Invoice your clients for their subscriptions. Fold the expense into the cost of your services. Pay the cost yourself to attract clients. When can I move a client into or out of Wholesale Billing? Existing clients on Wholesale Billing can be moved out of Wholesale Billing any time. Your monthly report will breakdown your costs for each of your clients. This way you can stay in control of how much you pay. Once you purchase QuickBooks Accountant Edition, we will send you an email containing all the information and downloads for: Each user requires one license. You can purchase up 9 additional licenses per ProAdvisor membership. What if I cancel my subscription? If you cancel your membership after 60 days but before 365 days of sign up, your QuickBooks Accountant Edition will be deactivated immediately upon the expiration of the first term in which you have paid in full starting month 13. If you terminate your membership in month 13 or beyond, your QuickBooks Accountant Edition product will be deactivated immediately upon termination or cancellation.
Simply return the product to Intuit with a dated receipt within 60 days for a partial refund excludes employees and other connected services fees. You will also have access to monthly itemized bills displaying all of your wholesale clients for easy tracking. What is the difference between a wholesale discount and a pass-along discount? With the wholesale discount you can offer your clients the best long-term discount we have available for QuickBooks Online. Under this option you are billed monthly for the subscription and will have an itemized view of all of your wholesale subscriptions for easy tracking. A pass-along discount gives your clients only a 12-month discount on their subscription and then reverts the monthly charge to the then-current list price.
Under this option your client is billed directly for the subscription. What happens if I place a new client on the wholesale discount and then our business relationship terminates? You have the ability to easily remove any of your clients from your subscriptions at any time. Here are the steps involved from within your QuickBooks Online Accountant product: There really is no one right or wrong way to go about it. Some accountants who bill hourly simply pass along the cost of the subscription on a monthly basis, while others who bill their clients a flat fee on a monthly or quarterly basis incorporate the wholesale cost into their package price. Are there any better discounts than wholesale for existing ProAdvisors? The Wholesale discount is the best long-term discount available for accounting professionals to offer to clients.
The wholesale discount is available for any accounting professional who signs up for QuickBooks Online Accountant and chooses to begin working with their clients through the QuickBooks Online platform. Is there a limit to how many clients I can sign up for a wholesale discount? There is currently no limit to the number of clients that you can have on the wholesale discount. Is there a cost to enroll a client into the wholesale discount? No cost all—enrolling for the wholesale discount is free. And there are no additional charges beyond the discounted subscriptions for clients you sign up. I have multiple clients I want to sign up for the wholesale discount. Is there an additional discount I would get through wholesale? There are no additional tiers or discounts available for signing up multiple clients.
When my clients sign into their QuickBooks Online accounts, can they see the exact price that I am being billed for under the wholesale discount?
Effective December 1, , the Wholesale Discount price changes. This applies to both new and existing QuickBooks Online customers. Wholesale discount pricing. This table has the wholesale discount pricing changes that are effective December 1, See the new billing experience in QuickBooks Online Accountant. The redesigned Your Account page and new QuickBooks Online invoices make it faster and easier for you to manage your QuickBooks Online and Payroll subscriptions. Offer available for QuickBooks Online Accountant registered users who sign up for wholesale pricing only. Discount. QuickBooks Online New Pricing FAQs The QuickBooks Online wholesale pricing stays the same (e.g. 50% off for the life of the No, we currently do not have annual billing plans for QuickBooks Online under wholesale billing. QuickBooks Online annual plans are available with client billing.
FAQs and How-To's
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Frequently asked questions
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About the Author
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How Wholesale Pricing and Value Billing Can Help You Grow
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Pricing your Accounting Services with QuickBooks Online and Wholesale Discount
This allows us to differentiate ourselves and enhance the trusted advisor relationship with clients. Consider some additional benefits you can bundle and include with your regular services: Training — as part of the initial conversion and setup, include time for training the client. Support — you can create different levels of support available for the client to choose which level meets their needs. You may offer email or phone support with a guaranteed response time. The quicker the response time, the higher the fee charged. QuickBooks Online — with wholesale pricing see below , many accounting professionals are including QuickBooks Online with the services provided for clients. Why fixed fee pricing? This pricing method keeps things straightforward and eliminates skepticism since you are pricing based on the value of the amount of work you are doing, and clients can plainly see that.
Once you purchase QuickBooks Accountant Edition, we will send you an email containing all the information and downloads for: Each user requires one license. You can purchase up 9 additional licenses per ProAdvisor membership. Some of the common methods are: Invoice your clients for their subscriptions. Fold the expense into the cost of your services. Pay the cost yourself to attract clients. When can I move a client into or out of Wholesale Billing? Currently the wholesale discount only supports them as a bundle and so different billing sources are not possible. Yes, we would honor the 60-day money back guarantee. When I put my client onto the wholesale discount, will it go into pending status? With our new billing platform, when you add or remove a client from wholesale discount they will be active immediately and you and your client with receive a prorated refund or charge to your account depending on the action you take.
I want each of my clients on the wholesale discount to pay for their subscription with their credit card and not mine, how do I enter each of their credit cards in so they are charged individually? Currently your subscriptions are consolidated into one charge towards the credit card associated with your firm. It is not possible to separate the charge multiple ways. Where can I view my monthly statement for my subscriptions? Within your QuickBooks Online Accountant, you have access to a consolidated view that itemizes the monthly charges for all of your subscriptions. This is where you would also access all of your prior monthly bills. Here is how you can access it: When you do, be sure to transfer your admin rights to your client as well. Your client will then need to resubscribe at the then-current list price. Please refer to the following steps to remove a client from your subscriptions: I have additional questions or suggestions on the wholesale discount for QuickBooks Online.
What should I do? We would love to hear your thoughts.