With June comes the official start of summer and the summer solstice—the longest day of the year. It’s a great reminder to soak up a little Vitamin D in the great outdoors. When you’re done, be sure to check out this month’s updates below
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Learn about the most exciting innovations across the QuickBooks Online ecosystem.
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In a nutshell: You may have added the new QuickBooks Bill Pay for your clients to help them streamline payments, save time, and manage liability.** Now you can get QuickBooks Bill Pay Elite to simplify your firm’s accounts payable, at no subscription cost.
For your firm’s own use, add Bill Pay Elite and pay no subscription fee, no fees for ACH payments, and get 15% off transaction fees.*
Your firm can use Bill Pay’s time-saving automation, from tracking and paying bills to gathering business insights, all in QuickBooks Online Accountant.** With Bill Pay Elite, you can assign which firm members can create, approve, and pay bills—and limit access to your books. You can also issue unlimited 1099s, for no additional fee.**
Important pricing details and product information
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/.
*ProAdvisor Preferred Pricing - ProAdvisor Firm Discount
FOR QUICKBOOKS ONLINE ACCOUNTANT CUSTOMERS WHO TAKE ADVANTAGE OF THE FREE QUICKBOOKS ELITE BILL PAY SUBSCRIPTION WITH PROADVISOR PREFERRED PRICING - PROADVISOR DISCOUNT OFFER
Eligibility: This offer is eligible to accounting firms who register or have registered for QuickBooks Online Accountant (“QBOA”) and use the ProAdvisor Discount option (“QBOA Customer”) to subscribe to QuickBooks Bill Pay (“Bill Pay”) for the QBOA Customer’s firm. The ProAdvisor Discount invoicing option means that the QBOA Customer agrees to pay for Bill Pay subscription fees.
Pricing: Eligible QBOA Customers will be entitled to the following discounts for their firm:
Free subscription to QuickBooks Bill Pay Elite
Free standard ACH payments
15% off the then-current per transaction fee for: (i) Payments by check; and (ii) Faster ACH payments
Discount and list price subject to change at any time at Intuit’s sole discretion. All prices are quoted without sales tax.
Offer Terms: To be eligible, Bill Pay subscriptions must be entered through the ProAdvisor Discount. The discount is valid only for the named individual or company that registered for the Bill Pay subscription and cannot be transferred to another client, individual, or company. Cannot be combined with any other Intuit offer. Offer valid for a limited time only, only in the U.S., and is non-transferable. Terms, conditions, pricing, special features, and service and support options subject to change without notice.
Billing: The QBOA Customer's account will automatically be charged on a monthly basis until the Bill Pay subscription is canceled. The first billing date will be prorated and deferred to the next existing QBOA billing date (“Existing Billing Date”), unless Bill Pay enrollment is on the same date as the Existing Billing Date, in which case the full monthly cost will be charged upon enrollment. To cancel your Bill Pay subscription, go to Account & Settings > Billing & Subscription in QBOA, and select “Cancel” for QuickBooks Bill Pay. Cancellation will become effective at the end of the monthly billing period. You will not receive a prorated refund.
**Product information
QuickBooks Bill Pay: QuickBooks Bill Pay 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/.
**Features
Standard ACH: Limits may apply on total number and amount of payments.
Auto-match transactions: QuickBooks Online will only match bank withdrawals with transactions processed through QuickBooks Bill Pay. Not all transactions are eligible and accuracy of matches is not guaranteed.
Unlimited 1099 e-file: Create and e-file unlimited 1099-MISC and 1099-NEC forms in QuickBooks. 1099 forms are e-filed only for the current filing year and for payments recorded in QuickBooks to your vendors or contractors. Excludes state filings, please check with your state agency on any state filing requirements. If you choose the 1099 E-File Service, Intuit will e-file your Federal 1099 information with the IRS, and then print and mail a copy directly to your vendors and contractors (excluding corrections). As part of the 1099 E-File Service, we also give your vendors and contractors online access to their 1099s.
In a nutshell: You now have more flexibility and control over who pays for your clients’ QuickBooks subscriptions. Through QuickBooks Online Accountant, you can mix and match the billing options for each QuickBooks product based on what best suits your client and your firm.
Rather than billing either your firm or your client for all of their QuickBooks Online products, you will now be able to select how to bill each one. Choose to have your clients directly pay for services with variable fees, like Online Payroll, 1099 filings or Contractor Payments, and Time, while your firm continues to pay for QuickBooks Online. The ability to split the billing per product might even make it easier for your firm to recommend Online Payroll to your clients without having to manage its monthly billing and operations. (Note: Later this year, you'll also be able to split the billing options for QuickBooks Bill Pay.)
This new customization will apply to both your existing and new clients, and can help your firm standardize your monthly QuickBooks invoice without the complications of variable costs. Sign into QuickBooks Online Accountant and go to Subscriptions and billing to choose the right billing option for each of your clients’ subscriptions.
In a nutshell: When you can fix payroll after processing, you can feel more in control when running it. You and your clients can now record payroll after employees have been paid, or void a check and recreate it with updates—even if the tax payment will be past due.
In QuickBooks Online Payroll, you can correct payroll mistakes and manage payroll for employees whose paychecks haven't been recorded within the current tax quarter. Note that corrections can only be made if taxes haven't been filed for that period.
After any payroll changes you make, QuickBooks will also remind you to check your payroll taxes to see whether the amount you owe has changed.
In a nutshell: Your clients using QuickBooks Online Payroll Premium and Elite can now collaborate more easily with their employees to complete I-9 employment verification.
Rather than rely on hard copies of this important form, clients can simplify and digitize the I-9 process:
Note: QuickBooks Workforce must be enabled for an employee for them to self-setup and complete their I-9 form, and employees must have access to QuickBooks Workforce to complete self-setup and their portion of the I-9 form. This feature is only available in the QuickBooks Workforce web portal.
In a nutshell: Your client’s default view in QuickBooks Online now has a more streamlined layout. In Dashboards, a new tab called Home combines the previous Get things done and Business overview tabs.
In the Home tab, your client can view business performance and complete work tasks in the same place. They can also personalize the page like a dashboard by resizing, reordering, adding, and removing widgets to help them fit their needs and work the way they want.
By default, your client’s homepage will include productivity and insights widgets, as well as discovery widgets or suggestions for an improved experience from the start.
In a nutshell: Sometimes, what your client needs most to grow their business is to reach more customers. As a ProAdvisor, you can now help answer those needs by offering them an exclusive discount on Mailchimp that will be available this month.
When a client signs up through you for a Mailchimp Standard or Premium plan, they can receive an exclusive discount of 30% off for one year.*
To share your discount with your clients, sign into QuickBooks Online Accountant, select ProAdvisor, choose the Benefits tab, and share the link with your client discount. If your firm is also interested in trying out Mailchimp to find more clients, you can also get an exclusive firm discount of 75% off for one year.**
Important pricing details and product information
Offer terms
*Valid only for Accountant-attached QuickBooks Online Customers who do not have a Mailchimp account and who sign up for Standard plan from 4/22/2024 - 5/15/2025 (MM/DD/YYYY format) through call-to-action button on this page. 30% off Standard plan for 12 months, not including add-on fees or one-time fees, followed by the Standard plan rate currently in effect based on your contacts and email sends. Your number of contacts will determine your pricing tier and number of monthly sends. When you redeem this offer, you will be placed on the Standard plan in a tier with up to 500 contacts and up to 6,000 monthly email sends. If you exceed these limits, you will be subject to additional charges for overages, which do not include the discount. You will lose the offer if you change your plan type or cancel your account. Pausing your account does not pause the discount. Once discount ends, you will automatically be charged Standard plan rate without discount.
View full terms.
**Valid only for QuickBooks ProAdvisors who do not have a Mailchimp account and who sign up for Standard plan from 4/20/2023 - 4/20/2025 (MM/DD/YYYY format) through call-to-action button on the ProAdvisor page. 75% off Standard plan for 12 months, not including add-on fees or one-time fees, followed by the Standard plan rate currently in effect based on your contacts and email sends. Your number of contacts will determine your pricing tier and number of monthly sends. When you redeem this offer, you will be placed on the Standard plan in a tier with up to 500 contacts and up to 6,000 monthly email sends. If you exceed these limits, you will be subject to additional charges for overages, which do not include the discount. You will lose the offer if you change your plan type or cancel your account. Pausing your account does not pause the discount. Once discount ends, you will automatically be charged Standard plan rate without discount. View full terms.
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