Hi, VP.
Yes, you can switch your current account to the cheaper subscription, but first, make sure the plan includes all the features you need. Additionally, the duplicate account your client created can be removed by canceling its subscription. I’ll provide you with the necessary steps to guide you through the process seamlessly.
Note: Review and learn what happens when you downgrade a QuickBooks Online subscription. Your client may need to turn off certain features before you can downgrade them.
Here’s how:
- Go to Settings and select Subscriptions and billing.
- From the All clients column, select the Show only accountant-billed tab.
- Find your client. Select the arrow next to the client's name to expand subscription details.
- From the Subscription actions dropdown menu, select Downgrade.
- Select the plan you want to downgrade to, then select Choose plan.
- Select Change Plan.
Note: If you don't see the Downgrade option, you can't downgrade your customer's subscription.
Important: If your client downgrades from QuickBooks Online Advanced, they may need to remove users. Each subscription level has a different user limit.
For guidance on canceling the subscription your client created, please refer to this article: Cancel your subscription.
If you have any concerns, feel free to click the Reply below. I’d be glad to assist you further.
