How to change/ downgrade plan?

marcus-avecilla · ‎October 15, 2018

Hi. I would like to downgrade my Plus plan to Essentials plan due to nature of business. some of the features are not applicable. I have read downgrade is only available in the US. Is that right?

Please advise as I would like to pay my accounting system my moneys worth.

ty

AlcaeusF · ‎March 11, 2019

Greetings, aturchetti.

I'm here to assist you with your question about downgrading QuickBooks Online subscription.

Once you cancel your subscription, you'll have read-only access to your data for only one year. If you want to retain your information and downgrade to a lower version, you can do this directly through your existing account.

For the detailed steps and the things you need to know before downgrading, please visit the article I'm adding below:

Downgrade your QuickBooks Online subscription.

In case you want to know more about what happens to your data upon canceling, I'm adding this article as well for additional reference:

What happens to my QuickBooks Online data after I cancel?.

I'm always available here if you need additional assistance with the migration. The Community has your back.

View solution in original post

IntuitNina · ‎October 15, 2018

Hi there, marcus.avecilla!

Let me help you with your subscription concern.

QuickBooks Plus lets you do a lot of things you might need in the future (i.e. track inventory, print 1099, managing budgets). To downgrade your subscription from QuickBooks Plus to Essentials, you'll have to cancel your plus first and start with a new one with essentials.

When you’re done with the cancellation process, you’ll then have to subscribe a new subscription with QuickBooks essentials through this website: https://quickbooks.intuit.com/pricing/

If you need anything else with your subscription, you’re always free to reach out to us.

marcus-avecilla · ‎October 15, 2018

Can i transfer my records to the new account?

kevincoffel · ‎October 15, 2018

Yes, you can downgrade. Go to -
<a rel="nofollow" target="_blank" href="http://qbo.intuit.com/app/changeplan">http://qbo.intuit.com/app/changeplan</a>

There is also a video regarding the process -
<a rel="nofollow" target="_blank" href="https://www.youtube.com/watch?v=7JFEqzT_MlI">https://www.youtube.com/watch?v=7JFEqzT_MlI</a>

ggeovannit · ‎October 15, 2018

Hi, I want to downgrade my account, I was paying 7 usd a month and now I’m paying double....

Anybody who can help me, please

kevincoffel · ‎October 15, 2018

Yes, you can downgrade. Go to -
<a rel="nofollow" target="_blank" href="http://qbo.intuit.com/app/changeplan">http://qbo.intuit.com/app/changeplan</a>

There is also a video regarding the process -
<a rel="nofollow" target="_blank" href="https://www.youtube.com/watch?v=7JFEqzT_MlI">https://www.youtube.com/watch?v=7JFEqzT_MlI</a>

RachP · ‎December 05, 2018

Hi this link to downgrade doesn't work. I'm in the UK - can I downgrade from Plus to Essentials? I didn't even know I was on the Plus plan until today when I changed accountant and they unsubscribed from managing the payment. If I have to unsubscribe and resubscribe will my information be transferred across? Thank you

AldrinS · ‎December 05, 2018

Hi there, RachP.

It's my top priority that you're able to downgrade your subscription. I'm here to get you pointed in the right direction for determining how you can downgrade and if your information will be transferred.

I recommend contacting the QuickBooks Online Support Phone Team. This team is the best resource for such inquiries, as they're able to request account information to pull up your company and share sensitive information, while this is a public forum.

Once they have this information, they'll be able to further assist with determining the best course to take to downgrade and to transfer your information. You can locate their contact information at the following link: QuickBooks Online Support Phone Team

Keep in touch if I can be of further assistance. Wishing you and your business all the best!

ItsAccrualWorld · ‎December 13, 2018

The downgrade option is only available in the US, mate. Sorry.

For the data, you can't transfer them all. You can export lists like customers, suppliers, products/services, and then re-import them to the new account. For reports, you can export them to Excel.

For transactions like invoices, you'd have to use a third party app to export/import them.

Best of luck, mate. Cheers.

Anonymous · ‎March 11, 2019

Hi marcus-avecilla

I have to downgrade my account and I was wondering if you were able to save your data when you cancel and re subscribe with essential if you did.

Thanks!

AlcaeusF · ‎March 11, 2019

Greetings, aturchetti.

I'm here to assist you with your question about downgrading QuickBooks Online subscription.

Once you cancel your subscription, you'll have read-only access to your data for only one year. If you want to retain your information and downgrade to a lower version, you can do this directly through your existing account.

For the detailed steps and the things you need to know before downgrading, please visit the article I'm adding below:

Downgrade your QuickBooks Online subscription.

In case you want to know more about what happens to your data upon canceling, I'm adding this article as well for additional reference:

What happens to my QuickBooks Online data after I cancel?.

I'm always available here if you need additional assistance with the migration. The Community has your back.

Anonymous · ‎March 12, 2019

Hi,

the link about how to downgrade is useless to me because i am in the UK and that option is not available there.

The what happens to the info is also useless cause it doesn't tell me that when i cancel and re subscribe all info will be there.

AlexV · ‎March 12, 2019

I'd be glad to help you with your subscription concern, aturchetti.

Downgrading your QuickBooks Online subscription cannot be done manually for UK users. I highly recommend contacting our live agent support to help you on downgrading the subscription, save the data, and import it to the new account. To do this:

Go to the Help icon.
Click Contact us.

Visit us again in the Community if you need anything else.

AdrianG001 · ‎April 29, 2019

I'll guide you through downgrading your QuickBooks Online (QBO) account. If you've decided to downgrade, you can follow the below steps:

Log into QuickBooks Online.
Go to the Gear icon, then select Account and Settings.
Choose the Billing and Subscription tab.
Click Downgrade next to your subscription plan details.

Regards,

Adrian

QuickBooks Hosting Consultant - Apps4Rent

garycarder1 · ‎October 28, 2020

I want to download my plan to esential

MarsStephanieL · ‎October 28, 2020

Hi there, @garycarder1.

Allow me to share some details on how to downgrade your QuickBooks Online (QBO) version to Essentials.

This process needs to be done by QuickBooks Online Care Team because of the verification and availability of tools. Here's how to contact them:

Go to the ? Help button and select Contact Us.
Enter your concern and click the Continue button.
Choose how you wanted to be assisted either by getting a callback or messaging.
Enter your details and confirm the request.

You may also consider checking out this article to know more what are the things you have to do before downgrading your QBO version: Downgrade your QuickBooks Online plan.

I'll be here if you have other questions or concerns. Just let me know in the comment section below. Take care always.

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How to change/ downgrade plan?