Hi, Meadowvale.
Yes, because QuickBooks typically doesn’t allow stacking or carrying over monthly promotional discounts, such as 50% off for 6 months, when switching to an annual billing plan.
If you choose to change to annual billing during the promotional period, the system will automatically apply the standard rate, effectively cancelling any remaining discount on your monthly plan. This means transitioning to annual billing before the 6-month promotion ends will result in forfeiting the remaining discount.
To maximize your savings, we recommend staying on the monthly plan until your 6-month discount period is nearly over. You can then switch to annual billing to secure long-term savings without losing the full benefit of the promotional rate.
For the best results, consider switching to annual billing during the final week of your 6-month discount period. This way, you’ll fully take advantage of the promotional offer while locking in the annual billing plan for future use.
If you have any further questions about QuickBooks, please feel free to reach out through this thread.