QuickBooksHelpIntuit

Manage billing, payment, and subscription info

by Intuit•170• Updated 1 month ago

Here’s how you update your credit card details on file, make changes to your subscription, or just view your billing history.

Note: You can't cancel subscriptions purchased through the Google Play Store on the QuickBooks mobile app. Instead, you’ll need to do so in Google Play.

In this article, you'll learn how to:

View your subscription or change your payment method
Change your billing schedule
Billing schedule FAQs
Troubleshoot issues
Cancelling QuickBooks Online

For a better experience, open this article in QuickBooks Online. Launch side-by-side view

Prerequisites

To sign up for QuickBooks Online, you’ll need:

A payment method. This can be a credit/debit card (Visa, Mastercard, or American Express), or PayPal.
A billing address for your card. This doesn’t have to match the physical billing address in your QuickBooks settings.

You can only use one card per payment.

View your subscription or change your payment method

Go to Settings and select Subscriptions and billing.
Optional: Review the information in each section. Select View payment history to view the last 6 months’ bills.
Go to Payment method and select Edit ✎. Here, you can:
- Change how you pay for QuickBooks Online. Update your credit card expiration, billing address, or account name.
- Add a new payment method for QuickBooks Online billing.
- Switch QuickBooks Online billing to a payment method used before.
After you save your changes, you’ll see them on the Subscriptions and billing page.

Note: If you paid through Apple Billing, iTunes may charge a new card when your card issuer updates your details.

Payment methods and billing cycles

You can pay monthly or save 10% with annual payments. To resubscribe in an inactive account, use the same payment method and billing frequency as before. You can switch to a different payment method and billing frequency after signing up again.

Notes:

Your credit card details also update if you have QuickBooks Online bundled with QuickBooks Online Payroll.
If you have more than one Intuit subscription, you can use Intuit Payment Wallet to add and receive payment methods for all your subscriptions.
Sometimes, charges may still happen on expired cards. If you have any concerns, contact your card issuer or bank.

Notes on billing:

The billing history will be displayed in chronological order starting with the most recent bill.
Billing statements are visible the day after the billing date, not the same day.
If you signed in as an Accountant you won't be able to download the billing Portable Document Format (PDF) file for a client who pays for their own subscription.

Change your billing schedule

Sign in to your QuickBooks Online account.
Go to Settings and select Subscriptions and billing.
Select Subscribe and complete all the details required.
In the subscription summary, select Annual Billing or Monthly Billing.
1. When you switch your billing plan, you'll get money back for the unused portion of your old plan.
2. If you switch from annual to monthly billing, you might need to wait 30 days before your next payment.
3. If you have a payroll subscription, you can switch to annual billing for the payroll base fee. You'll get billed a monthly fee for each employee and additional states you run payroll for.
Select Subscribe, then select Done.

Note: After you switch your billing plan, you’ll get a refund for any unused time on your old billing plan.

Billing schedule frequently asked questions

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?

You can easily transfer your billing following this article. You will get a pro-rated refund for the remaining period and your accountant will pay the accountant price.

Troubleshoot billing issues

If you see an error message or blank screen while you update your subscription and billing details, make sure you have entered all fields for subscription and billing correctly, including credit card info and billing address.

If you still have problems, clear your cache and cookies.

Cancelling QuickBooks Online

If you've decided QuickBooks Online is no longer for you, we're sad to see you go. See our article on cancelling your QuickBooks Online subscription.