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Upgrade or downgrade your QuickBooks Online edition

SOLVED•by QuickBooks•1788•Updated 4 days ago

Learn how to manage your QuickBooks plan to add more or have fewer accounting features.

We want to help you find the best accounting tools for your business. As your business grows, QuickBooks grows with you. When you're ready for more features, you can upgrade your subscription. Or, if your current subscription isn't a good fit, we can help you switch to a different plan.

Here’s how to upgrade or downgrade your QuickBooks Online subscription.

Notes:

Step 1: Choose a new plan

Check out the available pricing plans to see which subscription level is right for you.

Step 2: Upgrade your subscription

  1. Sign in to QuickBooks Online as a primary or company admin.
  2. Go to Settings Settings gear icon. and select Subscriptions and billing.
  3. Make sure your payment info is up to date.
  4. In the QuickBooks Online section, select Upgrade your plan.
  5. Review the available plans and then select Choose plan.
  6. Follow the on-screen steps to upgrade your plan.

Note: To learn more about upgrading from QuickBooks Self-Employed to QuickBooks Online, see Switch from QuickBooks Self-Employed to QuickBooks Online.

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:

  1. Go to Settings Settings gear icon. and select Recurring transactions.
  2. Select a template. Then select the Edit ▼ dropdown.
  3. 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. Only QuickBooks Online Plus lets you track inventory.

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:

  1. Go to Reports (Take me there).
  2. Search for and open the Product/Service List report.
  3. Select Switch to classic view.
  4. Select Customize.
  5. Select the Filter ▼ section.
  6. In the Deleted ▼ dropdown, select All.
  7. Select Run report.
  8. 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:

  1. Go to Settings Settings gear icon. and select Products & services (Take me there).
  2. Select the Filter  icon.
  3. In the Status ▼ dropdown, select All.
  4. In the Type ▼ dropdown, select Non-inventory.
  5. Select Apply. This shows all your non-inventory items and hides the Service items you'll keep.
  6. Select the checkbox next to the Name column. This selects all the inventory items on the list.
  7. Select Batch actions ▼ dropdown and then select Make inactive.
  8. Select Yes.

Your inventory items are now inactive and won't show up on your Product and Services list anymore.

Step 3: Downgrade your plan

  1. Sign in to QuickBooks Online as a primary or company admin.
  2. Go to Settings Settings gear icon., then Subscriptions and billing.
  3. Make sure your payment info is up to date.
  4. In the QuickBooks Online section, select Downgrade your plan.
  5. Review the available plans and then select Choose plan.
  6. Follow the onscreen steps to downgrade your plan.

If you decide to go back to your old subscription level, remember to turn the features back on. Your inventory, recurring transaction templates, and apps won't turn on automatically.

Or if you need to cancel your account, learn how to cancel your QuickBooks Online subscription.

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