QuickBooks Accountants | Why Choose QuickBooks Online (2024)

Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.For more information about Intuit Payments' money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.

*Offer Terms

QuickBooks Ledger subscription is only available through the Accountant channel and requires an active subscription to QuickBooks Online Accountant. Your account will automatically be charged monthly until you cancel. Sales tax may be applied where applicable. To cancel your subscription at any time, go to Account & Settings and select “Cancel.” Your cancellation becomes effective at the end of the monthly billing period. You will not receive a pro-rated refund; your access and subscription benefits will continue for the remainder of the billing period. Terms, conditions, pricing, special features, and service and support options subject to change without notice. Requires connection to client's bank and credit card accounts. QuickBooks Online requires a computer with a supported browser (see System Requirements for a list of supported browsers) and an Internet connection (high-speed recommended). For high-volume Ledger purchases, we have dedicated resources to help set up your clients' files: When you speak with our Accountant Sales team to place an order, they can also help facilitate the migration and setup process with Professional Services Team.

Free assisted migration and personalized setupfrom QuickBooks Desktop Pro, Premier, Mac, or Plus (“Desktop”) to QuickBooks Online Simple Start, Essentials, Plus or Advanced (“QuickBooks Online”), or QuickBooks Desktop Payroll, Payments, or Time to QuickBooks Online Payroll, Payments, or Time is available to customers who sign up for assisted migration or personalized setup to QuickBooks Online and is subject to capacity. The assisted migration offer is eligible to Desktop customers that are migrating their data and setting up QuickBooks Online. The personalized setup offer is eligible to Desktop customers that are migrating their data, as well as those customers who elect not to migrate their data, who are starting new QuickBooks Online accounts, and setting up QuickBooks Online. Personalized setup is limited to a 1-hour session with a customer success product expert. Intuit reserves the right to limit the number of sessions and the length and scope of each session. Assisted migration results may vary based on business complexity and file size. Terms and conditions, features, support, pricing, and service options are subject to change without notice.

QuickBooks Online Accountant Rev Share Program Offer Terms

Eligibility: QuickBooks Online Accountant (“QBOA”) firms are eligible to apply to enroll in the “Revenue Share Program” and add and manage only new subscribers through “Add Client” for certain subscriptions (“Revenue Share Subscriptions”) and add-ons (“Revenue Share Add-Ons”).

Rev Share Subscriptions means the following QuickBooks services: QuickBooks Online Simple Start, Essentials, Plus, and Advanced, and QuickBooks Online Payroll Core, Premium, and Elite. The Revenue Share Add-Ons means the per employee fee and multi-state charge for QuickBooks Online Payroll. The Revenue Share Subscriptions and Add-Ons do not include other optional add-on services for which Intuit charges a fee and is not already included in the base fee for the subscription.

Only one (1) QBOA user may enroll the QBOA firm in the Revenue Share Program. Intuit reserves the right to accept or decline any QBOA firm.

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.

Intuit may terminate these terms or the Revenue Share Program or modify the terms of the Revenue Share Program for any reason and at any time, at Intuit’s sole discretion, without notice. Terms, conditions, pricing, special features, and service and support options are subject to change without notice.

QuickBooks Payments account subject to eligibility criteria, credit, and application approval. A subscription to QuickBooks Online is required. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For more information about Intuit Payments' money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.

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**Features

Anywhere Access-QuickBooks Online Mobile: QuickBooks Online requires a computer with a supported Internet browser (see System Requirements for a list of supported browsers) and an Internet connection (a high-speed connection is recommended). The QuickBooks Online 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. QuickBooks Online mobile access is included with your QuickBooks Online 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.

Collaborate with your accountant: You can connect up to the following for each product: 1 billable user and 2 accounting firms for QuickBooks Online Simple Start, 3 billable users and 2 accounting firms for QuickBooks Online Essentials, 5 billable users and 2 accounting firms for QuickBooks Online Plus, 25 billable users and 3 accounting firms for QuickBooks Online Advanced. Accounting firms must connect using QuickBooks Online Accountant.

Connect your bank and credit cards / bank rules: Online services vary by participating financial institutions or other parties and may be subject to application approval, additional terms, conditions, and fees.

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.

Move custom reports: Migrated custom reports will include custom headers, footers, filters, font/numbers and display settings for the top 20 most used custom reports. Desktop filters which are not compatible with QuickBooks Online, including custom fields, will not be available.

Third-party app integration: Online services vary by participating financial institutions or other parties and may be subject to application approval, additional terms, conditions, and fees. For more information see apps.com.

**Product information

QuickBooks Accountant Batch Migration Tool: Works with QuickBooks Desktop Accountant versions 2024 - 2021. Does not work with 2020 and prior versions or with Enterprise versions. Company files from QuickBooks Desktop 2011 or later can be migrated using QuickBooks Desktop Accountant 2021 and later. Excludes QuickBooks Enterprise company files. Up to 50 employees on QuickBooks Payroll per QuickBooks Desktop company file. If more, contact expert help for migration: 1-800-459-5183.

QuickBooks Online system requirements: QuickBooks Online requires a persistent internet connection (a high-speed connection is recommended) and computer with a supported Internet browser or a mobile phone with a supported operating system (see System Requirements) and an Internet connection. Network fees may apply.

QuickBooks Online app: The QuickBooks Online app for Windows and Mac (“app”) requires a Windows PC or Mac computer with a supported browser (see System Requirementsfor a list of supported browsers) and an Internet connection (high-speed recommended). The app is available for QuickBooks Desktop migrators with an active QuickBooks Online Simple Start, Essentials, Plus, or Advanced subscription. Multiple company tabs allow for simultaneous sign in across multiple company files. Access to each company file sold separately. Terms and conditions, features, support, and services options subject to change without notice.

QuickBooks Online mobile app: The QuickBooks Online mobile companion 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. QuickBooks Online mobile access is included with your QuickBooks Online 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.

QuickBooks Online Payroll: Requires a separate QuickBooks Online Payroll subscription. Additional fees will apply. Learn more about QuickBooks Online Payroll at https://quickbooks.intuit.com/payroll/.

Auto Payroll: Available if setup for the company is complete. At least one employee has completed setup and has consistent payroll that qualifies for automation (i.e. salaried or hourly with default). Company must complete bank verification if Employee has direct deposit as the payment method, and the first payroll must run successfully. The account must not have a hold.

Full-service payroll: Automated tax payments and filing available for state and federal taxes in all QuickBooks Online Payroll subscriptions in all 50 states. Full-service payroll services limited to QuickBooks Enterprise Diamond subscriptions and existing QuickBooks Desktop Assisted Payroll subscriptions only, not available for Desktop customers in Indiana or Wyoming.

For U.S. Payroll & Contractor Payments: Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services, subject to eligibility criteria, credit and application approval. For more information about Intuit Payments Inc.'s money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.

QuickBooks Payments: QuickBooks Payments account subject to eligibility criteria, credit, and application approval. Subscription to QuickBooks Online required. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services For more information about Intuit Payments' money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.

QuickBooks Online Technical Support: Support hours exclude occasional downtime due to system and server maintenance, company events, observed U.S. holidays and events beyond our control. Intuit reserves the right to change hours without notice. For hours of support and how to contact support, visit: https://quickbooks.intuit.com/learn-support/en-us.

QuickBooks Time: Time tracking included in the QuickBooks Online Payroll Premium and Elite subscription services. Features vary. The QuickBooks Time 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. 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.

Cancellation policy: There’s no contract or commitment. You’re free to switch plans or cancel any time.

Terms, conditions, pricing, special features, and service and support options subject to change without notice.

QuickBooks Accountants | Why Choose QuickBooks Online (2024)
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