How do I make my clients eligible for preferred pricing?

I'm happy to see you here in the Community, @LadyKBell.

I've got here the steps to make your client eligible for preferred pricing.

You can transfer a client's subscription if they want to be part of your firm's billed subscriptions and have already paid for one. We'll stop your client's billing, add them to your plan, and adjust your charges. 

To begin, I suggest asking your client to be their accountant. If you haven’t already, ask your client to invite you to become their accountant.

Then, ask the primary admin of your client's QuickBooks company to give you the right permissions. Here's how:

1. Ask your client's primary admin to sign in to QuickBooks Online.
2. Go to Settings ⚙and select Account and settings.
3. Choose the Billing & Subscription tab.
4. Click the Allow billing transfer to your accountant link.

I will also be adding this link as future help that you can check out: Preferred Pricing

Stay in touch with us if you need further assistance in adding a client or any QuickBooks concerns. We're always around to assist you anytime. Have a great day!

These steps do not make my clients eligible.  They only take me to the page where I find out IF they are eligible.  I'm currently showing 3 clients.  One is not eligible because permission is needed.  One IS eligible because I got permission for them.  The last one I have also gotten permission but it still says they are not eligible because different billing system.  They are the ones I need to know how to make them eligible.  How do they change their billing system to an eligible one?

I've come to share further details about making clients eligible for preferred pricing in QuickBooks Online Accountant (QBOA), @LadyKBell.

When your client has the No (different billing system) status under the Client Eligible to Add column, this means that they're not able to be added to your firm's (wholesale) billing. They are specified with the said status since they still belong to an older billing system which prevents them from being part of your  firm-based subscriptions.

I recognize having the option to add all clients (regardless of the eligibility status) for preferred pricing as an opportunity on which area of the product's feature we need to improve on. With this, I encourage you to send feedback or product recommendation.

Your valuable feedback will be forwarded and reviewed by our Product Development team to help improve your experience while using the program. Here's how:

1. Go to the Gear icon.
2. Select Feedback.
3. Type in your recommendation in the Share your feedback field.
4. Click Next.
5. Follow the on-screen instructions to complete the process.

I've attached screenshots below that show the first four steps.

Also, I'm adding these articles to answer the most frequently asked questions on how ProAdvisor Preferred Pricing works and details about situations where existing QBO subscriptions are eligible for firm-billed discounts:

• What is wholesale billing?
• Learn about exceptions for transferring firm-billed discounts with ProAdvisor Preferred Pricing

I'm all ears if you have other concerns about managing clients' wholesale billing status in QBOA. You can leave a comment below, and I'll be right there with you. Take care always, @LadyKBell.

This is indeed a disappointing and frustrating answer.  I have submitted the following in feedback.

********************

On Sep 1, 2021 at 8:11 AM Anonymous <[email address removed]> wrote:

I have setup my preferred pricing and have added two clients. Another client shows, under eligibility, "NO: Different Billing System". This happens to be the client who needs the discount the most.

How can we transfer this client to an eligible billing system? Would it require creating a new QBO company and importing all their data?

**********************

Thank you for answering my question.