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Upgrade or downgrade a client's QuickBooks Online subscription

Learn how to change your firm-billed client's subscription level. 

Does your client need more from QuickBooks Online? Or is their current subscription more than they need?

You can upgrade or downgrade subscriptions for your clients. You can do this for your firm-billed customers and clients who pay for their QuickBooks subscription themselves. Here's how to change a client's QuickBooks subscription levels between Essentials, Plus, or Advanced. 

Note: You can change a firm-billed client’s subscription between QuickBooks Essentials, Plus, and Advanced, but not from or to Self-Employed. You also can't downgrade a firm-billed client's QuickBooks Online subscription to Simple Start.

Upgrade a client's subscription level

If your firm-billed client needs more accounting tools, you can move them to a higher QuickBooks Online subscription level:

  1. Follow these steps and make sure your firm's billing and subscription info is up-to-date.
  2. In QuickBooks Online Accountant, go to Settings ⚙and then Subscriptions and billing.
  3. Select the Your subscriptions or Accountant-billed subscriptions tab.
  4. Look for your client.
  5. From the Select action ▼ dropdown, select Upgrade

Tip: If you recently moved a client to your firm-billed plan and their status is pending, you need to wait to upgrade them.

Downgrade a client's subscription level

Talk to your client before you downgrade their subscription. Make sure this won't take away features they currently use. When they've decided they're ready to downgrade:

  1. 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.
  2. In QuickBooks Online Accountant, go to Settings ⚙and then Subscriptions and billing.
  3. Select the Your subscriptions or Accountant-billed subscriptions tab.
  4. Look for your client.
  5. From the Select action ▼ dropdown, select Downgrade

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.

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