Learn how to change your charge information, payment method, upgrade and downgrade your subscription. If your personal or business data changes, you need to edit it in QuickBooks so everything stays accurate. here ‘s how to manage charge, payment, and subscription information directly from QuickBooks Online .

Tip: Our in-product QuickBooks Digital Assistant can walk you through the process of updating your billing. Simply open the Digital Assistant, type “billing”, and follow the instructions. Get started now Reading: Update billing, payment, and subscription info in QuickBooks Online .

Update your credit card payment info

Follow the steps based on how you subscribed to QuickBooks Online. If you subscribed through a mobile app shop, follow the steps in that section .

If you subscribed online directly through QuickBooks Online

1. Sign in as a primary or company admin.
2. Select Settings ⚙ in the top right, and then Account and settings.
3. Select the Billing & Subscription tab.
4. Select Edit ✏️ next to your payment method.
5. Update your credit card info.
6. Review the address for your credit or debit card. It must be the same one that appears on your card statements.
7. When you’re done, select Confirm card or Save.

If you subscribed to QuickBooks Online through an app store

If you subscribed through Google Play ( Android ) or the Apple App Store ( iPhone or iPad ), use these steps from Google and Apple : Tip: You will not be able to see the Billing & Subscription tab if you have subscribed through an app shop. You will only be able to see the Billing & Subscription tab if you have subscribed through Intuit QuickBooks Online immediately .

View your payment history

1. Sign in as a primary or company admin.
2. Select Settings ⚙ in the top right, and then Account and settings.
3. Select the Billing & Subscription tab.
4. In the QuickBooks Online tile, select View payment history.

Your bill history shows the final 6 months ‘ bills. Learn how to change your placard schedule for your QuickBooks Online design. QuickBooks Online offers monthly and annual charge for Essentials, Simple Start, and Plus.

If you are subscribed to a QuickBooks Online plan:

1. Sign in to QuickBooks Online as a primary admin.
2. Go to Settings ⚙, then Account and Settings.
3. Select Billing & Subscription.
4. Select Switch to monthly billing or Switch to annual billing.
5. Select Switch, then select Done.

If your QuickBooks Online plan is on free trial :

1. Sign in to QuickBooks Online.
2. Select Subscribe Now.
3. Complete all the details required.
4. In your subscription summary, select Annual Billing or Monthly Billing.
5. Select Subscribe, then OK, got it.

Upgrade or Downgrade your subscription

Find the report tools that are right for you. Need more ( or fewer ) features ? Follow these steps to upgrade or downgrade your subscription .

Switch to annual billing

If you are subscribed to a QuickBooks Online plan

1. Go to Settings ⚙, then Account and Settings.
2. Select Billing & Subscription.
3. Select Switch to monthly billing or Switch to annual billing.
4. Select Switch, then select Done.

If your QuickBooks Online plan is on free trial

1. Sign in to QuickBooks Online.
2. Select Subscribe Now.
3. Complete all the details required.
4. In your subscription summary, select Annual Billing or Monthly Billing.
5. Select Subscribe, then OK, got it.

Troubleshooting

We do our best to ensure things run smoothly, but sometimes small technical issues occur. here are some error messages you might see when you update billing details.

• Something’s not quite right.
• It looks like there was a problem on our end. Select Save again.
• Blank page/screen (unable to enter billing details).
• Subscription-error billing. For example; We couldn’t process your payment. Make sure your billing info is up to date.
• The Save button is greyed out.

The good news is we can fix this. When you update your payment details, it is authoritative to make indisputable :

• Your billing address matches the company address in your QuickBooks Account and settings.
• You have removed all special characters (such as ./:*’-“) from your billing address.
• Your Billing & Subscription fields are all complete with accurate and up-to-date information. Avoid using auto-fill.
• You are using a valid credit or debit card.
• Your bank provider will authorise Intuit to take payments, you may need to contact your bank directly to confirm this.

If you are still receiving an error message or are unable to update your charge details, clear your cache and cookies.

Cancel your subscription

We ‘re deplorable to see you go. If QuickBooks Online is n’t the right match for you, we want to help you get the right tools for you. Here’s how to cancel your subscription or trial .

source : https://www.peterswar.net
Category : Finance