If you’re a QuickBooks Online Plus user, you’ve probably heard of Priority Circle—a premium support and resource program that adds tremendous value to your subscription. Imagine having a dedicated team and exclusive tools to help streamline your financial processes and grow your business. That’s exactly what Priority Circle offers.
This article will walk you through the features, benefits, and exact steps to access the Priority Circle within your QuickBooks Online Plus account.
Benefits of Priority Circle
Accessing Priority Circle opens the door to numerous advantages:
- Dedicated Account Manager
Get personalized support from a dedicated account manager who understands your business and QuickBooks needs. - Faster Support for Critical Issues
Enjoy shorter wait times and faster resolutions to technical challenges. - Exclusive Training Resources
Access premium training modules to enhance your knowledge of QuickBooks and improve your team’s efficiency. - Insights and Reports for Business Growth
Receive business insights and analytics to make informed decisions for scaling your operations.
Eligibility Criteria for Priority Circle
To access Priority Circle, you need to meet specific criteria:
- Subscription Requirements
Priority Circle is available only to QuickBooks Online Plus, Advanced, or Enterprise plan users. - Revenue Thresholds
Your business needs to meet a minimum spending requirement on QuickBooks services to qualify. Typically, this is around $5,000 annually. - QuickBooks Online Plus Plan
Ensure you’re subscribed to the correct plan. If you’re unsure, check under Settings > Account and Settings > Billing & Subscription to confirm your plan details.
Step-by-Step Guide to Access Priority Circle
Follow these steps to access Priority Circle in QuickBooks Online Plus:
- Log in to Your QuickBooks Account
Visit QuickBooks Online and log in with your credentials. - Navigate to the Help Menu
- Once logged in, click on the Help icon at the top right corner of your dashboard.
- Look for Priority Circle in the menu options.
- Access via Email Invites
- If your account qualifies, QuickBooks may send you an email invite with detailed instructions.
- Follow the link to activate your Priority Circle membership.
- Connect with an Account Manager
- After activation, you can connect with your dedicated account manager for personalized support. Use the dashboard to schedule calls or access immediate help.
Detailed Explanation of Priority Circle Features
- Faster Customer Support
When facing technical challenges, Priority Circle ensures you bypass long wait times:- Use the Help Menu to initiate a chat or schedule a callback.
- Dedicated support agents address your issues promptly.
- One-on-One Business Guidance
Take advantage of expert advice tailored to your business needs:- Schedule strategy sessions directly with your account manager.
- Discuss growth strategies, operational challenges, or new features you’re considering implementing.
- Access to Advanced Training Materials
Boost your skills with exclusive resources:- Comprehensive QuickBooks tutorials.
- Webinars designed for Priority Circle members.
Best Practices for Using Priority Circle
Maximize the benefits of Priority Circle by following these tips:
- Utilize Your Account Manager Effectively
Prepare questions or topics in advance to make your sessions productive. - Leverage Employee Training Resources
Encourage your team to attend Priority Circle webinars or training sessions. - Request Insights Regularly
Use your account manager to gain business insights and actionable recommendations.
Troubleshooting Access Issues
If you’re having trouble accessing Priority Circle, consider these solutions:
- Ensure Your Subscription is Active
Check your subscription status under Settings > Billing & Subscription. - Contact QuickBooks Support
Reach out directly via the Help menu or QuickBooks Support page for assistance. - Recheck Email Invites
If you were invited but haven’t activated your membership, look for the email again and follow the instructions.
Advantages of Upgrading to QuickBooks Online Plus for Priority Circle
If you’re not on the Plus plan yet, upgrading unlocks additional features alongside Priority Circle:
- Advanced reporting capabilities.
- Multiple user access for enhanced collaboration.
- Dedicated account manager and premium support.
Frequently Asked Questions About Priority Circle
- Is Priority Circle available in other QuickBooks plans?
Yes, it’s also available in QuickBooks Advanced and Enterprise plans. - Can I customize my support preferences?
Yes, your account manager will tailor their support based on your specific needs. - How do I switch account managers if needed?
Contact the Priority Circle team via the Help menu to request a change. - What happens if I no longer meet eligibility requirements?
Priority Circle access may be revoked, but you’ll receive notifications in advance. - Is Priority Circle available internationally?
Currently, it is offered only in select countries. Check with QuickBooks Support for availability in your region.
Conclusion
Accessing Priority Circle in QuickBooks Online Plus is a game-changer for businesses that need premium support and expert guidance. By following the steps outlined in this guide, you’ll unlock personalized assistance, advanced training, and business insights to take your operations to the next level.