Manage billing, payment, and subscription info in QuickBooks Online
by Intuit• Updated a day ago
Learn how to manage your QuickBooks Online subscription, whether you need to update the card on file, change your subscription, or just view your billing history.
Select a topic to jump to the right section:
- View your subscription information
- View your payment history
- Learn about payment methods
- Update or change your payment method
- Transfer billing from your accountant
- Change your billing schedule
- Troubleshooting Common Billing Issues
- Upgrade or downgrade your subscription
- Cancel your subscription
View your subscription information
- Sign in to QuickBooks Online as a primary admin.
- Go to Settings ⚙ and select Subscriptions and billing.
- Review the information in each section.
- To view payment history: In the QuickBooks Online tile, select View payment history. Your billing history shows the last 6 months’ bills.
- To view older invoices, reach out to our support team.
View your payment history
- Sign in as a primary admin.
- Go to Settings ⚙ and select Subscriptions and billing.
- In the QuickBooks Online tile, select View payment history.
Learn about payment methods
You can pay for your subscription with Mastercard, Visa, American Express, and even PayPal.
If your account becomes inactive and you want to resubscribe, you'll need to use the same way to pay and how often you paid for your previous subscription. You can change how you pay and how often after you start it again.
Update or change your payment method
- Sign in to QuickBooks Online as a primary admin.
- Go to Settings ⚙ and select Subscriptions and billing.
- Next to your payment method, select Edit ✎.
- Select your preferred payment method and enter the necessary details.
- When you're done, select Save and use.
Transfer billing from your accountant
If you're the primary admin, you can transfer management of your QuickBooks Online subscription from your accountant to yourself. You’ll need to resubscribe to your plan and enter your payment information to pay for your subscription. You'll be charged current retail prices for the subscription, and your accountant will be notified of this change.
Note: You must be the primary admin in order to transfer billing to yourself. If the primary admin isn't available for any reason, you can look into changing the primary admin, or request to be the primary admin.
- Sign in to QuickBooks Online as a primary admin.
- Go to Settings ⚙ and select Subscriptions and billing.
- Select Transfer Billing to Myself.
- Confirm and select your current plan.
- Enter your payment information to pay for your subscription.
Your accountant will still have access to your QuickBooks account once you've transferred the billing. If you don't want them to have visibility over your books anymore, follow these steps to delete your accountant from your QuickBooks account.
Change your billing schedule
Learn how to change your billing schedule for your QuickBooks Online plan.
QuickBooks Online offers monthly and annual billing for Essentials, Simple Start, Plus and Advanced.
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.
Note: You can't start with an annual subscription. First, sign up for a monthly subscription. Then, after completing the 30-day billing cycle, you can switch to annual billing.
Troubleshooting
We do our best to ensure things run smoothly, but sometimes small technical issues occur. Here are some error messages you might see when you update billing details.
- Something's not quite right.
- It looks like there was a problem on our end. Select Save again.
- Blank page/screen (unable to enter billing details).
- Subscription-error billing. For example, 'We couldn't process your payment. Make sure your billing info is up to date.'
The good news is we can fix this. When you update subscription and billing details, it's important to:
- All subscription and billing fields are completed.
- Verify credit card details.
- Confirm that the address for the credit card matches the address in your QuickBooks settings. The addresses must match.
- Clear your cache and cookies.
If the issue is with your subscription payment, we’ve got an article about fixing subscription payment issues to help you resolve that as well.
Upgrade or downgrade your subscription
Find the accounting tools that are right for you. Need more (or fewer) features? Follow these steps to upgrade or downgrade your subscription.
Cancel your subscription
We're sorry to see you go. If QuickBooks Online isn't the right fit, we want to help you get the right tools for you. Here's how to cancel your subscription or trial.
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