Garkley
Level 1

downgrad my subscription

how to downgrad from pro to simple start

CamelleT
QuickBooks Team

Account management

Let me walk you through the process of downgrading your subscription, Garkley.

 

First off, I'd like to ask for some clarification about your concern. When you mentioned downgrading from Pro, could you please confirm if you are referring to the QuickBooks Desktop (QBDT) Pro version? This distinction is crucial because the downgrading options and processes differ between QBDT and other versions, such as QuickBooks Online (QBO).

 

In the meantime, if you meant switching from QBDT Pro to QBO Simple Start, it's important to note that you'll need to subscribe to a new QBO Simple Start plan.

 

For further details about this process, refer to this article: Move your QuickBooks Desktop file to QuickBooks Online.

 

However, if you're referring to downgrading from a higher version of QBO to QBO Simple Start, please know that any discounts on your current plan will be removed. You'll also need to turn off some key features in your existing subscription.

 

Furthermore, QBO Simple Start doesn’t support multicurrency. If you currently have this feature enabled, you won't be able to switch to QBO Simple Start.

 

To proceed making the switch to QBO Simple Start, here are the steps you'll need to follow:

 

  1. Turn off your recurring transaction templates.
  2. Remove extra users, as this plan allows only 1 billable user and 2 non-billable accountant firm users.
  3. Make your inventory items inactive.

 

For detailed steps and further information on this process, check out this article: Upgrade or downgrade your QuickBooks Online edition.

 

Once done, you can now proceed with the downgrade. Please follow the steps below:

 

  1. Sign in to QuickBooks Online as a primary or company admin.
  2. Click Settings and select Subscriptions and billing.
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  3. Make sure your payment info is up to date.
  4. In the QuickBooks Online section, select Downgrade your plan.
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  5. Review the available plans and then select Choose plan.
  6. Follow the onscreen steps to downgrade.

 

Finally, I'll share this article to guide you about the important considerations to ensure a smooth migration as you move from your desktop-based QBDT platform to the cloud-hosted QBO solution: Understand how features and data move.

 

If you have other questions about managing your subscriptions in QuickBooks, comment below. We'll be here to assist.

Chrea
Level 7

Account management

Do you need to downgrade from QBO Plus to QBO Simple Start, or QB Desktop Pro to QBO Simple Start?