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Update billing, subscription, and firm info in QuickBooks Online Accountant

by Intuit Updated 1 month ago

Learn how to update payment and firm info.

You can edit subscription billing info and details about your firm right from QuickBooks Online Accountant. Here's how.

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Update subscription and payment info

To update credit card and subscription billing info:

  1. Go to Settings ⚙ and select Subscriptions and billing.
  2. Select the Billing details tab.
  3. Select Edit billing information and update your payment info.
  4. This will launch the Wallet list, from this view you can:
    • Edit the payment method used for QuickBooks Online billing (expiration date, billing address, account holder name)
    • Add a new payment to be used for QuickBooks Online billing
    • Switch QuickBooks Online billing to previously stored payment method
  5. After saving your change, the payment method displays on the Billing details tab.

Note: If you have more than one Intuit subscription, use Intuit Payment Wallet to add and retrieve payment methods for all your subscriptions.

Update firm info

To update your firm's contact info and preferences:

  1. Go to Settings ⚙ and select Subscriptions and billing.
  2. Select the Personal profile tab.
  3. Select Edit personal information.
  4. Update the fields in the Contact information and Contact preferences section as needed.
QuickBooks Online Accountant

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