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Steelhead1
January 5, 2024
Question

How to get CPA’s discounted rate

  • January 5, 2024
  • 1 reply
  • 0 views

I currently subscribe to Essentials direct from Intuit and would like to take advantage of my CPA’s discounted rate. Is it possible to do with existing account ? We tried to transfer billing to the CPA but the rate stays unchanged. 

1 reply

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Carneil_C
January 5, 2024

Hi, @Steelhead1. 

 

I'll lay down a few insights about the ProAdvisor discounts and pricing.

 

You'll still be charged at the regular rate without any promotional discounts since you have an existing QuickBooks Online subscription in the ProAdvisor Preferred Pricing program. Thus, it's the reason why your rate stays unchanged when you try to transfer billing to the CPA. Your firm will cover the costs and billing for them from now on.

 

Alternatively, you can let your CPA subscribe to a new QuickBooks subscription so you can take advantage of their discount rate.

 

For more details about taking over client billing, check out this handy resource: Transfer clients to your ProAdvisor Preferred Pricing program in QuickBooks Online.

 

Also, these articles can give you in-depth information about the latest discounts and pricing for accounting professionals and managing ProAdvisor discount plans:

 

 

I'll always be pleased to help if you've got additional questions about accounts and subscriptions. Use the Reply option below, and I'll gladly assist you.

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Steelhead1Author
January 5, 2024

Thank you for your reply, @Carneil_C ; I'm not sure I follow the process to take advantage of the CPA's discounted rate in our situation; Your response states "you'll stilll be charged at the regular rate", but it seems there's a way to take advantage of the ProAdvisor pricing - can you clarify ?

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IrizA
January 5, 2024

Hey there, Steelhead1. I've got some information to share regarding how discounts work in QuickBooks. 

 

The Proadvisor Pricing program is only available for new QuickBooks Online (QBO), QuickBooks Online Payroll, and QuickBooks Time. When a QuickBooks Online Accountant account adds a client with an existing QBO subscription to the ProAdvisor Preferred Pricing program, they'll be billed at the standard rate with no promotional discounts. The firm will cover the costs and billing for them from now on. 

 

Since you've mentioned that you have an existing account, the discount is unavailable for you. This explains why as you tried to transfer the billing to your CPA, the rate remains unchanged. 

 

For you to take advantage of the promotional discount, your CPA should be the one to subscribe for you. Thus, you'll need to cancel your current account and then make your CPA create a new one for you. 

 

You may refer to our Plans and Pricing in ProAdvisor Preferred Pricing Discounts to learn more about the available plans in QuickBooks.

 

Furthermore, you can use this material as a guide as you import your list in QuickBooks:  Move your lists to QuickBooks Online. 

 

In addition, you can also learn how to manage clients who are part of your ProAdvisor discount plan and review its charges: Manage your ProAdvisor Preferred Pricing plan and ProAdvisor discount clients. 

 

If you have further information regarding the plans and pricing in QuickBooks, please enter it in the comment section. 

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