Quickbooks Online Client Download
Amy Sumler
Note: If you have more than one Intuit ID under your email address, choose the one you wish to associate with that client. If you already have QuickBooks Online Accountant, make sure to choose the user ID that you use to log into your firm.
4. Under Team access, select which members of your firm you want to have access to the client. Click + Show all team members to see your full team member list. To give all team members access, check the top box.
QuickBooks Online provides a suite of connected tools that work together to help clients track time, get paid, and pay their teams. With all business data in one place, they'll have a clear view of business performance anytime, anywhere.
Continued access to Desktop: QuickBooks Desktop users with expired subscriptions can carry out read operations ( viewing / printing / downloading data) on their QuickBooks company file but not write operations ( creating / updating / deleting data). Subscription clients in QuickBooks Desktop 2023 (R1) or older versions will need to update to the latest 2023 (R3) version before their subscription expires.
Offer Terms: Each Revenue Share Program participant is eligible to receive a 30% revenue share on the Rev Share Subscriptions and 15% revenue share on the Rev Share Add-Ons for the first 12 months of the paid subscription ("Rev Share Payment(s)"), starting from the date the client starts paying for the subscription. The first month of the Revenue Share Subscriptions and Revenue Share Add-Ons, starting from the date of enrollment in the subscription, is free. After the first month of the Rev Share Subscription, a 50% discount is applied to the then-current monthly list price for three (3) months, followed by the then-current list price. After the first month of the subscription, if the client enters their payment details and pays for the subscription, the firm is eligible to receive Rev Share Payments for the subsequent 12 months only. Each Rev Share Subscription must be client-billed, and cannot be paid for by the QBOA firm. Cannot be combined with any other Intuit offer. Offer valid for a limited time only, only in the U.S., and is non-transferable.
Offer Terms: All QuickBooks subscriptions must be entered through ProAdvisor Discount and activated within 6 months of offer sign up. The discount will be terminated for any subscriptions which are not activated within the 6 month activation period. The discount is valid only for the named individual or company that registered for QuickBooks subscription and cannot be transferred to another client, individual, or company. Cannot be combined with any other Intuit offer. Offer valid for a limited time only, only in the U.S., and is non-transferable. Terms, conditions, pricing, special features, and service and support options subject to change without notice.
Pricing: Eligible QBOA Customers will be entitled to apply the following discounts for the first 12 months of the service for their client starting from the date of enrollment, followed by the then-current fee for the service.
Offer Terms: All QuickBooks subscriptions must be entered through Client Discount. The discount is valid only for the named individual or company that registered for QuickBooks subscription and cannot be transferred to another client, individual, or company. Cannot be combined with any other Intuit offer. Offer valid in the US only and is non-transferable. Terms, conditions, pricing, special features, and service and support options subject to change without notice.
With the ProAdvisor discount, you receive our best long-term savings option for clients new to QuickBooks, including our only ongoing discount. To maintain flexibility, the ProAdvisor Preferred Pricing program has two options for monthly billing.
The ProAdvisor Preferred Pricing program includes the following products: QuickBooks Online Simple Start, Essentials, Plus, Advanced; QuickBooks Online Payroll Core, Premium, Elite; QuickBooks Time Premium and Elite. QuickBooks Simple Start was specifically added based on accountant feedback to support clients with less complex books.
ProAdvisor Preferred Pricing does not include QuickBooks Self-Employed. Full functionality for adding an accountant user to Self-Employed remains available and customers can sign up online and through the Apple App Store and Google Play.
With the ProAdvisor discount, you pay directly for the subscription and enjoy an ongoing discount. With the Direct discount, your client pays for the subscription and receives the discount for 12 months. At the end of the 12 months, the client is charged the then-current monthly list price.
We understand the importance of a reliable monthly bill for you and your clients, which is why we are offering the ongoing monthly discount to accounting professionals via the ProAdvisor discount. When you select this option, Intuit will bill your firm each month for all eligible client subscriptions and you can enjoy the ongoing savings month after month.
You are billed once a month for all of your clients under your subscriptions. Your billing date is set based on the date of the month you added your first client onto your firm-billed subscription and all of your subsequent subscriptions are also billed on this established bill date.
Multi-Company Offer: Have clients with multiple companies? Buy one copy of QuickBooks Online Plus at the ProAdvisor discount price, and add up to 10 companies for $20 per month per subscription for 2 years.
Real-time access to client files anytime, anywhere - QuickBooks Online Mobile: The QuickBooks mobile app works with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. Mobile access is included with your QuickBooks Online Accountant subscription at no additional cost. Data access is subject to cellular/internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control. Product registration required.
You will be eligible to collect revenue share payouts for the first 12 months of the paid subscription. The subscription must be billed to your client. (When your client takes advantage of the 30 day free trial, there will be no money paid out for that time. The 12 months will begin after the trial.)
If I don't get some help soon I will be gone. A long-time client started a new QBO account and invited me to be the accountant. That was a week ago. I have refreshed, retried, changed browsers, deleted and re-invited several times.
Nothing works. I spent over an hour with Chat support who said he had to view my screen. What? I can't read my own client list? Anyway, the end result was the same old tell the client to delete you and re-invite you. This afternoon I could not get connected to chat support so I requested a call back. It was quick, but after several times waiting on hold and being reassured it could be fixed, it came back to the delete & re-invite. That is NOT working. So then this rep tells me the issue is my email because I use Outlook. I got loud at that point and he put me on hold until 5PM when the connection was broken.
I don't see how my email is suddenly a problem. I have used this email with Intuit for years. I get emails every day from Intuit. Your response came to me through this email. I have no problem getting emails from Intuit in relation to my QBOA account or ProConnect Tax. I did receive invitation emails from my client and I accepted them. It is at this point that things go awry. I click the link to accept the invite and I select my firm name but then I get either nothing or a message saying there is an error try later. But I can't try later because I get the message that the invite has either expired or been accepted. My client sees me as active accountant user when he logs in. I am circling like the water in the bowl.
I've tried checking our records here and found out that we have an open investigation where an accountant is receiving an error when accepting the client's invitation. Our product engineers are already aware of this and doing their best to get the issue resolved.
Well folks, I still am not able to see my client in the client list. Another session with support yesterday lasted over 3 hours and the solution was to just start over from scratch. Tried to chat in today for a bank re problem and was waiting 5-6 minutes for each response. Six minutes after my last question the rep closed the chat. The exasperation is intense.
I don't understand. If there is a known issue and an ongoing investigation, why have I lost so many hours these past weeks when contacting support. I have used both chat and call-back. No one is owning up to the ongoing issue. I did not give them this INV code, but they gave me - on the last call - a case number. It is very difficult to appear competent to a new client when you cannot even access the account online as their accountant. I have to log in as Admin outside QBOA and at times when the client is not needing to be online, which muddies up the Audit trail. Now I have to be the one to tell him to start over from scratch. He registered his account and started using it last November and invited me in a few weeks ago.
The last support rep told me to delete mt current client and set him up from scratch from within my QBOA. I noticed that this client had been using Simple Start Online, and when I get to the point where I choose the subscription for him, Simple Start is not available. Since Self-employed was in the same price range I chose it. What a surprise. Looks nothing like Simple Start that my client is using. Has Simple Start been discarded? Is that why I cannot see this client from my client list in QBOA?
But if you're still unable to see your client, I'd still suggest contacting our Customer Care Support. Someone from there can help you initiate a three-way call to check your account and your clients account.
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