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Manage billing, payment, and subscription info in QuickBooks Online

SOLVEDby QuickBooks124Updated 6 days ago

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.

Learn about your subscription

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

If your account becomes inactive and you want to resubscribe, you have to use the same payment method and billing frequency you had on your previous subscription. You can switch to a different payment method and billing frequency after resubscribing.

Note: You can't sign up for an annual subscription initially. You can first sign up for a monthly subscription and complete the 30-day billing cycle before you switch to annual billing.

View your subscription info

  1. Sign in to QuickBooks Online as a primary admin.
  2. Go to Settings ⚙ and select Subscriptions and billing.
  3. 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.
    • To view older invoices, reach out to our support team

Update or change your payment method

  1. Sign in to QuickBooks Online as a primary admin.
  2. Go to Settings ⚙ 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 an app store

If you subscribed through Google Play (Android) or the Apple App Store (iPhone or iPad), use these steps from Google and Apple:

Update your payment information with Apple Billing

Learn more ways to update your payment information on your iPhone, iPad, Apple Vision Pro, or your Mac.

Automatically updated payment information

If you see iTunes charges on a new credit card, your card issuer might have automatically updated your information for you. Card issuers update payment information to prevent services with recurring payments, like Apple Music subscriptions, from pausing when a new credit card is issued. Sometimes card issuers might allow recurring charges to continue to go through on an expired credit card.

If you have any concerns about this process, contact your card issuer or financial institution.

View your payment history

  1. Sign in as a primary admin.
  2. Go to Settings ⚙ and select Subscriptions and billing.
  3. In the QuickBooks Online tile, select View payment history.

Change your billing schedule

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, here’s how to change your payment schedule. After completing the steps below, we’ll send you an email to let you know about your new plan details.

If you are subscribed to a QuickBooks Online plan:

  1. Sign in to QuickBooks Online as a primary admin.
  2. Go to Settings ⚙ and select Subscriptions and billing.
  3. Select Switch to monthly billing or Switch to annual billing.
  4. Select Switch, then select Done.

If your QuickBooks Online plan is on a free trial:

  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 monthly. Can I switch to annual billing? 

Yes, you can. You'll get an email notifying you of the change and a 10% discount compared to 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 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?

Easy, just ask your accountant to follow the steps in this article. You will get a pro-rated refund for the remaining period and your accountant will pay the accountant price.

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

If you're the primary admin, you can transfer management of your QuickBooks Online subscription from your accountant to yourself. You’ll need to resubscribe to your plan and enter your payment information to pay for your subscription. You'll be charged current retail prices for the subscription, and your accountant will be notified of 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 look into changing the primary admin, or request to be the primary admin.

  1. Sign in to QuickBooks Online as a primary admin.
  2. Go to Settings ⚙ 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.

Your accountant will still have access to your QuickBooks account once you've transferred the billing. If you don't want them to have visibility over your books anymore, follow these steps to delete your accountant from your QuickBooks account.

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. For example, 'We couldn't process your payment. Make sure your billing info is up to date.'

The good news is we can fix this. When you update subscription and billing details, it's important to:

  • All subscription and billing 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.

If you're 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.

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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