Welcome to September! Now that your summer vacations are over and the kids are back in school, it’s time to focus on your firm and your goals for the rest of the year. A large part of that is working with your clients and staying updated on everything-QuickBooks.
Earn revenue share on your clients’ QuickBooks Payments transactions
In a nutshell
QuickBooks Payments is now part of the ProAdvisor revenue share program.
The revenue share program gives accountants and bookkeepers a percentage of revenue on client-eligible QuickBooks Online or QuickBooks Online Payroll subscriptions and fees as a “thank you” for referring clients to QuickBooks products.*
Now that QuickBooks Payments is part of revenue share, you can sign eligible clients up for Payments and earn 20% net transaction profit on their payment processing fees for three years. Plus, you and your clients get an ongoing discount of up to 25% on Payments processing costs.
With QuickBooks Payments, your clients can offer several payment options, such as instantly payable invoices to help them get paid four times faster.1 When clients receive payments, we’ll record and match them for you.** Plus, you’ll be able to track clients’ payment activity and help plan for the future by projecting cash flow up to 90 days in advance.
Invite your clients to QuickBooks Payments to get ProAdvisor-exclusive rates; your firm can share in the revenue.
Note: This feature is now available to some QuickBooks Online Accountant users and will roll out to all users in the next few weeks.
Save your frequently used QuickBooks Online pages
In a nutshell
Now you and your clients can bookmark your go-to areas in QuickBooks Online. When adding a bookmark, you’ll see a suggested name for it. You can rename it when you save or the name of the bookmark later at your convenience.
You and your clients are no longer restricted to saving only certain QuickBooks items; any page that has the left navigation bar visible can be saved. So rather than clicking multiple times to get what you need, you’ll be able to reach your most-used QuickBooks pages with one click.
Original article from the Firm of the Future Blog by Chau Haner
To learn more Schedule Time for a consultation or call (617) 332-8522.
