Upgrade or downgrade wholesale discount clients' QuickBooks Online subscription

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

Upgrade or downgrade your clients' QuickBooks Online subscription level so they get more (or fewer) accounting tools. Here's how to change the subscription level between EasyStart, Essentials, Plus, and Advanced.

Notes:

• You can't move wholesale discount clients to or from QuickBooks Self-Employed or QuickBooks Online.
• QuickBooks Online clients can't be downgraded to QuickBooks Ledger. Talk to your client before upgrading them out of the QuickBooks Ledger edition.
• You can use split billing to charge your company or client separately. Your firm can pay for QuickBooks Online while your client pays for add-ons (such as QuickBooks Payroll and Time).

Click here for the downgrade process after March 2025.

Upgrade a client's subscription level

Make sure your firm's billing and subscription info are up-to-date.

1. In QuickBooks Online Accountant, go to Settings ⚙️ and select 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 to make sure you won't take away features they currently use. When they've decided they're ready to downgrade:

1. Review and learn what happens when you downgrade a QuickBooks Online subscription. You may need to turn off certain features before you can downgrade, like multi-currency.
2. In QuickBooks Online Accountant, go to Settings ⚙️ and then Subscriptions and billing.
3. Select the Accountant-billed subscriptions tab.
4. Look for your client's name.
5. Next to the client, select the arrow ▶ to display that client's product subscriptions.
6. Next to the product you wish to downgrade, from the Subscription actions ▼ dropdown, select Downgrade. Note: If you don't see this option, you can't downgrade your client's subscription.

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

Downgrade a client's subscription level after March 2025

Talk to your client before you downgrade their subscription to make sure this won't take away features they currently use.

When they've decided they're ready to downgrade:

1. Review and learn what happens when you downgrade a QuickBooks Online subscription. You may need to turn off certain features before you can downgrade, like multi-currency.
2. In QuickBooks Online Accountant, go to Settings ⚙️ and then Subscriptions and billing.
3. Select the Accountant-billed subscriptions tab.
4. Look for your client's name.
5. Next to the client, select the arrow ▶ to display that client's product subscriptions.
6. Next to the product you wish to downgrade, from the Subscription actions ▼ dropdown, select Downgrade. If you don't see this option, you can't downgrade your client's subscription.

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