Before you downgrade, make sure you aren't losing any essential features. Also keep in mind that downgrading removes any discounts on your current plan.
Step 1: Choose a new plan
Check out the available pricing plans to see which subscription level is right for you.
Step 2: Turn off features in your current plan
Before you downgrade, you may need to turn off some features. If you use any of these features, follow the steps in the section:
Pause recurring transaction templates
If you need to switch to QuickBooks Online Simple Start, turn off your recurring transaction templates first. This plan doesn’t support recurring transactions:
- Go to Settings ⚙ and select Recurring Transactions.
- Select a template. Then select the Edit ▼ dropdown.
- Select Pause and then Pause again to confirm.
Remove extra users
You may need to remove users depending on the plan you downgrade to. Learn more about user limits for each plan.
Learn more about multicurrency
QuickBooks Online Simple Start doesn’t support multicurrency. If you currently have the multicurrency feature enabled, you won’t be able to switch to QuickBooks Simple Start.
Turn off inventory
If you need to switch to QuickBooks Online Simple Start or Essentials, make your inventory items inactive. These subscription levels don't support inventory tracking. You can only track inventory in QuickBooks Online Plus and Advanced.
Step 1: Save your financial reports
Run a report of all your products or services so you have a record of your current quantities on hand:
- Go to Business overview and select Reports (Take me there).
- Search for and open the Product/Service List report.
- Select Customize.
- Select the Filter ▼ section.
- In the Deleted ▼ dropdown, select All.
- Select Run report.
- Print or export your report.
Step 2: Deactivate your inventory
When you downgrade, your inventory items’ quantities reset to zero. Your items stay in QuickBooks, but you won't track the quantity on hand anymore:
- Go to Get paid & pay and select Products & services (Take me there).
- Select the Filter icon.
- In the Status ▼ dropdown, select All.
- In the Type ▼ dropdown, select Inventory.
- Select Apply. This shows all your inventory items and hides the non-inventory items you'll keep.
- Select the checkbox next to the Name column. This selects all the inventory items on the list.
- Select Batch actions ▼ dropdown and then select Make inactive.
- Select Yes.
Your inventory items are now inactive and won't show up on your Product and Services list anymore.
Cancel third-party apps
Are you currently using any connected third-party apps? You may need to cancel them if your new plan no longer supports them.
Step 3: Downgrade your plan
- Sign in to QuickBooks Online as a primary or company admin.
- 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.
