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

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.

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