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Manage billing, payments, and subscriptions in QuickBooks

by Intuit•133• Updated a day ago

Learn how to manage your QuickBooks subscription.

Update your credit card details on file, make changes to your subscription, or just view your billing history. Here’s how.

Note: To manage a QuickBooks subscription purchased through Google Play, see Cancel, pause, or change a subscription on Google Play. You can't cancel subscriptions purchased through the Google Play Store on the QuickBooks mobile app.

This article is for customers who use QuickBooks Online.

View your subscription info

Sign in to QuickBooks.
Go to Settings ⚙ and select Subscriptions and billing.
Review the information in each section.
Select View payment history to view the last 6 months’ bills.

Payment methods and billing cycles

Sign up for QuickBooks Online using Visa, MasterCard, American Express, or Discover. You can also use Direct Debit, PayPal, and Automated Clearing House (ACH). You need a US billing address (not including US territories), and can only use one card per payment.

You can pay monthly or save 10% with annual payments. To resubscribe in an inactive account, use the same payment method and billing frequency as before. You can switch to a different payment method and billing frequency after signing up again.

Note: You can first sign up for a monthly subscription and finish the 30-day billing cycle before you switch to annual billing.

Payment methods and billing cycles

Update or change your payment method

Sign in to QuickBooks.
Go to Settings and select Subscriptions and billing.
Go to Payment method and select Edit ✎. Here, you can:
- Change how you pay for QuickBooks. Update your credit card expiration, and billing address.
- Add a new payment method for QuickBooks billing.
- Switch QuickBooks billing to a payment method used before.
After you save your changes, you can view the payment method on the Subscriptions and billing page.

Note: Your credit card details also update if you have QuickBooks Online bundled with Payroll. If you have more than one Intuit subscription, you can use Intuit Payment Wallet to add and receive payment methods for all your subscriptions.

Update your payment information with Apple Billing

Update your payment information on your iPhone, iPad, Apple Vision Pro, or your Mac.

iTunes may charge a new card when your card issuer updates your details. They make sure that services like Apple Music subscriptions keep going even with a new card.

Sometimes, charges may still happen on expired cards. If you have any concerns, contact your card issuer or bank.

Change your billing schedule

Before you update your payment schedule, consider this info:

You can save 10% on annual billing.
When you switch your billing plan, you'll get money back for the unused portion of your old plan.
When switching from annual to monthly billing:
- You might need to wait 30 days before your next payment.
- We'll refund any unused time left on your old plan that we can't transfer to your new plan.
- You can renew a cancelled or terminated annual subscription to a monthly plan. Renew it first as an annual plan, then switch to monthly billing.

If you are subscribed to a QuickBooks plan:

Sign in to QuickBooks.
Go to Settings and select Subscriptions and billing.
Select Switch to monthly billing or Switch to annual billing.
Select Switch, then select Done.

If your QuickBooks plan is on a free trial:

Sign in to QuickBooks.
Go to Settings ⚙ and select Subscriptions and billing.
Select Subscribe.
Complete all the details required.
In Subscription summary, select Annual Billing or Monthly Billing.
Select Subscribe, then OK, got it.

Billing schedule frequently asked questions

Will I get a refund?

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.

What is the benefit of opting for annual billing?

You will get a 10% discount compared with monthly billing.

I am billed annually. Can I switch to monthly billing?

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

Will I be auto-billed at the end of the annual plan?

Yes. You will be auto-charged at the 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's price.

Transfer billing from your accountant

Transfer the billing of your QuickBooks subscription from your accountant to yourself. Resubscribe to your plan and enter your credit card details to pay. The current prices determine your subscription. Your accountant will receive a notification for this change.

Troubleshoot billing issues

When you update billing details, you might see these error messages:

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.

We can fix this. When you update your subscription and billing details:

Make sure you complete all fields for subscription and billing.
Verify your credit card details.
The billing address for the credit card doesn't have to match the address in the QuickBooks settings.

Note: QuickBooks uses the physical business address in its settings to calculate sales tax. This doesn't have to match the billing/card address.

If you still have problems, clear your cache and cookies.

Remove yourself from your accountant's plan

You can remove yourself as long as you are the Primary admin. You'll need to go to Subscriptions and billing and 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.