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Upgrade or change your subscription

by Intuit•386• Updated about 18 hours ago

Learn how to manage your QuickBooks subscription.

Find the best accounting tools for your business as QuickBooks grows with it. Upgrade your subscription when you're ready for more features. Or, if your current subscription isn't a good fit, we can help you change your plan.

For a better experience, open this article in QuickBooks Online. Launch side-by-side view Open this link in a new window

Important:

  • Before you upgrade or change your plan, make sure:
    • You’re the primary user or company admin. 
    • Your payment info is up to date.
  • If you’re an accountant, you can upgrade or change your clients' QuickBooks Online subscription.
  • If you use Intuit Enterprise Suite, your account manager can help you change your subscription.
  • You can upgrade from QuickBooks Solopreneur, but you can't change back to it.
  • You can’t change from any QuickBooks Online plan to QuickBooks Ledger.

Know the limits of your plan

Usage limits

You won’t be able to add more items once you reach your plan's usage limit. Make sure you have the right plan.

  • Simple Start - 1 user
  • Essentials - 3 users
  • Plus - 5 users
  • Advanced - 25 users
  • Simple Start - 1 per transaction
  • Essentials - 4 per transaction
  • Plus - 4 per transaction
  • Advanced - 12 per transaction
  • Simple Start and Essentials plans don’t have class and location tracking.
  • Plus - 40 combined classes and locations
  • Advanced - Unlimited classes and locations

Feature limits

QuickBooks Online plans have different features. If you want to upgrade or change your plan, you may need to turn on or turn off some of these features. Check if your plan has these features.

  • Only Essentials, Plus, and Advanced plans have recurring transactions.
  • You need to turn this off if you want to change your plan to Simple Start.
  • Only Essentials, Plus, and Advanced plans have multi-currency.
  • Once multi-currency is on, you can’t turn it off. Also, you won’t be able to change your plan to Simple Start.
  • Only Plus and Advanced plans have inventory tracking.
  • You can change your plan to Simple Start or Essentials. First, turn off your non-inventory items. This turns off your plan's inventory tracking.

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

Upgrade your plan

  1. Sign in to your QuickBooks Online account.
  2. Go to Settings Settings gear icon., then select Subscriptions and billing.
  3. Select View payment history. Check if your payment info is up to date.
  4. In the QuickBooks Online section, select Upgrade your plan.
  5. Review the available plans, then select Choose plan.
  6. To upgrade your plan, follow the steps on the page.

Manage your plan’s usage limits and features

  • Delete users to have the user limit you only need when you change plans. 
  • Delete classes or locations to change your plan to either Simple Start or Essentials.
  • Turn off custom fields you won’t use.
  1. Sign in to your QuickBooks Online account.
  2. Go to Menu, then select Reports.
  3. Find the Product/Service List report. You can either:
    a. Enter the name of the report in the Type report name here field.
    b. Or, select Sales and customers.
  4. Select the Product/Service List report.
  5. Select Switch to classic view.
  6. Select Customize, then select Filter â–Ľ.
  7. Select All from the Deleted â–Ľ dropdown.
  8. Select Run report.

Note: Before you turn off your inventory, run your Product/Service List
report first. It’ll show your inventory items and your available services.

  1. Go to Settings Settings gear icon. and select Products and services (Take me there).
  2. Select Filter.
  3. Select Non-inventory from the Type â–Ľ dropdown.
  4. Select All from the Status ▼ dropdown. 
  5. Select Apply.
    Note: This shows all your non-inventory items but not 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 the Batch actions â–Ľ dropdown, then select Make inactive.
  8. Select Yes.

Your inventory items are now off and won't show up on your Product and Services
List.

Turn off your recurring transactions first if you need to change your plan to QuickBooks Online Simple Start.

  1. Go to Settings Settings gear icon., then select Recurring transactions.
  2. Select a template, then select the Edit â–Ľ dropdown.
  3. Select Pause, then select Pause to confirm.

Change your plan

When you change your plan, you either move to a similar plan or to a lesser-valued plan. To help you decide, you can check out the downgrade pricing plans. Review the features of each plan to make sure you don’t lose those that you need.

Note: When you change your plan, it removes any discounts on your current plan.

  1. Sign in to your QuickBooks Online account.
  2. Go to Settings Settings gear icon., then select Subscriptions and billing.
  3. Select View payment history. Check if your payment info is up to date.
  4. In the QuickBooks Online section, select Downgrade your plan.
  5. Review the available plans, then select Choose plan.
  6. To change your plan, follow the steps on the page.
QuickBooks Online AdvancedQuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple StartQuickBooks Solopreneur