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simon80
Level 1

Currently I have 5 clients under my QuickBooks Online Simple Start plan. One client is going to cease trading. If I delete the file do I still need to pay the fee?

 
2 Comments 2
GebelAlainaM
QuickBooks Team

Currently I have 5 clients under my QuickBooks Online Simple Start plan. One client is going to cease trading. If I delete the file do I still need to pay the fee?

That must be challenging, @simon80. We're here now. We can share some insights about your concern if you need to pay the fee if you delete the company file.

 

In this case, if you don't want to pay the subscription fee when you delete your account. You'll have to cancel the subscription so you won't be charged. 

 

Once you close your account, you'll still have view and read-only access to your records that last for a year. After the time given, you can no longer access your account, and all the data will be deleted permanently. Thus, you can download your reports, lists, and other data from QuickBooks Online. That way, you can save them to your local hard drive.

 

If you're ready to cancel your subscription and purchase it directly from Intuit, you can follow the steps below:

 

  1. Open a web browser and sign in to QuickBooks Online as the primary or company admin.
  2. Go to the Gear icon and select Account and Settings.
  3. Select the Billing & subscription.
  4. In the QuickBooks section, click Cancel subscription or Cancel online.
  5. Then follow the onscreen steps.

 

However, if you purchase your account through a mobile app store, check out this article for the steps: Cancel your QuickBooks Online subscription or trial

 

If you'd like to proceed with exporting your data, you can refer to the following article for the detailed steps:

 

 

Feel free to post a reply if you need more help with managing QuickBooks files. We'll be around, @simon80. Have a good one!

simon80
Level 1

Currently I have 5 clients under my QuickBooks Online Simple Start plan. One client is going to cease trading. If I delete the file do I still need to pay the fee?

Can replace the outgoing entity with a new entity since I have to keep 5 clients on my subscription plan to be eligible for some benefit