Editorial Manager/US Team Lead
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Intuit and Receipt Bank Ink ProAdvisor Partnership

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Jun 23rd 2015
Editorial Manager/US Team Lead
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Expense processing company Receipt Bank and Intuit are now working together to provide ProAdvisors the ability to monitor their clients' cash flow within QuickBooks.

The union was announced at the ProAdvisor-centric Scaling New Heights event in New Orleans on June 22. Essentially, Receipt Bank will extract key information from clients' bills, receipts, and invoices. Data can then be published directly into QuickBooks Online, providing an image of the source document.

The goal of the new relationship is to allow accountants to ask questions in real-time versus weeks after the transactions take place.

“The purpose of the ProAdvisor Program is to help accounting professionals grow their practice and better serve their clients,” Luis Sanchez, director of Intuit's worldwide QuickBooks ProAdvisor Program, said in a keynote address. “This partnership helps us deliver on that promise. The integration between QuickBooks Online and Receipt Bank helps ProAdvisors save time and gain better insights into their clients' cash flow and overall performance, which provides an opportunity to be a strategic advisor to small businesses.”

Some specifics of the partnership include:

  • A free, lifetime Receipt Bank account (no client minimum).
  • A 50 percent exclusive monthly discount for clients off the listed multi-user price.
  • Receipt Bank Dashboard access.
  • Receipt Bank certification and training.
  • Dedicated support for ProAdvisors and their clients.

The exclusive Receipt Bank benefits are valid for QuickBooks ProAdvisor members who own or are employed by an accounting/payroll or CPA firm with clients. Free account qualification is subject to approval by Receipt Bank.

Is this something your firm could or would utilize for your clients?

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