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chris154
Level 1

I don't use QBO as much anymore. If I downgrade can I still allow my bookkeeper to access my account?

 
4 Comments 4
Fiat Lux - ASIA
Level 15

I don't use QBO as much anymore. If I downgrade can I still allow my bookkeeper to access my account?

Downgrade to lower QBO plan or switch to QBSE?

https://quickbooks.grsm.io/US

https://quickbooks.grsm.io/us-promo

 

Adrian_A
Moderator

I don't use QBO as much anymore. If I downgrade can I still allow my bookkeeper to access my account?

Yes. Your bookkeeper can still access your account, chris154.

 

As long as they have access to your QuickBooks, they can still view and do something on the account.

 

When you downgrade your subscription, it also removes some features on the current plan. You can check the comparison to review what features will stay when you switch.

 

When you ready to downgrade, you can follow the steps below to do it:

 

  1. Click the Gear icon, and then select Account and Settings.
  2. Go to the Billing & Subscription tab.
  3. Select Downgrade your plan.
  4. Choose your new plan.
  5. Review the features.
  6. Click Continue or Submit.
  7. Review your new billing details.
  8. Select Change plan.
  9. Sign out your account.

 

Your new plan will take effect immediately. To double-check if you've successfully changed the subscription, here's how:

 

  1. Log in your account: qbo.intuit.com.
  2. Select Account and Settings from the Gear icon.
  3. Go to the Billing & Subscription tab.
  4. Review your plan.

 

I've also added these articles to know the user limits according to your plan:

 

 

If you still have other questions in downgrading, please let me know. I'm here to help you out!

chris154
Level 1

I don't use QBO as much anymore. If I downgrade can I still allow my bookkeeper to access my account?

Ah, and what's the difference between a billable user and an accounting firm?

JessT
Moderator

I don't use QBO as much anymore. If I downgrade can I still allow my bookkeeper to access my account?

I'm happy to give more details about the types of users in QBO, Chris,

 

The term "billable" has something to do with the maximum number of users you can add to QBO according to your plan. A billable user will count against your limit, while a non-billable user will not.

 

Billable users are Admin users and Standard users, and there's a limit per plan. Non-billable users are Reports only and Time tracking only users. You can add as many non-billable users as you can.

 

 

An Accounting Firm or an Accountant User, on the other hand, is not a billable user, but there's a limit per plan.

 

The table below shows how many billable users and accounting firms you can add to each QBO plan.

I hope this clears everything about the users in QBO. If you have further questions, feel free to comment below.

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