QuickBooks Small Business

How QuickBooks Online Accountant Can Take Your Firm to the Next Level

Written by Carrie Kahn

A new program gives accountants a new way to provision, purchase, and manage top-rated Apps for your client, making it easy to take your firm to the next level with value billing. QuickBooks Online has recently launched a new program to help ProAdvisors add third-party apps to their wholesale billing account. With the launch there are eight showcased apps that they have chosen that will allow the ProAdvisor to add to their client’s QuickBooks Online.

A few things you need to know:

  1. These applications were chosen by popular vote by ProAdvisors. Ranking your favorite third-party application in the app store is important.
  2. Master admins of the firms can see the discounted pricing.
  3. The program began rolling out in March and is soon expected to be available to all QuickBooks Online Accountant users in the United States, United Kingdom, Canada, and Australia.

How QuickBooks Online Accountant Can Take Your Firm to the Next Level

I will walk you through the experience of this. For example, we are going to choose “Excel Transactions Importer and Deleter.”  While you are in the app store and select one of the above apps, or one that has the discount and green award in the top right corner, you will then get the next screen:

How QuickBooks Online Accountant Can Take Your Firm to the Next Level

From here you want to select “GET APP NOW.”

provision, purchase, and manage top-rated Apps for your client

 

Once you select the third party application, this screen appears. From here you select whether you are going to install it for Your Firm’s QuickBooks Online file (the first choice) or, most likely, Install for Your Client. Below the second option you will be given a dropdown to select from your list of clients. After you choose your client,  click the Install button at the bottom for another set of options.

provision, purchase, and manage top-rated Apps for your client

 

After the customer is chosen, if the first option is selected, the firm is billed with the discount along with the other wholesale billing charges. If you select it for the client, it’s charged directly to the client with no discount.

How QuickBooks Online Accountant Can Take Your Firm to the Next Level

The system will prorate the fee to adjust to the beginning of the next month’s billing. In this example, the next full bill will start 3/1/18. At this point, agree to terms and place an order.

Once the payment is successful, it will email you a receipt.

How QuickBooks Online Accountant Can Take Your Firm to the Next Level

The next step is to Activate the app. It’s all connected!!

How QuickBooks Online Accountant Can Take Your Firm to the Next Level

Then you have to authorize in order to connect the application to your client’s QuickBooks Online data file.

How QuickBooks Online Accountant Can Take Your Firm to the Next Level

This is an example of the application connected with the QuickBooks Online file.

How QuickBooks Online Accountant Can Take Your Firm to the Next Level

The accounting firm can manage all these apps from their wholesale client screen. There is a new tab called “Manage discounted apps.”

How QuickBooks Online Accountant Can Take Your Firm to the Next Level

From this next screen, you can toggle between each of your clients to see which third-party applications you are paying for. There is an action tab where you can switch the billing to the client. When the client picks up the subscription, it will no longer be discounted.

As this new program rolls out and expands to other countries, you will see more applications being added to the options. This is a great way to bundle your valued pricing along with a more robust solution.

I hope you join us at Accountex 2018 and share more ideas on how to use the best features for QuickBooks to grow your business. Feel free to share other tips and tricks here.

About the author

Carrie Kahn

Complete Business Group helps small businesses purchase the RIGHT QuickBooks product at the lowest price and offers a team of experts to provide high level customer service so that they use QuickBooks® the way it was intended. With the many offerings from online to desktop we understand the benefits and limitations of each option to help you find the right solution. We have a team of certified ProAdvisors located all over the US ready to support you remotely or locally.

Carrie Kahn, CPA, the founder and CEO of Complete Business Group, has been helping small businesses purchase the RIGHT QuickBooks product at the best price and offers a team of experts to provide high level customer service so that they use QuickBooks®the way it was intended.

Carrie has been supporting and selling QuickBooks since Dos V1. She has been an Advanced Certified ProAdvisor since 2002. She joined the Intuit Reseller Program in 2008. In 2015 she launched the Complete Business Partner Program
mentoring ProAdvisors in selecting the best QuickBooks products for their clients at best pricing for their customers. She is very involved in the QuickBooks community providing extensive resources for ABBO Facebook group , Scaling New Heights, School of Bookkeeping, CPA Academy, Intuit’s Firm of the Future, and CBG Blog. Carrie is a lead QuickBooks Author for the Accountex blog. She was named Insightful Accountant’s Top 100 ProAdvisor every year since 2014 and was Insightful Accountant’s 2017 Social Media Resources ProAdvisor. She currently serves on the Intuit Reseller Program Council. CBG has been in the top 10 Intuit Premier Resellers (IRPs) since 2012 and currently is ranked #1 in the East. She is currently serving on the IRP Council. Carrie’s company, CBG was named Partner Program of the year for 2017.

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