ProAdvisor Program are for Tax Agents and Bookkeepers only. (I.e. who has TAN or BAN)
1. Log into your QuickBooks Online Accountant Dashboard http://qbo.intuit.com
2. Click on ProAdvisor in the left-hand navigation, select Benefits then press "Activate" in the QuickBooks Tax row.
Click HERE to see ProAdvisor benefits and tiers
3. Once "Activate" has been clicked, follow the prompts to allow access to your details for the setup process
4. Next, create your LodgeiT account by selecting "No, create new account". If you already have a LodgeiT account. Then, sign in using your existing details
For new LodgeiT Account -A form will open which requires you to enter the Primary Admin Email, Firm Name and Firm Company ID
5. Using your preferred authenticator app (download from the App store or Google Play), scan the QR code and input your 6-digit code.
6. Connect LodgeiT to QuickBooks Online Accountant so data can be seamlessly shared between the two systems.
7. Finalise the LodgeiT registration process by completing the form including your Tax or BAS Agent details.
8. Activation Completed. With your free LodgeiT subscription activated and connected to QuickBooks Online Accountant, you’re now ready to complete the onboarding process.
Related Guide:
Please note the following:
- Upgrade/downgrade is automatic. The main requirement is that the agent must keep their LodgeiT organisation being connected to the QBOA file all the time.
- No refunds will be issued for cancelled subscriptions and you will not lose any historical data.
- We have a 3 months refund policy. LodgeiT Plan purchased should be within that period. . You may ask your Intuit's representative that you will use the code next time or when you run our of lodgements.
FAQ
Q: How to buy additional lodgements/extra forms?
A: Ask your 'QuickBooks Online' account representative to adjust your package subscription, ie Intuit leadership need to change inclusion amounts, or you also have an option buy additional lodgements out of pocket via LodgeiT in the billing section.
Note:
The ProAdvisor Basic/Silver plan is non-renewable and can be used only during 1st year.
The details can be found in ProAdvisor program terms https://quickbooks.intuit.com/au/accountants-and-bookkeepers/proadvisors/terms/