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dan93
Level 1

How do I change my payroll plan? I seem to be stuck on a legacy plan and I'd like to take advantage of automatic processing.

 
6 Comments 6
Pabz_L
QuickBooks Team

How do I change my payroll plan? I seem to be stuck on a legacy plan and I'd like to take advantage of automatic processing.

payrolHello, @dan93.

 

I’ll be happy to help you upgrade your Payroll services. 

 

Here’s how. 

 

  1. Go to the Settings icon. 
  2. Select Account and Settings.
  3. From the left menu, go to the Billing & Subscription section.
  4. In the QuickBooks Payroll section, click the Upgrade your plan link.
  5. Choose the plan that better suits your business.

 

Please see the screenshots below.

 

If you wanted to update your billing information and plan in QuickBooks Online, you can use this article as guidelines. Update billing information in QuickBooks.

 

Please let me know if you need further assistance. I am here to help. Take care!

dan93
Level 1

How do I change my payroll plan? I seem to be stuck on a legacy plan and I'd like to take advantage of automatic processing.

If only it were that simple! The option to upgrade payroll is not available for me, and as I understand, all "Enhanced Payroll" users.

 

I've tried phone support several weeks ago and chat support today and both told me Engineers were working on this and the chat support person told me to post here so I could get a better answer with a proper estimate of when my account can be upgraded.

 

Please let me know, thanks.

RCV
QuickBooks Team
QuickBooks Team

How do I change my payroll plan? I seem to be stuck on a legacy plan and I'd like to take advantage of automatic processing.

Thanks for bringing this one to our attention, dan93

 

I appreciate you performing the steps provided by my colleague to upgrade your payroll plan in QuickBooks Online (QBO). I've checked here on our end and there's no reported case where the customer's unable to change their payroll plan. 

 

To better isolate if this is a browser issue or not, let's access your account using a private or incognito window. 

 

Here's how:

 

  • Google Chrome: Ctrl + Shift + N
  • Microsoft Edge: Ctrl + Shift + P
  • Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

If it works, try clearing your browser's cache to delete those temporarily stored files. You can also use other supported, up-to-date browsers like Google Chrome or Mozilla Firefox.

 

You can also visit our website. We have  Core, Premium, or Elite payroll plan that helps you automatically run payroll.

 

Just visit this link to route you over: https://quickbooks.intuit.com/payroll/pricing/.

 

If the same thing happens, I'd suggest contacting our Payroll Support Team. They'll pull up your account in a secure environment and investigate what's causing this issue.

 

Here's how:

 

  1. Click the Help icon on the top right. 
  2. Tap the Contact Us button at the bottom. 
  3. Enter a short description of your concern. 
  4. Tick Continue
  5. Choose Message an agent to connect with our support. 

contact1.PNGcontact2.PNGcontact3.PNG

 

I've got a link here that provides you with articles about managing your payroll: https://quickbooks.intuit.com/learn-support/en-us/payroll-and-workers/07?product=QuickBooks%20Online.

 

Keep me posted if you need a hand with running payroll reports or any QBO related. I'll be here to ensure your success. Have a wonderful day ahead. 

dan93
Level 1

How do I change my payroll plan? I seem to be stuck on a legacy plan and I'd like to take advantage of automatic processing.

It's quite frustrating to hear that my previous communications with Quickbooks have fallen on deaf ears. This is also a mixed message as others have told me that I was not the only one to have this problem and that Engineering was supposedly working on it.

 

This is definitely not a browser related issue, but I've done your troubleshooting steps just in case.

 

As I mentioned, I've already contacted your support team through the chat that you mentioned (and also previously via phone) and most recently they referred me HERE. I'm officially getting the runaround and once and for all, I'd just like this escalated to someone who can speak confidently to the issue.

CharleneMaeF
QuickBooks Team

How do I change my payroll plan? I seem to be stuck on a legacy plan and I'd like to take advantage of automatic processing.

Thanks for getting back to us, @dan93.

 

Since QuickBooks Community is a public forum, we're unable to provide account-specific information. Though, we'd want this sort out so you'll be able to take advantage of the automatic filing.  

 

Also, I see you've been in contact with us for help in changing the payroll plan. We already forward the thread to the customer support to review and assess what they can do to your account. Please know that we are fixing this, and rest assured you'll hear from us soon.

 

I've included articles you can check once you already upgraded to the new plan: 

 

I appreciate your patience as we're working on this. Don't hesitate to leave a comment below if you have any other questions. I'm always here to help.

dan93
Level 1

How do I change my payroll plan? I seem to be stuck on a legacy plan and I'd like to take advantage of automatic processing.

Those are the plans I'm trying to switch to! 

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