Manage billing, payment, and subscription info in QuickBooks Online (2024)

Expert only content

Your customers can view subscription pricing details and charges, update credit cards, change billing information, cancel their subscription, or change plans in their Account and settings page.

Add services to your customer's account

Search for and open your customer's account in Salesforce.
Open your case.
Select Billing, then Subscription Updates.
On the QuickBooks Online asset card, select Add Products.
Select the product offerings your customer wants from the list of options. Once they're added to the cart, select Next.
Review the page with your customer, including the pricing. You may add a payment method, if needed. Select Resume Subscription to add the new services.

Transfer Billing from the Apple App store or Google Play store

Transfer your customer’s billing from the Apple App store or Google Play store to Obill. Here’s how.

Note: Make sure the subscription is active before proceeding to transfer billing.

Search for your customer’s account in Salesforce.
Open your case.
Select Billing, then select Transfer Billing.

Note: The current billing will show as IOS_APP for Apple and ANDROID_APP for Google. These are the only third party apps we can transfer billing from.

Select a product from the list. The product must be an upgrade from their current subscription Select Next.
Accomplish everything under REQUIRED Agent Next Steps
Put a checkmark on the “I have read the consent script to the customer and they have given their consent” statement.
Select Transfer Now.

Learn about your subscription

You need a credit or debit card for QuickBooks Online subscriptions. Accepted cards include Visa, MasterCard, American Express, and Discover. You can also set up Direct Debit. The card must have a US-based billing address. US territories are excluded. Customers can only use one card at a time - our system does not support payment split between more than one card. PayPal and Automated Clearing House (ACH) bank transfers are also acceptable forms of payment.

To keep your account active, your card will be set up on a billing cycle. You'll have the option to pay monthly, or you can save 10% with annual billing.

If your account becomes inactive and you want to resubscribe, you have to use the same payment method and billing frequency you had on your previous subscription. You can switch to a different payment method and billing frequency after resubscribing.

Note: You can't sign up for an annual subscription initially. You can first sign up for a monthly subscription and complete the 30-day billing cycle before you switch to annual billing.

View your subscription info

Sign in to QuickBooks Online as a primary admin.
SelectSettings⚙️, thenSubscriptions and billing.
Review the information in each section.
- To view payment history: In the QuickBooks Online tile, select View payment history. Your billing history shows the last 6 months’ bills.

Update or change your payment method

Sign in to QuickBooks Online as a primary admin.
Select Settings ⚙, thenSubscriptions and billing.
Next to your payment method, select Edit ✎.
This will launch the Wallet list. From this view you can:
- Edit the payment method used for QuickBooks Online billing (expiration date, billing address, account holder name)
- Add a new payment to be used for QuickBooks Online billing
- Switch QuickBooks Online billing to previously stored payment method
After saving your change, the payment method will be displayed on the Subscriptions and billing page.

Note: If you have QuickBooks Online bundled with Payroll, this also updates the credit card info for your payroll subscription. If you have more than one Intuit subscription, use Intuit Payment Wallet to add and retrieve payment methods for all your subscriptions.

Update your payment information with Apple Billing

On your iPhone or iPad

Go to Settings, select your name, then select Payment & Shipping.You might be asked to sign in with your Apple ID.
Select Add Payment Information.Enter your new payment info to reflect your current financial institution.
Select Done.

Remove the old payment info

Select Edit.
Select the red delete next to your previous payment method.
Then select Remove.

On your Mac or PC

Open the App Store and select your name or Sign In.
Select Account Settings.
Next to Payment Information, select Manage Payments.
Select Add Payment, then enter the new payment method.
Select Done.

Remove the old payment info

Select Edit next to the old payment method, then select Remove Payment Method.

Automatically updated payment information

If you see iTunes charges on a new credit card, your card issuer might have automatically updated your information for you. Card issuers update payment information to prevent services with recurring payments, like Apple Music subscriptions, from pausing when a new credit card is issued. Sometimes card issuers might allow recurring charges to continue to go through on an expired credit card.

If you have any concerns about this process, contact your card issuer or financial institution.

Change your billing schedule

Before you update your payment schedule, here are a couple of things you should know:

You can save 10% on annual billing.
When switching to a different billing schedule, you'll get a credit on your new plan based on the unused portion of your old plan.
When switching from annual to monthly billing:
- You may have to wait until there are 30 days before your next payment.
- You will get a refund for any unused portion of your old annual plan that we can't roll over as credit on your new plan.
- If you want to renew a canceled or terminated annual subscription as a monthly subscription, you must first renew as annual, then switch to monthly billing.
If you have a payroll subscription, you can switch to annual billing for the payroll base fee. You'll still be billed a monthly fee for each active employee and additional states you run payroll for.

If you are subscribed to a QuickBooks Online plan:

Sign in to QuickBooks Online as a primary admin.
Go to Settings ⚙ and select Subscriptions and billing.
Select Switch to monthly billing or Switch to annual billing.
Select Switch, then select Done.

If your QuickBooks Online plan is on a free trial:

Sign in to your QuickBooks Online account.
Select Subscribe.
Complete all the details required.
In the Subscription summary, select Annual Billing or Monthly Billing.
Select Subscribe, then Done.

Upgrade or downgrade your subscription

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

Transfer billing from your accountant

You can choose to transfer management of your QuickBooks Online subscription from your accountant to yourself. You’ll need to resubscribe to your plan and enter your credit card information to pay for your subscription.You will be charged current retail prices for the subscription. Your accountant will be notified of this change.

Sign in to QuickBooks Online as a primary admin.
Select Settings ⚙, thenSubscriptions and billing.
Select Transfer Billing to Myself.
Confirm and select your current plan.
Enter your payment information to pay for your subscription.

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.

The good news is we can fix this. When you update subscription and billing details:

All subscription and billing fields are completed.
Verify credit card details.
Confirm that the address for the credit card matches the address in your QuickBooks settings. The addresses must match.

Note: QuickBooks only accepts the following debit and credit cards: Visa, MasterCard, American Express, and Discover.

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

Cancel your subscription

We're sorry to see you go. If QuickBooks Online isn't the right fit, we want to help you get the right tools for you. Here's how to cancel your subscription or trial.