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Upgrade or downgrade wholesale discount clients' QuickBooks Online subscription

by Intuit Updated 2 months ago

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

Does your client need more from QuickBooks Online? Or is their current product more than they need?

You can upgrade or downgrade your clients' QuickBooks Online subscription level so they get more (or fewer) accounting tools.

Here's how to change subscription level between Simple Start, Essentials, and Plus.

Upgrade a client's subscription level

Follow these steps and make sure your firm's billing and subscription info are up-to-date.

  1. In QuickBooks Online Accountant, go to Settings ⚙️ and then 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. 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. 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.

QuickBooks Online AccountantQuickBooks Online EssentialsQuickBooks Online Plus

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