How to Update Billing, Subscription, and Firm Info in QuickBooks?

Being one of the widely used accounting software, QuickBooks is a mandate for managing the finances of your business. Be […]

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Being one of the widely used accounting software, QuickBooks is a mandate for managing the finances of your business. Be it a small-scale business or a large-scale business, QuickBooks can stand out as a great boon for looking after each minuscule need of your business’s financial needs.

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Speaking of QuickBooks and how it fits perfectly for the accounting needs of your business, the QuickBooks Online Accountant software is the highlight of today’s discussion. You need to very well know the basics of QuickBooks Online Accountant.

This article is intended for you to know all about how to update billing and subscriptions on your QuickBooks Online Accountant account. Also, yes, you would understand in this article how to check your firm’s info on QuickBooks Online Accountant.

The very step before you begin to learn about billing in QuickBooks Online is having a valid subscription on the software.

Once you have subscribed to the QuickBooks Online Accountant and have an active account here ‘show you can proceed next.

Update Billing and Subscription on QuickBooks Online Accountant

  • The very step for updating billing and subscription on your QuickBooks Online Accountant is going to the gear-shaped icon representing Settings.
  • Choose Subscriptions and billing.
  • Tap on the Billing details tab.
  • For updating your payment information, press on Edit billing information.
  • Once you have clicked on the Edit billing information tab, it will open the Wallet List. From the Wallet List, you would be able to edit the payment method which you would use QuickBooks Online billing.
    • You can edit information such as expiration date, account holder name, billing address, etc.
  • If you wish to use QuickBooks Online billing, consider adding a new payment.
  • For the next step, you would need to switch QuickBooks Online billing to the stored payment method that you have previously saved. Once you have saved the change, the payment method will be shown on the Billing Details Tab.

In case, you possess more than one Intuit subscription, then you can make use of the Intuit Payment Wallet for the addition and retrieval of all the payment methods that you have set for all your subscriptions.

Now if you wish to check your firm’s info or manage it on your QuickBooks Online Accountant account, the following section will help you for the same.

Checking Your Firm’s info on Your QuickBooks Online Accountant Account

  • To begin with, checking your firm’s info or managing it on your QuickBooks Online Accountant account, choose the Intuit Account icon. You find the Intuit Account icon on the top right of your QuickBooks Online Accountant account.
  • Tap on Manage your Intuit Account.
  • Start making your required changes under the Sign-in & Security section. Tap on Save.
  • If you want to modify your personal information, you can navigate to the Personal info section and make the changes. Tap on Save.
  • For letting the software, QuickBooks, know how to proceed with communicating with you, go to the Data & Privacy section and choose SMS Communications or Phone Communications.

Thus, it might be quite smooth for you to absorb now on updating billing, subscription, or checking your firm’s info on your QuickBooks Online Accountant account. This article has laid out all the steps above for you to manage your QuickBooks Online Accountant account in a very hassle-free manner.

Update Billing and Subscription Info in QuickBooks Self-Employed

Your billing information can also be updated at any time. You can update your subscription while using QuickBooks Self-Employed if you purchased it straight from QuickBooks.

Your account can be put on hold if we are unable to charge the payment method we have on file for your subscription. Your credit card may be invalid or expired. No issue. To change your billing information the following time you check in to QuickBooks Self-Employed. You will then be prepared to leave.

Update Billing Subscription Info

  • First, you have to log into QuickBooks Self-Service worked within a web browser. Use the mobile app instead.
  • Then you have to click the Your Profile icon for Billing info
  • Select Edit in the Payment Information section.
  • You can in the Wallet list:
    • Change the method of payment for QuickBooks Online billing (expiration date, billing address, and account holder name)
    • Create a fresh payment for QuickBooks Online billing.
    • Then switch the billing for QuickBooks Online to a previously saved payment method
  • The payment method will be shown in the Payment information section once you have saved your changes.

Note: Use the Intuit Payment Wallet to add and retrieve payment methods for all of your Intuit subscriptions if you have multiple subscriptions.

Update Billing, Payment, and Subscription Info in QuickBooks Online

You must update your personal or business information in QuickBooks if it changes to ensure that everything is accurate. Here’s how to control subscription, payment, and billing information straight from QuickBooks Online.

Update Billing, Payment, and Subscription Info

Depending on how you signed up for QuickBooks Online, follow the instructions. If you downloaded the app through a mobile app store, proceed as directed there.

If you subscribed directly online with QuickBooks Online

  • First, you have to log in as a company admin or the primary user.
  • In the upper right corner, you have to choose Settings, followed by Account and settings.
  • The Billing & Subscription tab should be chosen.
  • Next to your payment method, you have to click Edit.
  • Then you have to update your credit card info
  • Check the mailing address on your debit or credit card. It ought to match the one on your card statements.
  • After finishing you have to select Confirm card or Save.

View Your Payment History

  • Log in as a company admin or the primary user.
  • In the upper right corner, you have to choose Settings, followed by Account and settings.
  • The Billing & Subscription tab should be chosen.
  • Select View payment history from the QuickBooks Online tile.

The previous six months’ bills are displayed in your billing history. With QuickBooks Online, you can pay for Essentials, Simple Start, and Plus on a monthly or annual basis.

If you have a QuickBooks Online subscription:

  • Begin by signing in to QuickBooks Online as the primary administrator.
  • Then you have to go to Settings, followed by Account and Settings.
  • Choose Billing & Subscription after that.
  • Decide whether to switch to monthly billing or annual billing.
  • Now you have to select Switch and then click on Done.

If QuickBooks Online Plan Is On Free Trial:

  • Start by Open QuickBooks Online and logging in.
  • Now you have to choose to Subscribe Now.
  • Fill out all the necessary information.
  • Then you have to select either annual billing or monthly billing from the subscription summary.
  • At last, you have to click on Subscribe, then click on OK.

Upgrade or Downgrade Your Subscription

Follow the below steps to upgrade or downgrade your subscription.

Switch to Annual Billing

If you have taken the subscription of QuickBooks Online Plan

  • First, you have to go to Settings and then you have to click on Account and Settings.
  • Then you have to select the Billing and Subscription option.
  • Now you have to click on Switch to monthly billing or Switch to annual billing.
  • At last, you have to select Switch and after completing you have to select Done.

If QuickBooks Online plan is on a Free Trial

  • Firstly, you have to sign in to QuickBooks Online.
  • Then you have to select Subscribe Now.
  • Complete all the details that are required.
  • Now you have to select Annual Billing or Monthly Billing in your subscription summary.
  • At last, you have to select Subscribe and then click on OK.

See More: How to Cancel QuickBooks Desktop Subscription

Errors you Might Face While Updating Billing, Payment, and Subscription Info

To make sure things run smoothly but sometimes there are small technical issues that might occur. When you update billing details there are some error messages that you might see below-

  • There’s something off about this.
  • It appears that there was an issue on our end. Select Save once more.
  • Error -81624.
  • Billing error for subscriptions. For example, when unable to complete your payment. Ensure that your billing information is up to date.
  • There is no Save button.
  • Empty page or screen (unable to enter billing details).

We can fix this, which is fantastic news. When updating your payment details, it’s important to check that:

  • Your billing address is the same as the com address listed in your QuickBooks settings.
  • Your billing address no longer contains any special characters (like./:*’-“).
  • All of your billing and subscription fields have accurate and current data in them. You have to avoid using auto-fill.
  • You have a valid credit or debit card in use.
  • Intuit will have permission from your bank to accept payments; you might need to check with your bank directly to make sure.

Clear your cache and cookies if you are still getting error messages or having trouble updating your billing details.

The entire software is pretty easy to navigate and manage and coming to updating billing, subscription, or checking your firm’s info on your QuickBooks Online Accountant account would not be a brain-hammer!

However, if you still feel this article did not help you enough to have a transparent understanding of the topic, you can get in touch with QuickBooks Experts.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-800-596-0806 or chat with experts.


Frequently Asked Questions (Faqs)

How can I have a Subscription to the QuickBooks Online Accountant?

If you wish to purchase the subscription to the QuickBooks Online Accountant, you must have a debit/credit card. The list of accepted cards for purchasing the subscription to QuickBooks Online Accountant is:

checked Visa
checked MasterCard
checked American Express
checked Discover

Make sure that the card you are using for the purchase must belong to a US-based billing address. The US territories are excluded from the cards you would use for the subscription purchase.

If you wish to have your QuickBooks Online Accountant account active, opt for monthly subscriptions. Advisably, you can go for purchasing the annual subscription on which you save 10%.

How can I View my Subscription info on the QuickBooks Online Accountant Account once I have Purchased the Subscription?

If you wish to see your subscription info on your QuickBooks Online Accountant account once you have purchased the subscription, you need to:

checked Sign in to QuickBooks Online but make sure to log in as a primary admin only.
checked Go to Settings and tap on Account and Settings.
checked Choose Billing & Subscription.
checked Check the information in each section.

Can I Check my Payment History in the QuickBooks Online Accountant account?

Yes, you can check your payment history in the QuickBooks Online Accountant account. To do this

checked Click on the QuickBooks Online tile
checked Choose View Payment History

The billing history will be shown to you which will include your last 6 months’ bills.

What are the Advantages of Choosing Annual Billing?

In comparison to monthly billing, you will receive a 10% discount!

How to Switch to Annual Billing from Monthly Billing?

Yes, You can switch to annual billing from monthly billing. A 10% discount in comparison to monthly paying will be given to you along with an email informing you of the change.

Will I Automatically be Billed When the Annual Plan Expires?

Yes, you will automatically get charged at renewal time and retain the 10% discount.

Can I Set up my QuickBooks Account to be Billed Annually?

Annual billing is not yet an option available when creating an account. When you sign up, you must initially switch to monthly billing before switching to annual billing.

I Receive Annual Billing, am I able to Upgrade or Downgrade?

Yes, and the new full quoted price will be applied to your fees. Your billing date will remain the same.

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