How to Manage Wholesale Discount Plans & Clients In QuickBooks Online Accountant

manage wholesale discount plans & clients in Quicks-Books Online Accountant

When we have a wholesale discount plan and have some clients in the same, we need to manage properly to work out the plan. In this article, we have discussed, how to manage wholesale discount plans and clients in QuickBooks Online Accountant. As a ProAdvisor, if you want to manage all things properly, then read this article completely. In the meantime, you can contact our experts through the toll-free number +1-818-295-3510 for further assistance.

Here are some of the procedures to manage the wholesale discount plans, and the clients. Read all of the processes, and change according to your need;

How to Check Wholesale Discount Charges

Follow the procedure to check the wholesale discount charges;

  • Sign in to QuickBooks Online Accountant, go to the ‘Settings’ tab.
  • And choose the ‘Subscriptions and Billing’ option from the ‘Settings‘ tab.
  • After that, click on the ‘Billing Details’ option.
  • Now can see your current and next bill in the QuickBooks subscription section.
  • And in the Payroll subscription section, you can get your payroll-specific expenses.
  • Review your past bills in the QuickBooks billing history section.

How to Add a Client to Wholesale Discount Plan

A client can be easily added to the Wholesale discount plan by following the below procedures. there are three different scenarios, you have to choose any one of them according to your need.

Scenario 1: The Clients, Who Already have QuickBooks

If your clients are already using QuickBooks then you need to follow the below-given procedure;

  • Firstly, your client has to send the invite to the email address that you are using for your QuickBooks Online Accountant firm.
  • You need to open the invitation email and click on the Accept Invitation link.
  • Then, you should log in with your user ID and password.
  • You need to choose the QuickBooks Online accounting firm that you want to connect with your client with.

Scenario 2: The Clients, Who are New to QuickBooks

If your clients are using QuickBooks for the first time, then can go for the below-given procedures according to the situation;

If you add him/her to your ProAdvisor Preferred Pricing plan

  • In the QuickBooks section, you have to choose the ‘ProAdvisor Discount, to add your client to your ProAdvisor Preferred Pricing plan.
  • You need to review all the available QuickBooks and payroll products in every section. 
  • You should choose the products that you want to subscribe to your client.
  • Tick mark the ‘Make me the Primary Admin’ checkbox if you are trying to do admin work for your client.
  • If the process is completed, click on the ‘Save’ button.

If you add him/her to your own QuickBooks subscription

  • In the QuickBooks section, You have to choose the ‘Direct discount’ option.
  • Tick mark the ‘Make me the Primary Admin’ checkbox if you are trying to do admin work for your client.
  • If the process is completed, click on the ‘Save’ button.

Scenario 3: The Clients, Who Don’t Use QuickBooks

Follow the procedure, if your clients are not using the QuickBooks;

  • Firstly, you have to go to the ‘Clients’ menu, in the QuickBooks Online Accountant.
  • Then, choose the ‘Add client’ option.
  • You need to choose ‘Business or Individual’.
  • After that, you should enter your client’s info.
  • You have to choose the ‘No subscription’ option, in the Products section.
  • If the process is completed, click on the ‘Save’ button.

How to Review Wholesale Discount Clients

Follow these steps to check a client’s company name, subscription status, and product they’re using.

  • In QuickBooks Online Accountant, You should go to the ‘Settings’ menu and select the ‘Subscriptions and billing’ option.
  • Then, you need to click on the ‘Your subscriptions’ tab.
  • After that, you have to review the Wholesale client’s section.

To Change a Wholesale Discount Client’s QuickBooks Subscription

You can change a wholesale discount client’s QuickBooks subscription by following these steps.

To Improve a Client’s Subscription Level

  • In QuickBooks Online Accountant, You should go to the ‘Settings’ menu and select the ‘Subscriptions and Billing’ option.
  • Then, you need to click on the ‘Your Subscriptions’ tab.
  • In the Manage Wholesale Clients section, you have to search for your client.
  • After selecting the client, you need to choose the arrow that shows the client’s product subscriptions.
  • After choosing the product, you should click on the ‘Upgrade’ tab from the ‘Select section’ dropdown.

To Decrease a Client’s Subscription Level

  • In QuickBooks Online Accountant, You should go to the ‘Settings’ menu and select the ‘Subscriptions and Billing’ option.
  • Then, you need to click on the ‘Your subscriptions’ tab.
  • In the Manage Wholesale Clients section, you have to search for your client.
  • After selecting the client, you need to choose the arrow that shows the client’s product subscriptions.
  • After choosing the product, you should click on the ‘Downgrade’ tab from the ‘Select section’ dropdown.

How to Remove a Client from your Wholesale Discount Plan

If you remove a client from your wholesale discount plan, they will not get any discount and they will start paying for their subscription themselves. It doesn’t impact their accounting data.

  • Firstly, make your client the primary admin of their own company file.
  • In QuickBooks Online Accountant, You should go to the ‘Settings’ menu and select the ‘Subscriptions and Billing’ option.
  • Then, you need to click on the ‘Your subscriptions’ tab.
  • After that, choose the client that you want to remove.
  • You should choose ‘Remove from Wholesale’, from the ‘Select Actions’ dropdown.

Client Removes themselves from Accountant-Billed Plans

If your clients remove themselves from the accountant-billed subscription plan and start paying themselves, you will get a notification via email. Your client must be the primary admin in the account to do this. Whenever your clients want to come back, you can add them back to your wholesale plan.

Remove Payroll for a Wholesale Discount Client

  • Go to the ‘Settings’ menu and select the ‘Subscriptions and Billing’ option.
  • Then, you need to click on the ‘Your Subscriptions’ tab.
  • After that, you should go for your client.
  • You have to choose ‘Cancel Payroll’ from the ‘Select Action’ dropdown.

Hopefully, now you have the idea to manage your wholesale discount plan and wholesale discount clients in QuickBooks Online Accountant. Still, if you have any kind of doubts regarding the topic then you can find a QuickBooks ProAdvisor by dialing this number+1-818-295-3510.

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