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Manage billing, payment, and subscription info in QuickBooks Online

by Intuit•32• Updated 1 month ago

Learn how to manage your QuickBooks Online subscription.

Update your credit card details on file, make changes to your subscription, or just view your billing history. Here’s how.

You can pay for your subscription with Mastercard, Visa, American Express, and even PayPal.

To resubscribe an inactive account, use the same payment method and billing frequency as before. You can switch to a different payment method and billing frequency after signing up again.

  1. Sign in to QuickBooks Online as a primary admin.
  2. Go to Settings Settings gear icon. and select Subscriptions and billing.
  3. Review the information in each section.
  4. To view payment history:
    • To view the last 6 months' bills, select View payment history from the QuickBooks Online tile.
    • To view older invoices, reach out to our support team.
  1. Sign in to QuickBooks Online as a primary admin.
  2. Go to Settings Settings gear icon. and select Subscriptions and billing.
  3. Next to your payment method, select Edit ✎.
  4. Select your preferred payment method and enter the necessary details.
  5. When you're done, select Save and use.

If you subscribed to QuickBooks Online through Google Play (Android) or the Apple App Store (iPhone, iPad, Apple Vision Pro, or Mac), use these steps from Google and Apple:

iTunes may charge a new card when your card issuer updates your details. They make sure that services like Apple Music subscriptions keep going even with a new card.

Sometimes, charges may still happen on expired cards. If you have any concerns, contact your card issuer or bank.

Learn how to change your billing schedule for your QuickBooks Online plan.

QuickBooks Online offers monthly and annual billing for Essentials, Simple Start, Plus, and Advanced.

When you're ready to change your payment schedule, follow these steps. Once you've completed the steps, we'll send you an email with your new plan details.

Note: You can't start with an annual subscription. First, sign up for a monthly subscription. Then, after completing the 30-day billing cycle, you can switch to annual billing.

  1. Sign in to QuickBooks Online as a primary admin.
  2. Go to Settings Settings gear icon. and select Subscriptions and billing.
  3. Select Switch to monthly billing or Switch to annual billing.
  4. Select Switch, then select Done.
  1. Sign in to your QuickBooks Online account.
  2. Select Subscribe.
  3. Complete all the details required.
  4. In the Subscription summary, select Annual Billing or Monthly Billing.
  5. Select Subscribe, then OK, got it.

Will I get a refund?

You'll get a credit on your new plan based on the unused portion of your old plan.

What is the benefit of opting for annual billing?

You will get a 10% discount compared with monthly billing.

I am billed annually. Can I switch to monthly billing? 

Yes. You will automatically be refunded the annual amount remaining. You will move to the full price and no longer receive the discounted price.

Can I renew a cancelled or terminated annual subscription as a monthly subscription? 

No. If you want to renew a cancelled or terminated annual subscription as a monthly subscription, you must first renew it as annual, then switch to a monthly subscription.

Will I be auto-billed at the end of the annual plan? 

Yes. You will be auto-charged at the renewal date and you will keep the 10% discount. 

Will I get a reminder before the new annual auto-charge? 

Yes. There is currently an automated email one month prior to remind you of the upcoming billing.

What happens if I cancel before the subscription end date? 

We will cancel the auto-renew, and you will have access to your account until the subscription end date.

Can I opt for annual billing when creating my QuickBooks account?

It is not yet possible to choose annual billing when creating an account. You will need to start with monthly billing when you sign up, and then change to annual billing by following the steps in this article.

I am billed annually. Can I upgrade or downgrade? 

Yes, and your fees will be adjusted to the new full listed price. Your billing date will not change.

What happens if I want to transfer my billing to my accountant?

You can easily transfer your billing following this article. You will get a pro-rated refund for the remaining period and your accountant will pay the accountant's price.

Find the right accounting tools for you. Follow the steps to upgrade or downgrade your subscription.

Transfer the billing of your QuickBooks Online subscription from your accountant to yourself. Resubscribe to your plan and enter your credit card details to pay. The current prices determine your subscription. Your accountant will receive a notification for this change.

Note: You must be the primary admin in order to transfer billing to yourself. If the primary admin isn't available for any reason, you can change the primary admin, or request to be the primary admin.

  1. Sign in to QuickBooks Online as a primary admin.
  2. Go to Settings Settings gear icon. and select Subscriptions and billing.
  3. Select Transfer Billing to Myself.
  4. Confirm and select your current plan.
  5. Enter your payment information to pay for your subscription.

Even after transferring the billing, your accountant can still see your QuickBooks account. To remove their access, follow the steps to delete your accountant.

When you update billing details, you might see these error messages: 

  • 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.

We can fix this. When you update your subscription and billing details:

  • Make sure you complete all fields for subscription and billing.
  • Verify your credit card details.
  • The billing address for the credit card doesn't have to match the address in the QuickBooks settings.

If you still have problems, clear your cache and cookies or check out our article about fixing subscription payment issues.

If QuickBooks Online isn't right for you, let's help get the right tools for you. Here's how to cancel your subscription or trial.

Have any other questions for our team?

If any of your questions were left unanswered, we'd love to hear them!
Pop over to our QuickBooks Community's discussion on Intuit account management where you can ask your questions, have them answered by qualified QuickBooks Online experts, and hopefully help others with the same questions out in the process.
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