Upgrade or downgrade your QuickBooks edition

Step 1: Choose a new plan

Check out the available pricing plans to see which subscription level is right for you.

Step 2: Upgrade your subscription

1. Sign in to QuickBooks as a primary or company admin.
2. Go to Settings and select Subscriptions and billing.
3. Make sure your payment info is up to date.
4. In Your Subscriptions, select Upgrade your plan below the QuickBooks section.
5. Review the available plans and then select Choose plan.
6. Follow the on-screen steps to upgrade your plan.

Note: To learn more about upgrading from QuickBooks Self-Employed to QuickBooks Online, see Switch from QuickBooks Self-Employed to QuickBooks Online.

Before you downgrade, make sure you aren't losing any essential features. Also keep in mind that downgrading removes any discounts on your current plan.

Step 1: Choose a new plan

Check out the available pricing plans to see which subscription level is right for you.

Note: Follow the below step 2 only if you're using QuickBooks Online. The QuickBooks Sole Trader plan does not have these features.

Step 2: Turn off features in your current plan

Before you downgrade, you may need to turn off some features. If you use any of these features, follow the steps in the section:

Pause recurring transaction templates

If you need to switch to QuickBooks Simple Start, turn off your recurring transaction templates first. This plan doesn’t support recurring transactions:

1. Go to Settings and select Recurring transactions.
2. Select a template. Then select the Edit ▼ dropdown.
3. Select Pause and then Pause again to confirm.

Remove extra users

You may need to remove users depending on the plan you downgrade to. Learn more about user limits for each plan.

Learn more about multicurrency

QuickBooks Simple Start doesn’t support multicurrency. If you currently have the multicurrency feature enabled, you won’t be able to switch to QuickBooks Simple Start.

Turn off stock

If you need to switch to QuickBooks Simple Start or Essentials, make your stock items inactive. These subscription levels don't support stock tracking. Only QuickBooks Plus or Advanced lets you track stock.

Step 1: Save your financial reports
Run a report of all your products or services so you have a record of your current quantities on hand:

1. Go to Reports (Take me there).
2. Search for and open the Product/Service List report.
3. Select Switch to classic view.
4. Select Customise.
5. Select the Filter ▼ section.
6. In the Deleted ▼ dropdown, select All.
7. Select Run report.
8. Print or export your report.

Step 2: Deactivate your stock

When you downgrade, your stock items’ quantities reset to zero. Your items stay in QuickBooks, but you won't track the quantity on hand anymore:

1. Go to Settings and select Products & services (Take me there).
2. Select the Filter  icon.
3. In the Status ▼ dropdown, select All.
4. In the Type ▼ dropdown, select Non-stock.
5. Select Apply. This shows all your non-stock items and hides the Service items you'll keep.
6. Select the checkbox next to the Name column. This selects all the stock items on the list.
7. Select Batch actions ▼ dropdown and then select Make inactive.
8. Select Yes.

Your stock items are now inactive and won't show up on your Product and Services list anymore.

Cancel third-party apps
Are you currently using any connected third-party apps? You may need to cancel them if your new plan no longer supports them.

Step 3: Downgrade your plan

1. Sign in to QuickBooks as a primary or company admin.
2. Go to Settings and select Subscriptions and billing.
3. Make sure your payment info is up to date.
4. In the QuickBooks section, select Downgrade your plan.
5. Review the available plans and then select Choose plan.
6. Follow the onscreen steps to downgrade your plan.

If you decide to go back to your old subscription level, remember to turn the features back on. Your stock, recurring transaction templates, and apps won't turn on automatically.

Note: QuickBooks Sole Trader upgraders cannot downgrade back to this product.