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Manage billing, payment, and subscription info in QuickBooks Online

SOLVEDby QuickBooks281Updated 3 weeks ago

Learn how to manage your QuickBooks Online subscription, whether you need to update the card on file, change your subscription, or just view your billing history.

In this article, you'll learn how to:

Choose a topic to learn more, or check out the video below on how to manage your billing and subscriptions in QuickBooks Online.



Pay for your subscription

You can pay for your subscription with Mastercard, Visa, American Express, or PayPal.

Note: You can't sign up for an annual subscription initially. You can first sign up for a monthly subscription and complete the 30-day billing cycle before you switch to annual billing.



View your subscription info

  1. Sign in to QuickBooks Online as a primary admin.
  2. Go to Settings ⚙ and select Subscriptions and billing.
  3. Review the information in each section.
    • To view payment history: In the QuickBooks Online tile, select View payment history. Your billing history shows the last 6 months’ bills.
    • To view older invoices, reach out to our support team


Update or change your payment method

  1. Sign in to QuickBooks Online as a primary admin.
  2. Go to Settings ⚙ and select Subscriptions and billing.
  3. Next to your payment method, select Edit ✎.
  4. Update your credit card info.
  5. Review the address for your credit card. It must be the same one that appears on your credit card statements.
  6. When you're done, select Confirm card or Save.


Update your payment information with Apple Billing

On your iPhone or iPad

  1. Go to Settings, select your name, then select iTunes & App Store.
  2. Select your Apple ID, then select View Apple ID. You might be asked to sign in.
  3. Select Payment Information.
  4. Update your payment information.
  5. Select Done.

On your Mac or PC

On your Mac or PC, you can edit your payment information using iTunes or on the web.

You can also edit your payment information in System Preferences on a Mac. If you have a PC, you can use iCloud for Windows.

iTunes

To open iTunes and sign in to your Account Information page, follow these steps:

  1. From the menu bar at the top of your computer screen, or at the top of the iTunes window, select Account, then select View My Account.
  2. Sign in with your Apple ID.
  3. By Payment Type (on the Account Information page), select Edit. You can see which payment methods the iTunes Store accepts in the Payment Method section.
    Note: If you're using Family Sharing and purchase sharing is turned on, only your family organizer can update your payment information.
  4. Update or remove your information. To remove the payment method, select None. Review these instructions if you don't see None, or if you can't select it.
  5. Select Done.

On the web

You can change to a different credit or debit card by signing in to your Apple ID account page. You might have to verify your payment method the first time you try to buy something on one of your iOS devices.

  1. To go to the Apple ID account page, see View Apple ID.
  2. Sign in with your Apple ID. You might be asked to answer security questions.
  3. In the Payment & Shipping section, select Edit.
    Note: If you're using Family Sharing and purchase sharing is turned on, only your family organizer can update your payment information.
  4. Update your payment information.
  5. Select Save.

You can also update the security on your account or other preferences from this page, but you can't remove a payment method from this page.

System Preferences (Mac)

  1. Go to System Preferences, then select iCloud.
  2. Select Account Details. You might need to sign in with your Apple ID.
  3. Select the Payment tab, then select Details.
    Note: If you're using Family Sharing and purchase sharing is turned on, only your family organizer can update your payment information.
  4. Update your payment information.
  5. Select Save, then select Done.

You can't remove a payment method in System Preferences.

iCloud for Windows

  1. On your PC, open iCloud for Windows.
  2. Select Account Details, then select Manage Apple ID.
  3. A browser window opens. Sign in with your Apple ID. You might be asked to verify your Apple ID.
  4. In the Payment & Shipping section, select Edit.
    Note: If you're using Family Sharing and purchase sharing is turned on, only your family organizer can update your payment information.
  5. Update your payment information.
  6. Select Save.

You can't use iCloud for Windows to remove a payment method.

Automatically updated payment information

If you see iTunes charges on a new credit card, your card issuer might have automatically updated your information for you. Card issuers update payment information to prevent services with recurring payments, like Apple Music subscriptions, from pausing when a new credit card is issued. Sometimes card issuers might allow recurring charges to continue to go through on an expired credit card.

If you have any concerns about this process, contact your card issuer or financial institution.



View your payment history

  1. Sign in as a primary admin.
  2. Go to Settings ⚙ and select Subscriptions and billing.
  3. In the QuickBooks Online tile, select View payment history.
  • 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

Learn how to change your billing schedule for your QuickBooks Online plan.

QuickBooks Online offers monthly and annual billing for Essentials, EasyStart, Plus, and Advanced.

When you’re ready, here’s how to change your payment schedule. After completing the steps below, we’ll send you an email to let you know about your new plan details.

If you are subscribed to a QuickBooks Online plan:

  1. Sign in to QuickBooks Online as a primary admin.
  2. Go to Settings ⚙ and select Subscriptions and billing.
  3. Select Switch to monthly billing or Switch to annual billing.
  4. Select Switch, then select OK, got it.

If your QuickBooks Online plan is on a free trial:

  1. Sign in to your QuickBooks Online account.
  2. Select Subscribe.
  3. Complete all the details required.
  4. In the Subscription summary, select Annual Billing or Monthly Billing.
  5. Select Subscribe, then OK, got it.

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.



Upgrade or downgrade your subscription

Find the accounting tools that are right for you. Need more (or fewer) features? Follow these steps to upgrade or downgrade your subscription.



Troubleshoot issues

We do our best to ensure things run smoothly, but sometimes small technical issues occur. Here are some error messages you might see when you update billing details.

  • Something's not quite right.
  • It looks like there was a problem on our end. Select Save again.
  • Blank page/screen (unable to enter billing details).
  • Subscription-error billing. For example, 'We couldn't process your payment. Make sure your billing info is up to date.'

The good news is we can fix this. When you update subscription and billing details, it's important to:

  • All subscription and billing fields are completed.
  • Verify credit card details.
  • Confirm that the address for the credit card matches the address in your QuickBooks settings. The addresses must match.

If you're still receiving an error message or are unable to update your billing details, clear your cache and cookies.



Cancel your subscription

We're sorry to see you go. If QuickBooks Online isn't the right fit, we want to help you get the right tools for you. Here's how to cancel your subscription or trial.

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