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We're thrilled to let you try out our services, @useraccounts,
Since you will be switching your subscription, you can cancel your online account inside QBO through these steps:
- Sign in to your QBO account, then tap the Gear icon at the top right portion of your Dashboard.
- Go to Account and Settings, and select Billing & Subscription.
- Locate the payroll subscription and then press Cancel or Cancel Trial.
- Hit Continue to Cancel twice.
- Lastly, answer the short survey and select Continue to Cancel.
If you have billing or refund concerns, I recommend contacting our Support first before following the cancellation steps. They are the ones who can check your account and discuss your billing details and refund agreements.
Here's how to contact them:
- Go to the Help menu then select Contact us.
- Enter the keyword Account and Billing in the What can we help you with? box.
- On the next screen, scroll down to the Choose a way to connect with us section.
- Choose Start messaging to initiate a discussion with a live agent or Get a call for callbacks.
Also, make sure to do the following task to ensure you have a copy of your financials before the migration:
- Printed necessary financial and payroll forms and reports you might need in the future.
- Paid any outstanding tax deposits and filed tax forms.
- Make your own arrangements to retain or back up the data after that time. You may also visit our apps website to find tools to back up your QBO data.
To print reports you will use to compare the data after the switch, use these steps:
- Go to the Reports menu and select the report you want to print or export.
- Find the report you want to save a copy for, then click to open it.
- Make sure to select the correct dates before running it.
- When the data is correct, click the Print or Export icons.
Once you're all set, visit this site to check our QuickBooks Desktop pricing offers and feature comparisons: Choose your QuickBooks Desktop product.
I'll be adding a few articles about the cancellation process and how to transfer your data:
- Cancel your QuickBooks Online subscription or trial
- Export and convert your QuickBooks Online data to QuickBooks Desktop
- Limitations when you convert from QuickBooks Online to QuickBooks Desktop
Feel free to ask or connect with me again if you have any questions about this. I'll be more than happy to help you convert your data successfully. Have a good one!
