QBO Advisor Partnership Program

Two easy rewards:

Part 1: Referral Reward for New Paid Subscriptions

(When the advisor is not the payer of the subscription)

Reward

$50 USD per new paid subscription

Paid only after the subscription has been active for 3 consecutive paid months

Eligibility

Subscription must be created through the advisor's referral link or code
Advisor must not be the person/company paying for the subscription
Subscription must remain active and paid for 90 days (3 full billing cycles)

Payout Structure

Payout is issued after month 3, in the next monthly advisor payment cycle
No cap on the number of referral rewards

Examples

Advisor signs up 7 clients → all stay active 3 months → advisor receives $350
Client cancels before 3rd month → advisor receives $0 for that specific client

Part 2: Discount for Advisors Using Instant Books for Their Own Clients

(When the advisor is the payer of the subscription)

Benefit

15% discount on each subscription

For the first 6 months of each subscription that the advisor pays for

Eligibility

Advisor must be the billing owner for the subscription
Discount applies to all client accounts managed directly by the advisor

Examples

Advisor pays for 5 client subscriptions → all receive 15% off for 6 months
Advisor adds a new client in month 4 → that new account gets its own 6-month discount period

Important Notes

Advisors can earn both types of rewards depending on the scenario
Discounts and referral payouts do not stack on the same subscription
A subscription can only be classified as:
- Advisor-paid (eligible for 15% off) or
- Client-paid (eligible for $50 referral reward)

Instant Books - Automated QuickBooks Online Bookkeeping