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Downgrading your QuickBooks Online (QBO) plan from Advanced to Plus while you're still within the free trial period is a straightforward process, @fistersunshine. I'd be happy to guide you through the steps and ensure everything goes smoothly.
To start the downgrade process, let's access your QBO account using your credentials as the company admin or primary user. This access is essential for making the necessary changes to your subscription:
- Log in to your QBO account.
- Navigate to the Gear icon, then select Subscription and Billing.
- Select the QBO Advanced product and click on Downgrade your plan option.
- Review the changes and confirm the downgrade.
Additionally, when your QBO free 30-day trial ends, please be aware that your account will automatically be charged if you have a valid credit card on file. If you don't want to continue with the service, you'll need to cancel your subscription before the trial ends to avoid being charged.
However, if you've grown accustomed to the features and functionality of QBO, you can resubscribe before the trial expires to maintain uninterrupted access to your data. By resubscribing, you'll be able to continue building on the financial foundation you've established, without losing any of the progress you've made during the trial period.
This article serves as your gateway to understanding the essential features of QBO. It provides an in-depth overview of the platform's primary functionalities, helping you navigate its capabilities: Get started with QBO.
Whether you're on a trial or subscription stage in QBO, the Community forum is always here to assist you in all the way we can. Wishing you all the best.