Current QBO Billing Possibilities for Accountants and QB Consultants to Consider for their Clients

By: Woody Adams

Create a new QBO Sub from the Old QBOA Platform:

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Advantages

  • client qbo file is added to the QBOA client list
  • accountant is auto established as the accountant user and the master admin user of the qbo file
  • promo is set immediately for the first year of the subscription

Disadvantages

  • there is no 30 day trial
  • promo is only good for first year of sub
  • extra step of transferring the master admin to client
  • promo does not always match ProAdvisor discount
  • promo is good for first year of the subscription
  • client credit card must be entered by 2nd login attempt to QBO file
  • promo can vary from 20-50% off depending

 

Create a new QBO Sub from the New QBOA Platform:

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Advantages

  • client qbo file is added to the QBOA client list
  • accountant is auto established as the accountant user and the master admin user of the qbo file
  • bill firm option offers 30% discount for life of QBO sub
  • staff multi-user access and single client list for firm supported

Disadvantages

  • if firm does not want the Wholesale Billing Program, promo is only good for first year of QBO sub
  • promo varies from 20-50%
  • extra step to transfer master admin to client
  • promo does not always match PAP discount
  • client credit card must be entered by 2nd login attempt
  • no 30 day trial

 

Create a new QBO Sub from quickbooks.com:

Advantages

  • client or accountant can browse to quickbooks.com
  • sign up for a 30 day trial to QBO
  • there is a 50% discount for first year of the subscription
  • invite accountant at the client’s leisure (if client starts sub and invites accountant later on)
  • website is always up to date with latest promos
  • easy to add payroll here too

Disadvantages

  • promo is only good for first year of sub
  • varies from 0-50%
  • does not reflect PAP discount
  • accountant is added as accountant user by client (or accountant) in order to be accessed via QBOA

 

Sign-Up Clients from accountants.intuit.com—Remember, you can copy and send the link to sign up to QBO to your client right from accountants.intuit.com. It will match the current quickbooks.com promo, but there will be surprise promos when you go this route too. Looks like the below image:

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When you click on Sign Up clients, you will see option to copy link to send to new QBO client:

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Note: Some short videos to consider, the first is if you do not create the QBO sub from QBOA and need to get invited to your client’s QBO file; the second is how to transfer the master admin to your client at some point after creating the QBO subscription from QBOA.

How to get invited as Accountant User: http://youtu.be/Pbjm4fGbtzI

How to Transfer Master Admin to your client: http://youtu.be/Sht-NVjb-E4

 

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