QuickBooks Online is constantly changing. One of those changes is where you go to change your subscription.
In this blog post, I’ll show you how to upgrade/downgrade your subscription, as of September 2023. We’ll also discuss discounts and why you might not want to downgrade if you currently have a discount.
Quick Instructions:
- Click the gear icon in the upper right corner
- Click Subscriptions and billing under PROFILE
- Click the Upgrade your plan or Downgrade your plan link
- Click the Choose plan button for the plan you’d like to switch to
Keep reading for a complete walkthrough with screenshots:
Subscriptions and billing
In the past, to get to your subscription information you’d click on Account and settings in the gear icon menu.
Now there’s a new menu item under the PROFILE column: Subscriptions and billing.
The Subscription and billing page is the same page you’re used to, there’s just a new way to get there.
On this page, you’ll see the version of QuickBooks Online you’re subscribed to on the left with a green line above it.
Subscription Discount
If you have a discount you’ll see a dollar amount crossed out with a lower amount in red next to it. If you hover over the amount it’ll show you your discount percentage and when that discount will end.
Here you can see I’m subscribed to QuickBooks Plus with a 30% discount that ends on 10/25/2023:
If you’re not yet subscribed you can use my affiliate link to get a discount for signing up. These discounts usually last 12 months but they’re constantly changing (I have no control over the discounts provided at that link).
Upgrade/Downgrade Your Plan
Below the price information are a few text links. Including Upgrade your plan and Downgrade your plan.
Upgrade
If you click the Upgrade link it will show you your current plan and then the options you have for upgrading.
In my example, the only option I have is to upgrade to Advanced. I’m being offered a 50% discount for the next 3 months. You may or may get a similar offer, they’re constantly changing these offers:
To upgrade click the green Choose plan button for the plan you’d like to switch to.
Downgrade
If you click the Downgrade link it will show you your current plan and then the options you have for downgrading.
In my example, I have the options for Essentials or Simple Start. I’m not being offered any discounts on this page (not surprising, they’d rather have you upgrade than downgrade):
If you have a discount be sure to compare the prices as you might want to wait.
If I was interested in downgrading to Essentaisl I would wait until after 10/25 as the price I’m paying is $1 lower.
If you are downgrading click the Choose plan button for the plan you’d like to switch to.
You now know how to upgrade or downgrade your QuickBooks Online subscription. Scroll down to watch a video walkthrough.
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If you have questions about the different QuickBooks Online plans and which one’s right for you click the green button below to schedule a free consultation.
