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Update billing, subscription, and firm info in QuickBooks

by Intuit•1• Updated 4 weeks ago

This tab is where you manage your firm's specific software tier. You can toggle between Intuit Accountant Suite and QuickBooks Online Accountant, upgrade to Intuit Accountant Suite Accelerate, or manage add-ons like Books Close.


1. Manage your firm's subscription (Firm Subscriptions tab)

To change your plan:

  1. Go to Settings âš™ and select Subscriptions and billing.
  2. Select the Firm subscriptions tab.
  3. Select Downgrade your plan (or the applicable upgrade option) to change your subscription tier.

2. Update payment methods and invoices (Billing details tab)

The Billing details tab houses the payment information for both your accountant-billed client subscriptions and your firm's own software subscription costs.

To update your payment method:

  1. Go to Settings âš™ and select Subscriptions and billing.
  2. Select the Billing details tab.
  3. Next to your Payment Method, select the pencil icon to update the credit card on file.

To view past invoices:

  1. On the Billing details tab, scroll down to the Payment history section.
  2. Under the Action column, choose to View PDF, Export to PDF, or Export CSV.

Note: Your payment history in this view begins on 05/28/2026. You will not receive invoices for subscriptions that are billed directly to your clients.


3. Manage client subscriptions (All clients tab)

This tab allows you to manage the individual subscriptions tied to your firm. You can filter your list by selecting Show only accountant-billed or Show only client-billed, or use the search bar to find a specific client by name or ID.

To learn more about taking action on client subscriptions, see these guides:


4. Security & governance: Reviewing user access

Because Company Admins will share billing and subscription access starting July 13, 2026, we highly recommend that Primary Admins audit their firm's user access list. If you have staff members assigned to the Company Admin role who should not have authority to alter firm billing, change software tiers, or incur charges, please create a custom role or downgrade their access level prior to July 13.

  1. Go to the Intuit Account icon at the top-right and select Manage your Intuit Account.
  2. Select Products & billing, then select your QuickBooks accountant subscription.
  3. Select the Billing details tab.
  4. Select Edit billing information and update your payment info.
  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 details tab.