Switch Your License
to QuickWorks

Switch Your License
to QuickWorks

Switch With QuickWorks
&
Save 15% for Life

Switch With QuickWorks & Save 15% for Life

Switching your QuickBooks Online license to QuickWorks Online is a simple two-step process.
This allows us to manage your subscription and pass on exclusive 15% savings, without
becoming your official business accountant.

Complete the form

What You Get

Immediate 15% discount on your QuickBooks subscription.

Immediate 15% discount on your QuickBooks subscription.

Any timing overlap with Intuit will be refunded to you.

Any timing overlap with Intuit will be refunded to you.

Book your optional free business health check.

Book your optional free business health check.

Optional:

Book Your Free Business Health Check

Frequently Asked Questions
Switching Your QuickBooks License to QuickWorks

By adding QuickWorks as my accountant, are you replacing my actual business accountant?2025-05-16T13:13:53+00:00

No.
Adding us as your “accountant” in QuickBooks only gives us the ability to manage your license. It does not affect your relationship with your existing business accountant, and we will never interfere with that.

When will I receive the 15% discount?2025-05-16T13:12:45+00:00

Immediately. Once you’ve completed our two-step process, the discount is applied straight away.

Do you own or have access to my business data?2025-05-16T13:13:12+00:00

No.
We do not own your data. Your data remains fully under your control, and we only have access as permitted by your accountant user settings in QuickBooks.

Do I have to book the free business health check?2025-05-16T13:13:36+00:00

No.
It’s entirely optional. If you’re not interested, simply don’t book it.

Can I cancel QuickWorks at any time?2025-05-16T13:14:21+00:00

Yes.
There is no minimum contract. You can cancel at any time, no questions asked.

Has my QuickBooks license changed in any way?2025-05-16T13:14:55+00:00

No.
Your license remains a standard QuickBooks license. The only change is that it’s now administered by us—QuickBooks Platinum Advisors—allowing us to offer you a better price.

What if I want to leave QuickWorks in the future?2025-05-16T13:15:23+00:00

No problem.
Just let us know. Within 24 hours, we’ll release the license back to you by issuing a virtual invite. Once accepted, simply remove us as the accountant user.

What does the business health check include?2025-05-16T13:16:14+00:00

We’ll review:
• Your Chart of Accounts setup
• Any automation opportunities (rules, bank feeds, etc.)
• Whether your income, expenses, assets, and liabilities are categorised correctly
• Opportunities to streamline your workflow in QuickBooks
• Your information is confidential and will never be shared with third parties.

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