Skip to main content
September 14, 2024
Question

Change billing plan

  • September 14, 2024
  • 1 reply
  • 0 views
How do I change my QB from annual to monthly billing?

1 reply

September 14, 2024

It's good to have you here in the Community space, Chakralight. Let me share some information about the billing options in QuickBooks Online (QBO).

 

In QBO, we can switch billing schedules from annual to monthly or vice versa. Before updating your payment schedule, here are a couple of things you should know:

 

  • When renewing a canceled or terminated annual subscription as a monthly subscription, you should renew it as an annual one before switching to monthly.
  • You'll get a refund for any unused portion of your old annual plan that can't roll over as credit on your new plan.
  • If you switch from annual to monthly billing, you may have to wait until 30 days before your next payment.

 

When you're ready, you can follow the steps below to switch to the desired subscription billing schedule:

 

  1. Sign in to QuickBooks Online as a primary admin.
  2. Go to the Gear icon, then select Subscriptions and Billing.
  3. Select Switch to monthly billing.
  4. Click Switch, then Done.

 

In addition, here's a helpful article detailing your QBO subscription: Manage your billing, payment, and subscription info.

 

Finally, you might consider using more accounting features and advanced settings to manage your business. Refer to this resource about upgrading your plan to avail of additional features: Upgrade or downgrade your QuickBooks Online edition.

 

We will always be here if you have other concerns about managing your subscriptions or other inquiries in QBO. Have a great rest of your day!