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Level 1

How to change the plan from Simple Start to Essentials?

I just bought the "Simple Start" Plan, but want to change to "Essentials" Plan now. How can I upgrade and how can I make the payment?

3 Comments
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QuickBooks Team

How to change the plan from Simple Start to Essentials?

Thank you for trusting QuickBooks, midsummertravels.

Upgrading your subscription is easy in QuickBooks Online. Here's how you can do it:

  1. Click the Gear icon.
  2. Choose Account and Settings.
  3. Select Billing & Subscription
  4. Then, from the QuickBooks section select Upgrade.
  5. You will be presented with options for upgrading, along with its features and pricing.
  6. Click Upgrade for the product you want. 
  7. If prompted, enter your payment information.
  8. Confirm the upgrade and your new billing, then choose Confirm Upgrade.

Enjoy the new features of your QuickBooks Online. Have a great day!

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Level 1

How to change the plan from Simple Start to Essentials?

I'm also trying to upgrade from Simple Start to Essentials.  …on the Billing & Subscription menu it does not give the option to Upgrade.  Only options are: Renew, Free 30-day trial (for Self Service Payroll), QuickBooks Live Bookkeeping, QuickBooks Online Payments and Checks and Supplies.

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QuickBooks Team

How to change the plan from Simple Start to Essentials?

Hi there, @bookkeeper111.

 

You can click on the New button on your dashboard and select upgrade arrow beside Bills in the Vendor section. 

 

To do that:

  1. Hit on the New button at the left pane.
  2. Select upgrade arrow beside Bills.
  3. On the QuickBooks versions page, choose Essentials and tick Upgrade button.
  4. From the subscription page, verify your payment details then put a check-mark on the authorization box.
  5. Press on Change Plan.

I've outlined these steps below for your reference:

Let me know if you have any other questions on this. I'll make sure you're taken care of. Have a wonderful week ahead!