ProAdvisor Program are for Tax Agents and Bookkeepers only. (I.e. who has TAN or BAN)
User has an option to finish off the current subscription before switching to QuickBooks Pro Advisor, if the user wants to fully switch, he needs to "Cancel Subscription" (of the LodgeiT Plan")
Guide: How to cancel LodgeiT subscription plan (Tax Agent)
Notes:
- Cancel Subscription, doesn't refund anything and you will lose all current credits.
- Data, records, client list still intact.
- Financial Report Pro/Advance, should be purchase separately. Learn more
Once ready to Redeem the QuickBooks Pro Advisor, the user needs to click the Activate button in QuickBooks Online Accountant.
LodgeiT gets the user personal Intuit account info and suggest the user to either:
a. Create new LodgeiT account
b. Link to existing account
Then LodgeiT connects to QBOA file and automatically checks the ProAdvisor tier (Silver, Gold, etc.) if eligible for it, LodgeiT automatically activates corresponding subscription.
Note: In order to keep the ProAdvisor subscription active the user has to keep their account be connected to QBOA file which is eligible for free subscription
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.