QBO account switch from Accountant to Simple Start

Swordbooks · ‎August 01, 2023

I have a client who created a new QBO account, but set himself up in the Accountant platform instead one of the paywall accounts. He's already set up bank feeds and other entries. Also created his vendors as clients, so there's that too. He doesn't need anything more than Simple Start at this time.

How do I get his account converted to Simple Start? Hoping we don't have to recreate everything in a new account.

DebSheenD · ‎August 01, 2023

Hello there, @Swordbooks.

I'd be glad to share some information about switching subscriptions in QuickBooks Online (QBO).

Changing a subscription can be done in your QuickBooks account. Here's how

Select Settings ⚙ and then Account and settings.
Select the Billing & Subscription tab.
Make sure your payment info is up to date.
In the QuickBooks Online section, select Downgrade your plan.
Note: If downgrading from QuickBooks Online Advanced, you'll be prompted to give us a call so we can walk you through the process.
Review the available plans and then select Choose plan.
Follow the onscreen steps to downgrade your plan.

You can check this article for more details: Upgrade or downgrade your QuickBooks Online edition.

I've added this article to help you manage your QBO subscription: Manage billing, payment, and subscription info in QuickBooks Online.

Don't hesitate to leave me a comment below if you have other concerns or questions about managing subscriptions. I'm always here to help. Have a good one!

View solution in original post

DebSheenD · ‎August 01, 2023

Hello there, @Swordbooks.

I'd be glad to share some information about switching subscriptions in QuickBooks Online (QBO).

Changing a subscription can be done in your QuickBooks account. Here's how

Select Settings ⚙ and then Account and settings.
Select the Billing & Subscription tab.
Make sure your payment info is up to date.
In the QuickBooks Online section, select Downgrade your plan.
Note: If downgrading from QuickBooks Online Advanced, you'll be prompted to give us a call so we can walk you through the process.
Review the available plans and then select Choose plan.
Follow the onscreen steps to downgrade your plan.

You can check this article for more details: Upgrade or downgrade your QuickBooks Online edition.

I've added this article to help you manage your QBO subscription: Manage billing, payment, and subscription info in QuickBooks Online.

Don't hesitate to leave me a comment below if you have other concerns or questions about managing subscriptions. I'm always here to help. Have a good one!

Swordbooks · ‎August 02, 2023

Thank you for this info. My client was able to change his account with no issues.

Rubielyn_J · ‎August 02, 2023

It's a pleasure to have you here again, @Swordbooks.

I’m glad that my colleague DebSheenD was able to help with your concern.

Please know that you’re always welcome to post in the Community space for any QuickBooks concerns you may have.

If you need tips and resources to manage your QuickBooks Online account and finances, feel free to visit our Support page to learn more. This provides information to help your navigation experience be more effective.

Let us know if you have other questions about switching QuickBooks versions. We'll be happy to lend a helping hand. Stay safe!

Topics

Training

Community

Resources

QBO account switch from Accountant to Simple Start