Upgrade or downgrade wholesale discount clients' QuickBooks Online subscription

Learn how to change your wholesale discount clients' subscription level.

Does your client need more from QuickBooks Online? Or is their current product more than they need?

You can upgrade or downgrade your clients' QuickBooks Online subscription level so they get more (or fewer) accounting tools.

Here's how to change subscription level between Simple Start, Essentials, and Plus.

Note: You can't move wholesale discount clients to or from QuickBooks Self-Employed or QuickBooks Online.

Upgrade a client's subscription level

Follow these steps and make sure your firm's billing and subscription info are up-to-date.

1. In QuickBooks Online Accountant, go to Settings ⚙️ and then Subscriptions and billing.
2. Select the Accountant-billed subscriptions tab.
3. Look for your client's name.
4. Next to the client, select the arrow ▶ to display that client's product subscriptions.
5. Next to the product you wish to upgrade, from the Subscription actions ▼ dropdown, select Upgrade.

Tip: If you recently moved one of your clients to your wholesale discount plan and their status is pending, you'll need to wait to upgrade them.

Downgrade a client's subscription level

Talk to your client before you downgrade their subscription. Make sure you won't be removing any features they currently use. When they've decided they're ready to downgrade:

1. In QuickBooks Online Accountant, go to Settings ⚙️ and then Subscriptions and billing.
2. Select the Accountant-billed subscriptions tab.
3. Look for your client's name.
4. Next to the client, select the arrow ▶ to display that client's product subscriptions.
5. Next to the product you wish to downgrade, from the Subscription actions ▼ dropdown, select Downgrade.

Important: If your client downgrades their QuickBooks Online subscription, they may need to remove users. Each subscription level has a different user limit.