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Intuit
46 helpful votes

Switch to annual or monthly billing for QuickBooks Online

Learn how to change your billing schedule for your QuickBooks Online plan.

QuickBooks Online offers monthly and annual billing for Advanced, Essentials, Simple Start, and Plus.

Before you update your payment schedule, here are a couple of things you should know:

  • If you switch from monthly to annual billing, you’ll get a 10% discount on your plan.
  • Are you on annual billing? To switch to monthly billing, you may have to wait until you have 30 days before your next payment.
  • If you have an inactive subscription, you can resubscribe when you sign in to your company again. After you resubscribe, you can follow the steps below to change your payment schedule.

When you’re ready, here’s how to change your payment schedule. After completing the steps below, we’ll send you an email to let you know about your new plan details.

If you are subscribed to a QuickBooks Online plan

  1. Sign in to QuickBooks Online.
  2. Go to Settings ⚙, then Account and Settings.
  3. Select Billing & Subscription.
  4. Select Switch to monthly billing or Switch to annual billing.
  5. Select Switch, then Done.

If your QuickBooks Online plan is on free trial

  1. Sign in to QuickBooks Online.
  2. Select Subscribe Now.
  3. Complete all the details required.
  4. In your subscription summary, select Annual Billing or Monthly Billing.
  5. Select Subscribe, then OK, got it.

FAQ

Will I get a refund?

You'll get a credit on your new plan based on the unused portion of your old plan.

Switching from an annual to a monthly plan? You’ll also get a refund for any unused portion of your old plan that we can't roll over as credit on your new plan.

Can I change how often I pay for my payroll subscription?

You can’t switch your payroll subscription from monthly to annual billing. This is because your payroll plan has a monthly fee for each active employee and additional states you run payroll for.

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