Sorting out concerns about a canceled account would depend on the scenario, laundonservice. I've got the procedures so you can resubscribe to QuickBooks and continue using the platform's invoicing feature.
To confirm, are you a part of the bookkeeper's (accountant) discount plan? If so, I recommend contacting them so they can remove you from their client list (if they haven't yet). This way, you can resubscribe to QuickBooks, retaining your existing data.
Once you've reached out to the bookkeeper, you can share these steps as guidance when initiating the removal:
- Navigate to the Gear icon and choose Subscriptions and billing.
- Choose the Show only accountant-billed option and locate the client you want to remove. If the client's status is Inactive, you'll need to reactivate them first.
- Click their designated dropdown arrow under the Action column.
- Select Transfer billing to the client. Then, tick Confirm transfer.
Following that, the client (you) will have a read-only access to your QuickBooks company. To resubscribe, you'll have to modify your billing information. Here's how:
- Go to the Gear icon and select Subscriptions and billing.
- Click the Edit ✎ option beside your payment method.
- Choose your preferred payment method and enter the necessary information in the designated fields.
- Double-check everything, and once done, hit Save and use.
For a complete reference on handling your billing and subscription details, check out this link: Manage billing, payment, and subscription info in QuickBooks Online.
However, if you're the primary admin of the account, you can self-migrate out of the accountant-billed plan and take back ownership of the account. Here are the steps:
- Select Subscriptions and billing from the Gear icon.
- Choose Transfer Billing to Myself and verify and pick your current plan.
- Input your payment details to start paying for your subscription.
Moreover, if the bookkeeper is still registered as an accountant of your QuickBooks company, you always have the option to remove their access to your accounting records.
I'm also attaching these resources, which you may use as reference when you want to generate another company file or scale up or down your QuickBooks plan:
Should you have follow-up concerns about the billing transfer procedure or the resubscribing process, tag me on this thread. I'm always available to help.
