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brysuz6
Level 1

How do I switch from essentials to simple start

 
1 Comment 1
MaryLandT
Moderator

How do I switch from essentials to simple start

 

Hi there, brysuz6,

 

Let me walk you through downgrading your QuickBooks Online plan.

 

Just a heads up, Simple Start doesn’t support recurring transactions. Make sure to turn off your templates first or prevent issues during the process.

  1. Go to the Gear ⚙ icon, then select Recurring Transactions.
  2. To pause each recurring transaction, select the Edit ▼drop-down.
  3. Select Pause, and then select Pause again to confirm.

Once done, here are the steps on how to switch to Simple Start:

  1. Sign in to QuickBooks Online as an admin.
  2. Go back to the Gear ⚙ icon, then select Account and Settings.
  3. Click Billing & Subscription from the left navigation bar. Make sure your payment info is updated and valid.
  4. Select Downgrade
  5. Find the new plan you want, then select Choose Plan.
  6. Review what goes away with your new plan, then click Next.
  7. Review your new billing details, then hit Change plan to complete the process.
  8. Sign out of QuickBooks Online for changes to take effect.

These steps are also available in this article: Downgrade your QuickBooks Online plan. It includes reminders and other possible stoppers along the process.

 

Let me know if there's anything else you need with QuickBooks. I'm always around to help you out.

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