkeeper provides a valid, compliant invoice for the taxable supply. All items that are zero-rated, exempt or to which VAT does not apply, must be identified as such on all invoices as required by applicable law.

5. Corporate Policies

Compliance with Anti-Bribery and Anti-Corruption Laws and Regulations. In order to comply with laws like the United States Foreign Corrupt Practices Act (FCPA), the UK Bribery Act (UKBA), and the Organization for Economic Cooperation and Development (OECD), as well as Intuit's own policies and Supplier Code of Conduct, it is important that you and your employees do not use the Switcher Bonus to engage in any form of bribery, money laundering, or other corrupt practices. This means you cannot offer, give, receive, or authorize any bribes, kickbacks, or improper inducements to anyone, whether through gifts, travel, entertainment, contributions, or anything else of value. It is also necessary to keep accurate records of any payments made to third parties related to this agreement. If there are any concerns about compliance, Intuit or its representative has the right to audit your financial and other records for up to three years after the agreement ends.

Inuit reserves the right at its sole discretion to suspend, modify or terminate the Switcher Bonus program at any time but Intuit will honor its commitments in relation to Switcher Bonus already agreed with the Eligible ProAdvisors. 

This UK Switcher Bonus is only available in the United Kingdom. Terms, conditions, pricing, special features, and service and support options subject to change without notice.

6. How do customers access the UK Switcher Bonus

Once the ProAdvisor  has been assessed by Intuit as eligible for the Switcher Bonus, this will be notified via email or phone by the Sales team member. The Sales team member will explain the amount available as the “Switcher Bonus”, based on the packages the ProAdvisor  is purchasing. Refer to the ‘Value of Switcher Bonus’ section above. 

If the Eligible ProAdvisor is happy to proceed, they will need to a) purchase the agreed subscriptions; b) fulfill the other requirements under this Offer Terms including the requirements under section 2 above; c) have an authorised representative of the firm sign and return to Intuit a signed copy of the standard set of offer terms  for the purchase of  QB subscriptions and/or  packages and a signed copy  of the Switcher Bonus Offer Terms; d) provide to Intuit any other documentation requested to prove the client(s) switch to QuickBooks

Once the signed offer terms and Switcher Bonus Offer Terms are received by Intuit  via the e-sign  method provided by Intuit,  the Switcher team will let The Calvary Collective (agency appointed by Intuit to administer the Bonus) know, to expect the invoice in due course from the ProAdvisor And Intuit will instruct the Eligible ProAdvisor to raise the invoice to  The Calvary Collective.  Invoices should be raised to The Calvary Collective:

The Cavalry Collective

Oldfield House

Hailsham Road 

Polegate, East Sussex

BN26 6RF

Invoices must be sent to the Cavalry Collective directly via email to process at the following address michelle@thecavalrycollective.com.  

Valid regular invoices will be paid by bank transfer using the details provided by the ProAdvisor.