QuickBooks (QBO)

What is QuickBooks?

QuickBooks is an accounting software package that helps businesses and individuals manage their finances. It can be used to automate tasks like invoicing, payments, bookkeeping, and more. QuickBooks is available as a desktop application for Windows and Mac, or as an online version.


Benefit Breakdown


  • Simple Start: $30 per month
  • Essentials: $50 per month (only available if you subscribe through XYPN!)
  • Plus: $75 per month

By subscribing through XYPN, you’ll continue to enjoy discounted rates and have exclusive access to the Essentials tier — an option no longer available at the retail level.


FAQ's

I already have a QuickBooks subscription, can I get the discount? No, the QuickBooks discount is only available to members who are opening a new subscription with QuickBooks. If you have been with QuickBooks for a while and already have an established account setup, this discount would not apply to your current subscription.


Do I have to attend and pay for the XYPN Books Set-Up and Training to get the QuickBooks discount? Yes. To qualify for the QuickBooks discount, you must complete the XYPN Books New Firm Setup & Training. This training is a prerequisite for accessing the discounted QBO subscription rate. Please fill out this interest form to begin!


I'm not using XYPN Books, can I still receive the QuickBooks discount? Yes, you can receive the QuickBooks Online discount even if you are not actively using XYPN Books services. However, you must complete the XYPN Books New Firm Setup & Training webinar to get the QuickBooks discount.


Do I have to be a new firm to get the QuickBooks discount? No, but you have to be creating a new account with QuickBooks. In other words, you cannot have an existing account with QuickBooks to access the discount.


Contact

For more questions or concerns, please contact the XYPN Books' team at xypnbooks@xyplanningnetwork.com

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