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M
marcycpa
August 11, 2022
Question

Signing up a new client - Pro-Advisor discount

  • August 11, 2022
  • 2 replies
  • 0 views

I went to sign up a client tonight and told them if I invited them, it would be less expensive (usually that is the case).  However, she is able to sign up for essentials ON HER OWN right now at $27.50 per month and I can only offer $38.50 a month… that is not okay.  That makes us CPA professionals look really bad!

2 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
August 11, 2022

The discounted rate (i.e $27.5) is only applicable for 3 months. You should remind her about that.

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

 

M
marcycpaAuthor
August 11, 2022

Yes that is true and I did tell the client about that.... it ends up being about $100 savings overall for 12 months to use our invite.   Even if they don't notice, I still feel like I should explain it to them.  I just don't believe that whatever Intuit/QBO wants to offer, it should have any month out of the first 12, being lower than what a pro-advisor can offer.  

Jen_D
Jen_D
August 11, 2022

Allow me to share some insights about this Pro-Advisor discount you're needing help with, @marcycpa.

 

Fiat Lux - ASIA is right that the discounts in the Intuit website only applies for 3 months and the client will be charged the full about after that. Also, Intuit discounts can only be applied once.

 

To be guided with the ProAdvisor Preferred Pricing Terms, refer to these links:

 

 

Come back to this thread anytime if you have further questions with Pro-advisor billing or our products and services. I'll be right here to help you out.

V
VPS64
August 14, 2022

I am also having an issue with pricing. Your website says the normal price for Plus is $80 but in my account it has the regular price as $86. Why is this?

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Mark_R
August 14, 2022

Thank you for raising your concern here in the Community, @VPS64.

 

I want to make sure the pricing of your subscription is correct, and I'd like to redirect you to the best support group available to get this reviewed.

 

Since we want to ensure your account is secured, I'd suggest reaching out to our QuickBooks Support Team. They have the tools that can check your account in a secure environment and verify the pricing of your subscription. To reach them, you can follow the steps below:

 

  1. Sign in to your QuickBooks Online account.
  2. Click the Help button.
  3. In the QuickBooks Assistance chatbox, select Talk to a human and choose I still need a human.
  4. Hit Contact Us.

 

Just in case you want to update your billing information for your subscription in the future, feel free to check out this article for more guidance: Manage your ProAdvisor Preferred Pricing plan and ProAdvisor discount clients

 

Please visit our Community forums again if you have other questions for QuickBooks Online. I'm always here to help. 

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