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ProAdvisor Site Now Helps Recommend Right Bundles of Products for Clients
 Recommended Client Solutions. Now when you’ve logged in as a ProAdvisor, you'll have access to recommended solutions or bundles of QuickBooks products.
When you browse product pages (such as the page for QuickBooks Premier) you'll now see these recommendations, identified in the right-hand side. See an example of one of these boxes to the left here.
When ProAdvisors click on the Learn More button, they'll find more information and action steps in a popup Window, as shown below.
This Is Part One of a Two-Part Site Improvement. In Part One, some recommendations will be in the form of proposed solutions or bundles and will provide a phone number for ordering purposes. Others (as shown below) include a Continue link to continue the online ordering process.
Part Two Coming. We are planning further Web enhancements for later this year that will allow online ordering of of even more bundles at ProAdvisor discounts.
These site improvements are designed to help you get you choose the right products for your clients while recognizing your role as a QuickBooks ProAdvisor.
You're Invited: 2008-2009 Intuit Accountant and Advisor Customer Council
Applications for the Council Are Open. Intuit wants to hear from you if you are interested in joining a select group of accounting and tax practitioners: the 2008-2009 Accountant and Advisor Customer Council. Members meet twice a year at an Intuit location and join in several teleconference calls throughout their term, to provide Intuit's product managers, marketers and top executives with action-oriented feedback.
New Faces Are Good. Dont worry if you have not been actively involved with Intuit in the past. We want to reach out to ProAdvisors and other practitioners who we have not heard from in the past.
Learn more and apply here.
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Working with Client Files; Financial Statement Designer
Chance to Win $400. By answering no more than 16 questions, you will help us make smarter decisions as we work to improve QuickBooks. As our thanks you will be entered into a sweepstakes to win an AmEx gift cheque in the amount of $400.
Start the survey or review the rules and regulations here.
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May 1 Is Last Chance for Early Bird Pricing
for Intuit Accounting Professional User Conference
With two great locations to choose from, and a long list of great sessions on QuickBooks, Lacerte, and Practice Management, the 2008 Intuit Accounting Professionals User Conference in June is expected to sell out soon.
You can grab your spot at the 2008 Intuit Accounting Professionals User Conference and save $100 if you act by May 1.
Updates on Advanced Certification Requirements
As announced last week, in response to ProAdvisor feedback, look for changes in the exam for the Advanced Certified QuickBooks ProAdvisor designation to go live early next month.
Your Tech Support Contract Is Non-Transferable
To help you save time in reaching our ProAdvisor Technical Support agents, Intuit reminds you that access to technical support is authorized for QuickBooks ProAdvisors, - but not colleagues in their firm.
Service Discontinues for QuickBooks 2005, etc.
Alert Your Clients. Effective May 31, 2008, in accordance with our QuickBooks Service Discontinuation Plan, Intuit will discontinue live support* and add-on service(s) available for some software products, specifically
- QuickBooks 2005 (all Windows desktop versions).
- QuickBooks Point of Sale 4.0.
- QuickBooks Enterprise Solutions Version 5.0.
For more information about products and services affected, see the QuickBooks Service Discontinuation posting here.
We take this action to allow us to focus our resources on enhancing our products and providing support for more current versions, which are used by the vast majority of our customers. We believe the result is a better customer experience for hundreds of thousands of QuickBooks users.
* Live support includes any telephone support, data recovery and password removal services, and electronic support provided by a technical support representative.
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Help QuickBooks Clients with New Financing Option
If you have clients struggling with cash flow, you should know that Intuit has quietly introduced a lease-financing option for many products. This option will be especially welcome in the retail industry, where setting up QuickBooks Point of Sale can involve both software and hardware costs.
Lease-financing offers immediate access to QuickBooks products, including Point of Sale software and hardware solutions, with predictable low monthly payments.
Benefits from Client View
- Leasing helps small businesses preserve valuable and scarce working capital.
- Lease financing allows your clients to finance the entire cost of their technology acquisition, including (for QuickBooks Point of Sale) hardware equipment and software.
- Eight out of ten U.S. businesses use lease financing to acquire the capital equipment required for growth, according to industry estimates.
Order by Phone. Because of the number of variables, the leasing process is conducted as a telephone order. Call (866) 379-6636 for details.
Eligible for Lease Financing
- QuickBooks Point of Sale Software
- QuickBooks Point of Sale Hardware
- QuickBooks Point of Sale Learning CDs
- QuickBooks Financial Management Software (Most Desktop Versions)
- Point of Sale Supplies
Currently Not Eligible
- QuickBooks Enterprise Solutions
- All Add-On Services, including
- Merchant Service
- All Payroll Services
- All Support Plans
Process. Clients who pursue a leasing option would be leasing directly from Marlin Leasing Corp., but you (or your clients) will start the ordering process by calling Intuit. The Intuit service agent then alerts Marlin Leasing and Marlin will contact the client to confirm terms. Marlin alerts Intuit and then the Intuit service agent contacts the client to complete the transaction.
Key Points
- The leasing program is through a third party. Unlike when you make a direct purchase from Intuit, in this case we are not able to provide a ProAdvisor discount to you, or for you to extend to your clients, when you lease from the third party.
- The minimum lease amount is $1,000.
- Currently lease terms are available for 12, 18, or 24 months.
- You can add items to an existing lease at a later date.
- The hardware manufacturer’s warranty period runs independent of the length of the lease.
Note
Pricing based on hardware and software configuration selected. Terms, conditions, pricing, features and service options subject to change.
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QuickBooks ProAdvisor Newsletter
Editor: Bill Teague
Publisher: QuickBooks ProAdvisor Team
We welcome your suggestions and feedback on the content or design of your newsletter at pap-editor@intuit.com. For feedback or questions about your ProAdvisor benefits or log-in, please contact proadvisors@intuit.com.
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©2008 Intuit Inc. All rights reserved. Intuit, the Intuit logo, Intuit ProConnection, EasyACCT, Lacerte, ProSeries, QuickBooks, QuickBooks ProAdvisor, Quicken, and TurboTax, among others, are registered trademarks and/or registered service marks of Intuit Inc. in the United States and other countries. Other parties' trademarks or service marks are the property of their respective owners and should be treated as such.
Program terms and conditions, pricing, features and service options are subject to change without notice.
This newsletter is provided as a convenience for our customers and is not intended to supplement, modify, or extend the Intuit software license agreement between Intuit and the customer for any Intuit product or service. Terms and conditions subject to change without notice.
Please Note: Intuit respects the personal nature of email communication. Every effort is made to offer only information or products that may be of value to you. If you do not wish to receive this QuickBooks ProAdvisors Newsletter, please click here to
UNSUBSCRIBE and we'll take you off the list as quickly as possible. Unsubscribing will remove your address from receiving the QuickBooks ProAdvisor Newsletter and noncritical product alerts. You will still receive critical product alerts on Intuit products which are registered to your name. If you desire to halt ALL communications from Intuit please send an email to proadvisors@intuit.com.
Intuit Inc., Customer Communications, 2800 E. Commerce Center Place, Tucson, AZ 85706 |
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