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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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Replying to:
SirielJeaB
Moderator

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Hello there, @Akuraczea.

 

If you want to add your client to your QuickBooks Online Accountant and sign them up for QuickBooks, please follow the steps below. 

 

  1. Select ProAdvisor discount in the QuickBooks section to enroll your client in your ProAdvisor Preferred Pricing plan.
  2. Review the available QuickBooks and payroll products in each section.
  3. Choose the products you want your client to subscribe to.
  4. Select the Make me the Primary Admin checkbox if you intend to do admin tasks for your client.
  5. Select Save.

 

Moreover, if your client wants to pay for their own QuickBooks subscription, you can offer them a direct discount and allow them to handle their own billing and subscription. To do that:

 

  1. Click on Direct discount under QuickBooks section. This offers your client a discount, but they are still responsible for paying for their own QuickBooks subscription.
  2. If you want to do admin work for your client, check the Make me the Primary Admin checkbox.
  3. Select Save.

 

However, if you don't have a QuickBooks Online Accountant, I agree that your client should first create their own account. To help them select the product that best suits their needs, you can send them this article: Choose a QuickBooks plan.

 

This article will help you learn how to manage clients and review charges: Manage your ProAdvisor Preferred Pricing plan and ProAdvisor discount clients.

 

If you have further questions about handling your clients or your QuickBooks Online subscription, please feel free to post in the Community. We're available 24/7. 

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