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The discounted rates aren't applicable during the upgrade or downgrade of your plan, @executiveassistant. Below, I’ll provide insights and guide you on how to take advantage of the discount.
To begin, you'll have to cancel your current QBO version and sign up for a new QuickBooks Online (QBO) Plus subscription to receive the discount. Before proceeding, I recommend exporting all your data to ensure you save, store, and transfer them digitally.
Here's how to cancel:
- Sign in to the Intuit Account Manager.
- Navigate to the Products & Billing section, then click on your company name to access your subscription page.
- Locate the product you wish to cancel and select the Cancel option.
- You’ll be prompted to complete a brief survey regarding your reason for cancellation. After filling it out, click Continue to cancel.
- A page will appear outlining the product benefits and informing you of the last day you can use your subscription. Then, click Continue to cancel.
- Finally, a pop-up will confirm that your subscription has been canceled. Select Got it to complete the process.
After that, you'll receive an email confirmation regarding the cancellation of your online subscription. Also, your data will be accessible in read-only format for one year from the cancellation date. You can subscribe to the QBO Plus plan through this link: Plans & Pricing.
As for your second question, please note that discounts may differ by device due to marketing strategies or variations in the user interface for QBO.
Moreover, consider reviewing this article for guidance on viewing your billing history and managing your payments: Account management.
Lastly, have you thought about utilizing our QuickBooks Live Expert Assisted team? They specialize in simplifying transaction sorting and financial management. Their services could significantly improve your accounting workflow!
I'll always be here, ready to back you up if you have further questions about the discounts or managing your plans. Please let us know any time in the thread.
