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How to add a new self-employed client?
I was trying to add a first client in QuickBooks Online Accountant and I wanted to choose the Self-Employed account level. I selected "Pro Advisor Discount" as the billing option. I did not see that option in the list of products (see screenshot). The lowest account level I saw was Simple Start. Why is Self-Employed not available?
Solved! Go to Solution.
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Account management
Thank you for writing this up in detail and providing the screenshot, @Primavera.
QuickBooks Self-Employed has a different website that's why you're unable to see the subscription in the Pro Advisor Discount billing section. At this point, to connect your QuickBooks Self-Employed client, they must invite you as the user to manage their account.
You can share these steps with your client:
- Click on the Gear icon.
- Under About you, choose Accountant.
- Enter the accountant's email address.
- Select Send invitation.
- Once you see a confirmation display “Your accountant was invited”, click Done.
For more information about the process, provide this article: Invite an accountant to review your accounting in QuickBooks Self-Employed.
Once you receive the invitation, you can now access their QBSE account through QuickBooks Online Accountant. To access the client data, follow the steps below:
- From the Navigator menu, select Your Practice then, Clients.
- Within the Bookkeeping Status column, click the QuickBooks icon that corresponds with the client or company file you are looking to open.
- Then review and make edits to their books.
I've got these articles for further insights about QuickBooks Self-Employed:
Additionally, you can read through these articles on how to keep track of clients and update your client list:
- Manage clients in QuickBooks Online Accountant
- Manage your wholesale discount plan and wholesale discount clients
- Add clients to QuickBooks Online Accountant
Stay in touch with us if you need further assistance in adding a client or any QuickBooks concerns. We're always around to assist you anytime. Have a great day!
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Account management
Thanks for the clear explanations, @JoesemM. I will follow the steps you outlined.
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Account management
Hi, thank you for the explanation on how to add a client with a self-employment QB subscription to QB online Accountant.
Is it possible for my self-employed client to received a perpetual 30% discount by being billed through me as a ProAdvisor?
Thanks!
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Account management
Hello, @KarenJoy. Thanks for joining the thread.
I want to ensure that you can acquire more details about how an self-employed client can receive a perpetual 30 % discount billing from you as a ProAdvisor.
In this instance, I encourage contacting our QuickBooks Online for Accountant (QBOA) Sales Department. They have the tools and information on how you can give a perpetual discount rate.
I've added some articles about firm-billed discounts that you can find helpful in the future:
- Learn about exceptions for transferring firm-billed discounts with ProAdvisor Preferred Pricing
- Upcoming changes: Accountant discounts and QuickBooks Online pricing
- ProAdvisor Preferred Pricing
Feel free to post again if you have additional questions about client billing or other QuickBooks-related concerns. I'll get back to you. Have a great day ahead, and take care!
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Account management
Did this ever get resolved? I have the same question!
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Account management
Hello AssuredBookkeepingPlus,
As of the moment, the QuickBooks Self-Employed plan is not included in the 30% discount. You can find more details in this article: ProAdvisor Preferred Pricing.
If yo have other questions in mind, feel free to go back to this thread.