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9130 3557 8008 2246
Level 1

Change plan keeping the discount

Hello,
I switched from Quickbooks desktop to online, got a 50% discount on the 1 year subscription.
Now I want to change from the Plus plan to Essentials, where can I make this change while maintaining the discount?

7 Comments 7
Fiat Lux - ASIA
Level 15

Change plan keeping the discount

Discounted rates do not apply when upgrading/downgrading a plan. You need to sign up for a new QBO Essential account at a discount and use the migration tool before you cancel your QBO Plus account.

https://get.transactionpro.com/qbo

 

9130 3557 8008 2246
Level 1

Change plan keeping the discount

How do I do that? What is the step by step?

Maybelle_S
QuickBooks Team

Change plan keeping the discount

Yes, Fiat Lux is correct, @9130 3557 8008 2246.

 

When downgrading a plan, the discounted rates will not apply. You'll have to sign up for a new QuickBooks Online (QBO) Essential subscription with a discount and cancel the QBO Plus. Before doing so, I suggest saving all of your data by exporting them. This way, you can save, store, and transfer them digitally.

 

Here's how to cancel:

 

  1. Go to the Gear icon and choose Account and Settings.
  2. Select Billing and subscription.
  3. Go to the QuickBooks section and click Cancel.
  4. Click Continue to cancel twice.
  5. Go through the steps that follow.
  6. Select Submit and cancel subscription.
  7. Hit Got it.

 

Once done, you'll get an email confirmation for the cancellation of your online subscription. Also, your data will be available in read-only access for one year from the date of cancellation.

 

You can visit this link when subscribing to QBO Essentials: Plans & Pricing page.

 

Additionally, you can check out these articles if you want to downgrade or locate your subscription renewal date:

 

 

Stay in touch with us if you have other questions about your account. The Community is just a post away.

9130 3557 8008 2246
Level 1

Change plan keeping the discount

Hello everything is fine? thanks for the return. And how are you going to apply the discount I have again? Now on the Essentials plan

GlinetteC
Moderator

Change plan keeping the discount

Thanks for getting back to us, 9130 3557 8008 2246. Let me provide additional information about how discounts work for QuickBooks Online users.

 

Intuit offers a discount for three (3) months when you sign up for a new QuickBooks Online account. You can see this during the process of acquiring your QBO Essentials. 

 

Since you're already subscribed and want to apply the discount, I suggest contacting our Billing support team. One of our representatives can check your account and give you options on how you can avail of it. I'll lay out the steps:

 

  1. Go to Help and then select Search.
  2. Click on Contact Us.
  3. Enter your issue like discount in the What can we help you with? field and click Continue.
  4. Choose a way how you can connect with us.

If you like to know more about managing your payment and subscription, check out this article: Manage billing, payment, and subscription info in QuickBooks Online

 

Get back to us if you have other questions about managing your subscriptions. I'm still available to help.

9130 3557 8008 2246
Level 1

Change plan keeping the discount

hello everything is fine ? thanks for your answer. The discount I have is 50% for 1 year as I had QB desktop, I am referring to this discount.

RoseJillB
QuickBooks Team

Change plan keeping the discount

Thanks for posting back for further details, 9130.

 

I can see how you wanted to apply the 50% discount you have upon purchasing the QuickBooks Online (QBO) Plus. Since you will be downgrading to QBO Essentials, I suggest you contact our Customer Care Team to see if the discount will be carried over to your preferred subscription.

 

Account-related concerns are routed to them to thoroughly check and address your query in no time. You can follow the steps outlined by GlinetteC to get in touch with them.

 

Moreover, learn to manage your account by checking out this article: Manage billing, payment, and subscription info in QuickBooks Online.

 

Feel free to leave a comment if you have more concerns about your subscription. The Community is always here to help you. Have a good one!

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