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Upgrade or change your subscription

by Intuit•59• Updated 3 days ago

Learn how to manage your QuickBooks subscription.

Find the best accounting tools for your business as QuickBooks grows with it. Upgrade your subscription when you're ready for more features. Or, if your current subscription isn't a good fit, we can help you change your plan.

Important:

  • Before you upgrade or change your plan, make sure:
    • You’re the primary user or company admin. 
    • Your payment info is up to date.
  • If you’re an accountant, you can upgrade or change your clients' QuickBooks Online subscription.
  • You can upgrade from QuickBooks Sole Trader, but you can't change back to it.
  • You can’t change from any QuickBooks Online plan to QuickBooks Ledger.

Know the limits of your plan

Usage limits

You won’t be able to add more items once you reach your plan's usage limit. Make sure you have the right plan.

  • QuickBooks Online Simple Start - 1 user
  • QuickBooks Online Essentials - 3 users
  • QuickBooks Online Plus - 5 users
  • QuickBooks Online Advanced - 25 users
  • QuickBooks Online Essentials - 4 per transaction
  • QuickBooks Online Plus - 4 per transaction
  • QuickBooks Online Advanced - 12 per transaction
  • QuickBooks Online Simple Start and QuickBooks Online Essentials plans don’t have class and location tracking.
  • QuickBooks Online Plus - Upto 40 combined classes and locations
  • QuickBooks Online Advanced - Unlimited classes and locations

Feature limits

QuickBooks Online plans have different features. If you want to upgrade or change your plan, you may need to turn on or turn off some of these features. Check if your plan has these features.

  • Only QuickBooks Online Essentials, QuickBooks Online Plus, and QuickBooks Online Advanced plans have recurring transactions.
  • You need to turn this off if you want to change your plan to QuickBooks Online Simple Start.
  • Only QuickBooks Online Essentials, QuickBooks Online Plus, and QuickBooks Online Advanced plans have multi-currency.
  • Once multi-currency is on, you can’t turn it off. Also, you won’t be able to change your plan to QuickBooks Online Simple Start.
  • Only QuickBooks Online Plus and QuickBooks Online Advanced plans have stock tracking.
  • You can change your plan to QuickBooks Online Simple Start or QuickBooks Online Essentials. First, turn off your non-stock items. This turns off your plan's stock tracking.

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

Upgrade your plan

  1. Sign in to your QuickBooks Online account.
  2. Go to Settings Settings gear icon. and select Subscriptions and billing.
  3. Select View payment history. Check if your payment info is up to date.
  4. In your QuickBooks Online product section, select Upgrade your plan.
  5. Review the available plan and select Choose plan.
  6. To upgrade your plan, follow the steps on the page.

Manage your plan’s usage limits and features

  • Delete users to have the user limit you only need when you change plans. 
  • Delete classes or locations to change your plan to either QuickBooks Online Simple Start or QuickBooks Online Essentials.
  • Turn off custom fields you won’t use.
  1. Follow this link to complete the steps in product Open this link in a new window
  2. Find the Product/Service List report. You can either:
    • Enter the name of the report in the Type report name here field.
    • Or, go to the Sales and customers section and select the Product/Service List report.
  3. Select Switch to classic view.
  4. Select Customise and select Filter â–Ľ.
  5. Select All from the Deleted â–Ľ dropdown.
  6. Select Run report.

Note: Before you turn off your stock, run your Product/Service List
report first. It’ll show your stock items and your available services.

  1. Go to Settings Settings gear icon. and select Products and services.
  2. Select Filter.
  3. Select All from the Status ▼ dropdown. 
  4. Select Non-stock from the Type â–Ľ dropdown.
  5. Select Apply.
    Note: This shows all your non-stock items but not 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 Make inactive.
  8. Select Make inactive to confirm.

Your stock items are now off and won't show up on your Product and Services
List.

Turn off your recurring transactions first if you need to change your plan to QuickBooks Online Simple Start.

  1. Go to Settings Settings gear icon. and select Recurring transactions.
  2. Find the template you want to pause.
  3. From the Action column, select the dropdown â–Ľ and select Pause.
  4. Select Pause to confirm.

Change your plan

When you change your plan, you either move to a similar plan or to a lesser-valued plan. To help you decide, you can check out the downgrade pricing plans. Review the features of each plan to make sure you don’t lose those that you need.

Note: When you change your plan, it removes any discounts on your current plan.

  1. Sign in to your QuickBooks Online account.
  2. Go to Settings Settings gear icon. and select Subscriptions and billing.
  3. Select View payment history. Check if your payment info is up to date.
  4. In your QuickBooks Online product section, select Downgrade your plan.
  5. Review the available plans and select Choose plan.
  6. To change your plan, follow the steps on the page.
QuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start