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July 25, 2022
Question

Quickbooks for Accountants

  • July 25, 2022
  • 2 replies
  • 0 views

I want to know the cost implications for the accountants and clients. I have contacted Quickbooks support several times but unfortunately, there was no help. 

We have a few clients which we wish to export to QB.

What will be the cost implication for me (the accountant)?

2 replies

LieraMarie_A
July 25, 2022

Hey there, @James Webb11.

 

Thanks for coming to the Community. You've come to the right to get the help that you need. I'm here to share some information about the cost implication for accountants and clients.

 

QuickBooks Online Accountant (QBOA) is free. You only need to pay if you buy QuickBooks Online (QBO) subscriptions for your clients. With this method (Wholesale Billing, you control the purchase and set up for your clients, and we bill you directly. 

 

If your clients buy their own QBO subscription, they can save up to 50% for their first year. With this method (Direct Billing), we bill them directly for their monthly subscription. The Wholesale discount cost is dependent on the current list price of the plan, and is subject to change.

 

To enroll them your clients, follow these steps:

 

  1. Sign in to QuickBooks Online Accountant.
  2. Enter your client’s information in the Add client screen.
  3. Select the team members you want to have access to the account.
  4. Select the discount option you prefer: ProAdvisor discount (we bill your firm) or Direct discount (we bill your client).
  5. Select the product(s) you recommend for your client, and Save.

 

For more additional reference, check out the following articles. It has all the information about how wholesale discount works and how to enroll clients:

 

 

If you have additional questions about this matter, feel free to leave a comment below. We'll be happy to answer them for you. Have a great rest of your day!

Fiat Lux - ASIA
July 26, 2022

@James Webb11 

You can have a QB Online Accountant account for free to manage your clients. Your clients should only consider purchasing a third party service to convert their data to QB Online.