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snohovapor1
Level 1

I'm looking to upgrade my subscription, but had to replace my card so my payment failed. How do I upgrade without being auto charged for the original subscription plan?

From the billing screen, it clearly shows I'll be auto billed based on my plan selection, but I can't change my selection, until my account is 'active' once again. How do I update & upgrade without being billed for both, or does Quickbooks simply charge the difference when upgrading if done simultaneously?
1 Comment 1
ShangY
QuickBooks Team

I'm looking to upgrade my subscription, but had to replace my card so my payment failed. How do I upgrade without being auto charged for the original subscription plan?

Welcome to the Community, @snohovapor1. I have some information on how the upgrade works in QuickBooks Self-Employed (QBSE.)

 

To upgrade your QBSE plan without being billed twice, you can follow the steps below:

 

On your browser

 

  1. Select Billing info from the Profile icon.
  2. Find the TurboTax logo and choose Get our Tax Bundle.
  3. Choose Switch Now.
  4. Add your payment info and select Subscribe to bundle.
  5. Click Done.

 

If you're using mobile, please refer to this guide: Upgrade to the QuickBooks Self-Employed and TurboTax Self-Employed bundle.

 

Moreover, I recommend purchasing a new subscription to upgrade from QBSE to QuickBooks Online (QBO).

 

Once you've successfully upgraded your QBSE plan, you can check this article to learn more about managing your taxes efficiently: get ready to file taxes on self-employed income in QuickBooks Online and QuickBooks Self-Employed.

 

If you've subscribed to QBO, here's an article to help you set up: Get started and adjust settings after you sign up for QuickBooks Online.

 

Please feel free to drop a comment by clicking the Reply button if you have further questions or concerns about upgrading your QBSE plan or purchasing QBO. I'd be happy to help. Have a good one.

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