Yes, you can, ragenegg. You can manage your clients' subscriptions in one of two ways with ProAdvisor Preferred Pricing. You'll receive a single monthly payment when you pay for your clients' subscriptions with our one continuing discount. I'll demonstrate how: Log in to QuickBooks Online Accountant.Enter your client's information in the Add client screen.Select the team members you want to have access to the account.Pick the discount option you prefer: ProAdvisor discount (we bill your firm) or Direct discount (we bill your client).Choose the product(s) you recommend to them, and Save. For more details, check out this article: ProAdvisor Preferred Pricing. Please let me know if there is anything else I can do to help. I'll be right here to assist.

Question

Can I offer clients my proadvisor preferred pricing if they already have QuickBooks?

Forum|Forum|3 years ago
February 9, 2023
1 reply
45 views

No text available

A

AileneA

Moderator

Yes, you can, ragenegg.

You can manage your clients' subscriptions in one of two ways with ProAdvisor Preferred Pricing. You'll receive a single monthly payment when you pay for your clients' subscriptions with our one continuing discount. I'll demonstrate how:

Log in to QuickBooks Online Accountant.
Enter your client's information in the Add client screen.
Select the team members you want to have access to the account.
Pick the discount option you prefer: ProAdvisor discount (we bill your firm) or Direct discount (we bill your client).
Choose the product(s) you recommend to them, and Save.

For more details, check out this article: ProAdvisor Preferred Pricing.

Please let me know if there is anything else I can do to help. I'll be right here to assist.

rageneggAuthor

In the article it says

Can I offer ProAdvisor Preferred Pricing to clients with an existing QuickBooks Online, QuickBooks Online Payroll, or QuickBooks Time subscription?

The ProAdvisor Preferred Pricing program is available for new QuickBooks Online, QuickBooks Online Payroll and QuickBooks Time subscriptions only. If a QuickBooks Online Accountant account assumes the billing for an existing subscription, they are charged the then-current list price without additional discounts.

So I can only offer the discount to new clients or if they already had the discount with a previous accountant? This is why I posted the original question. And I just want to be sure before I tell someone that I can give them 30% off their subscription if I become their QBOA and bill them.

G

GebelAlainaM

QuickBooks Team

Thanks for getting back to the thread, ragenegg. I'll share some details about your ProAdvisor plans and pricing concern.

Yes, you're right. However, there are specific circumstances in which existing QuickBooks Online subscriptions are qualified for firm-billed reductions following the program's introduction. Your clients who already have firm-billed subscriptions will still receive the wholesale discount when ProAdvisor Preferred Pricing debuts on July 15, 2021. The ProAdvisor Preferred Pricing discount will apply to clients whose subscriptions are upgraded, downgraded, or transferred to a new accountant.

You can also read through this article for additional information: Transfer clients to your ProAdvisor Preferred Pricing program in QuickBooks Online.

You can check out this article in case you want to know more about the revenue program: ProAdvisor Preferred Pricing revenue share program.

Keep me posted if you need further assistance in managing the QuickBooks plan and pricing. I'll be around. Stay safe!

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