As an additional tip to save money with QBO, I thoroughly encourage two things.
A. Set a scheduled event in your Outlook or Google Calendar or whatever it is you use for two years out. You are eligible for a loyalty discount once every two years, but you have to call in to get it.
B. You mentioned having Proadvisors on hand: Get them to migrate your account to their wholesale billing account. You will get Essentials at $17.50 per month as long as you are under their billing.
There are a few things you should know about wholesale billing:
You will no longer be in control of your billing because your accountant will get billed by Intuit for your subscription and they will in turn bill you. If you call support for information or assistance with your billing, then you will have to do so with your accountant on the phone as well to at least give permission to discuss it with you. If you ever want to downgrade, upgrade or pretty much anything else subscription related, you will have to go through your accountant.
Once you invite someone as an accountant user, they have full access to your account just as though they were a Master Admin. Make sure you trust them implicitly.
If you are not already, (which it sounds like you are) MAKE them give YOU Master Admin rights. The owner of a company should almost always be the one with Master Admin rights in my opinion even if they never use the account. The reason is that the owner owns the business, sure. But the Master Admin is the one who owns the data inside the company file.
Draw up a contract between yourself and the ProAdvisor(s) that effectively states that in the event the two of you go your separate ways, they will immediately release your account from under their wholesale billing. Please note that when this happens, you will have to immediately provide your own billing information to keep the subscription from expiring.
I hope this helps!
Sincerely,
Your Personal Penguin
