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Manage billing, payment, and subscription info in QuickBooks

by Intuit•53• Updated 4 days 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.

Note: This article is for customers using QuickBooks Online (Advanced, Essentials, Plus, and Simple Start) and Sole Trader.

Learn about your subscription

You can pay for your subscription with Mastercard, Visa, or American Express, or even set up Direct Debit or use 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 Settings gear icon. 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 Settings gear icon. 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.

Note: If you have QuickBooks Online bundled with Payroll, this also updates the credit card info for your payroll subscription. If you have more than one Intuit subscription, use Intuit Payment Wallet to add and retrieve payment methods for all your subscriptions.

Update your payment information with Apple Billing

Learn more ways to update your payment information on your iPhone, iPad, Apple Vision Pro, or your Mac.

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.

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, Simple Start, 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 Settings gear icon. and select Subscriptions and billing.
  3. Select Switch to monthly billing or Switch to annual billing.
  4. Select Switch, then select Done.

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.

What products can I use on Annual billing?

Currently, you can only move your base QuickBooks Online subscription (Simple Start, Essentials, and Plus) to an annual method.

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.

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.

Switch to annual billing

You can now pay your QuickBooks Online subscription for the year once you have created your company.

Troubleshooting

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.

You can remove yourself as long as you are the Primary admin. You'll need to go to Subscription and billing, then select Transfer billing to myself. If you need to, you can request to be the primary admin.

Note: If you want to continue the benefits of wholesale pricing, you must be added to another accounting firm within 60 days.

Currently, you can only move your base QuickBooks Online subscription (Simple Start, Essentials, and Plus) to an annual method.

You'll get a credit on your new plan based on the unused portion of your old plan.

Switching from an annual to a monthly plan? You'll also get a refund for any unused portion of your old plan that we can't roll over as credit on your new plan.

Note: If you have a credit from your annual plan, a message will show on the Switch to monthly billing page under Payment method. If you get a discounted price, you will be charged the full price when the discount period ends.

If you choose annual billing, you will get a 10% discount compared to monthly billing. 

Yes, you can. You will get an email notifying you of the change. UK billing L6tkYG2Nh

Yes, you can. You will automatically be refunded the annual amount remaining. You will then be billed for the full monthly rate of the plan you are subscribed to. 

Yes, you will be automatically charged at renewal date and you will keep the 10% discount. 

Yes, you will receive an automated email 1 month prior to remind you of the upcoming billing.

We will cancel the auto-renew and you will have access to your account until the subscription end date.

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 described in this article.

Yes, and your fees will be adjusted to the new full listed price. Your billing date will not change.

You can easily transfer your billing by following the steps in this article. You will get a prorated refund for the remaining period and your accountant will pay the accountant price.

QuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start

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