QuickBooksHelp
Intuit
Intuit
‎October 25, 2018 01:14 AM

Manage billing, payment, and subscription info in QuickBooks Online

Learn how to manage your QuickBooks Online subscription, whether you need to update the card on file, change your subscription, or just view your billing history.

What do you want to do?

To watch more how-to videos, visit our video section.

Learn about your subscription

You need a credit or debit card for QuickBooks Online subscriptions. Accepted cards include Visa, MasterCard, American Express, and Discover. The card must have a US-based billing address. US territories are excluded.

To keep your account active, your card will be set up on a billing cycle. You'll have the option to pay monthly, or you can save 10% with annual billing.

View your subscription info

  1. Sign in to QuickBooks Online as a primary admin.
  2. Select Settings ⚙, then Account and settings.
  3. Select Billing & Subscription.
  4. Review the information in each section.
    • To view payment history: In the QuickBooks Online tile, select View payment history. Your billing history shows the last 6 months’ bills.

Update or change your payment method

  1. Sign in to QuickBooks Online as a primary admin.
  2. Select Settings ⚙, then Account and settings.
  3. Select Billing & Subscription.
  4. Next to your payment method, select Edit ✎.
  5. This will launch the Wallet list. From this view you can:
    • Edit the payment method used for QuickBooks Online billing (expiration date, billing address, account holder name)
    • Add a new payment to be used for QuickBooks Online billing
    • Switch QuickBooks Online billing to previously stored payment method
  6. After saving your change, the payment method will be displayed on the Billing & Subscription page.

Note: If you have QuickBooks Online bundled with Payroll, this also updates the credit card info for your payroll subscription. If you have more than one Intuit subscription, use Intuit Payment Wallet to add and retrieve payment methods for all your subscriptions.

Change your billing schedule

Before you update your payment schedule, here are a couple of things you should know:

  • You can save 10% on annual billing.
  • When switching to a different billing schedule, you'll get a credit on your new plan based on the unused portion of your old plan.
  • When switching from annual to monthly billing:
    • You may have to wait until there are 30 days before your next payment.
    • You will get a refund for any unused portion of your old annual plan that we can't roll over as credit on your new plan.
    • If you want to renew a canceled or terminated annual subscription as a monthly subscription, you must first renew as annual, then switch to monthly billing.
  • If you have a payroll subscription, you cannot switch to annual billing. This is because your payroll plan has a monthly fee for each active employee and additional states you run payroll for.
  1. Sign in to QuickBooks Online as a primary admin.
  2. Go to Settings ⚙, then Account and Settings.
  3. Select Billing & Subscription.
  4. Select Switch to monthly billing or Switch to annual billing.
  5. Select Switch, then Done.

Upgrade or Downgrade your subscription

Find the accounting tools that are right for you. Need more (or fewer) features? Follow these steps to upgrade or downgrade your subscription.

Transfer billing from your accountant

You can choose to transfer management of your QuickBooks Online subscription from your accountant to yourself. You’ll need to resubscribe to your plan and enter your credit card information to pay directly for your subscription. You will be charged current retail prices for the subscription. Your accountant will be notified of this change.

  1. Sign in to QuickBooks Online as a primary admin.
  2. Go to Settings ⚙, then Account and Settings.
  3. Select Billing & Subscription.
  4. Select Transfer Billing to Myself.
  5. Confirm and select your current plan.
  6. Enter your credit card information to pay for your subscription.

Troubleshooting

We do our best to ensure things run smoothly, but sometimes small technical issues occur. Here are some error messages you might see when you update billing details.

  • Something's not quite right.
  • It looks like there was a problem on our end. Select Save again.
  • Blank page/screen (unable to enter billing details).
  • Subscription-error billing.

The good news is we can fix this. When you update billing and subscription details:

  • Ensure that all Billing & Subscription fields are completed.
  • Verify credit card details.
  • Confirm that the address for the credit card matches the address in your QuickBooks settings. The addresses must match.

Note: QuickBooks only accepts the following debit and credit cards: Visa, Mastercard, and Amex.

If you are still receiving an error message or are unable to update your billing details, clear your cache and cookies.

Cancel your subscription

We're sorry to see you go. If QuickBooks Online isn't the right fit, we want to help you get the right tools for you. Here's how to cancel your subscription or trial.

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