QuickBooks HelpQuickBooksHelpIntuit

Change Your Account Billing Settings

by Intuit68 Updated 3 months ago

It’s important to keep your account billing information up-to-date to help ensure your payments are processed and paid plans stay active. Your billing information also determines your payment options and tax charges.

In this article, you’ll learn how to change your billing contact information, update and view tax information, change your billing currency, and change your billing notification.

Things to know

Here are some things to know.

  • If you’re an account Owner or Admin, you’ll be able to view and update billing information. If billing information isn’t available in your account, an Owner or Admin can change your user level.
  • Mailchimp accepts all major credit and debit cards, PayPal, SEPA Direct Debit, and iDEAL. Learn how to Change or Update Your Payment Method.
  • Your billing address and the currency you choose will determine the payment options available to you. For example, Discover and American Express cards don’t support all currencies. Also, direct debit is only available to certain countries and is only connected when purchasing a Mailchimp plan or add-on.

Change your billing contact information

In many cases, your billing contact information and your primary contact information will be the same. However, there are some circumstances where it might be helpful for them to be different.

Here are some things to know about how your billing contact information affects your account.

  • Your billing contact information appears on your receipts.
  • Your billing contact address can influence your payment or billing currency options, but doesn’t influence tax charges.
  • The billing contact email address only receives payment receipts, but otherwise can’t be used to access your account. This is helpful if you want to send receipts directly to someone else in your organization, like an accountant.

To update your billing contact information, follow these steps.

  1. Click your profile icon and choose Account & billing.
  2. Click the Billing drop-down menu and choose Billing information.
  3. In the Billing & payment section, click Edit.
  4. Enter your billing contact information.
  5. Click Save.

Update and view tax information

Your primary contact address determines tax charges for your purchases. Your Tax ID is also part of your primary account contact information.

To update your primary account contact information from the billing information page, follow these steps.

  1. Click your profile icon and choose Account & billing.
  2. Click the Billing drop-down menu and choose Billing information.
  3. In the Primary account contact section, click Edit.
  4. Enter your primary account contact information.
  5. If applicable, this is also where you’ll Add or Edit Your Tax ID Number.
  6. Click Save.

View Mailchimp’s latest tax documents in the Tax information section on the Billing information page. To learn more about our tax collection process, check out About Taxes and Mailchimp.

Change your billing currency

When you pay with a credit or debit card, you can usually choose your billing currency. Your billing address or payment method may change your currency options. If you pay in a currency other than US dollar (USD), we'll convert payment amounts based on current exchange rates. Learn more about pricing for international, non-US, and other currencies.

To change your billing currency, follow these steps.

  1. Click your profile icon and choose Account & billing.
  2. Click the Billing drop-down menu and choose Billing information.
  3. In the Payment section, click Change. Make sure the Card option is selected.
  4. Click the currency drop-down and choose a billing currency.
  5. Re-enter your credit or debit card information.
  6. Click Save.

If your billing address is in Australia, Canada, the European Union, or the United Kingdom, you’ll be billed in your local currency. You won’t be able to change to a different currency.

Change your billing notification settings

Change your billing notification settings in the Notifications section on the Billing information page. Receipts and billing notifications are sent to the billing contact email address.

  • Label receipts as invoices
    Choose this option to label your receipt header as "Invoice" for legal or accounting reasons. This option will only change how receipts are titled, everything else will remain the same.
  • Send bill estimates
    Check the box for Bill estimates to receive an estimate of your upcoming charge.
Mailchimp