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. Only QuickBooks Online Plus lets you track inventory.
Important: Make sure to deactivate non-inventory items to turn off inventory feature.
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 Reports (Take me there).
- Search for and open the Product/Service List report.
- Select Switch to classic view.
- 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 Settings
and select Products & services (Take me there). - Select the Filter
icon. - In the Status ▼ dropdown, select All.
- In the Type ▼ dropdown, select Non-inventory.
- Select Apply. This shows all your non-inventory items and hides the Service 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.
Step 3: Downgrade your plan
- Sign in to QuickBooks Online as a primary or company admin.
- Go to Settings
, then Subscriptions and billing. - Make sure your payment info is up to date.
- In the QuickBooks Online section, select Downgrade your plan.
- Review the available plans and then select Choose plan.
- Follow the onscreen steps to downgrade your plan.