Subscribing Your Client(s) to Accountant-billed QuickBooks Bill Pay

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It's now easy to subscribe your clients directly to a QuickBooks Bill Pay plan that not only suits their needs, but which is billed to your firm. In this way, your clients can make bill payments that will be directly synchronized with their QBO data.

Best of all you receive your ProAdvisor Discount off their subscription price. Your firm will receive preferred pricing including a 30% discount off the monthly (ongoing) subscription fee. You will also receive 15% off transaction fees for any additional ACH transactions over the allotment in the specific QBO Bill Payments plan.

Here are the steps to subscribe your client to QuickBooks Bill Pay charged to your firm:

1) Go to Settings.

2) Select Subscriptions and billing.

3) In the All clients tab, find the client, then

4) Select Add Bill Pay from the Client actions ▼ drop-down.

5) In the Bill My Firm section, select ProAdvisor discount (30% off ongoing discount billed to your firm).

6) Select a plan for your client (QuickBooks Bill Pay Basic, Premium, or Elite),

7) After making your selection, then select Confirm.

8) Review your payment method and billing summary, then select Subscribe. 

9) Select Send email to notify your client of the change.

It's just that simple. You can ensure that your client is using the right QuickBooks Bill Pay solution for their payment requirements.

Footnotes and Disclosures:

Feature content was adapted from Intuit media source content including QuickBooks Online 'In-product Help'. Graphic content adapted from 'live' QuickBooks Online - Accountant screen captures.. Content created or otherwise adapted by Insightful Accountant is furnished for educational purposes only.

As used herein, QuickBooks®, QuickBooks Online, QuickBooks Online Accountant, and QuickBooks Bill Pay refer to one or more registered trademarks of Intuit® Inc., a publicly-traded corporation headquartered in Mountain View, California.

Other trade names or references used herein may refer to registered, trademarked or copyrighted materials held by their respective owners and included for informational and educational purposes only.

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