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How to Upgrade or Downgrade QuickBooks Online Subscription

It is imperative that you learn how to manage the QuickBooks Subscription plan in order to control the number of […]

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It is imperative that you learn how to manage the QuickBooks Subscription plan in order to control the number of features you have access to.

QuickBooks expands along with your business as it evolves. You may increase your subscription when you’re ready for more features. Alternatively, if your current subscription isn’t ideal for you, you can change it to a new one.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Online. Utilize import, export, and delete services of Dancing Numbers software.

The article delves into how you can upgrade or downgrade the QuickBooks Online subscription.

How to Upgrade QuickBooks Online Subscription?

Step 1: Check the Subscription Plans

You have to check the pricing plans that are available to you to check which subscription level is fit for you. You have:

  • Simple Start ($15/month)
  • Essentials ($27.50/month)
  • Plus ($42.50/month)
  • Advanced ($100/month)

Step 2: Upgrading the Subscription

  • You have two options: company or primary admin to sign in to QuickBooks Online
  • Choosing settings, You have to select Account and settings
  • You have to choose the Billing and Subscription tab
  • Ensure the accuracy of your payment information.
  • Choose ‘Upgrade‘ your plan from the QuickBooks Online section.
  • After looking over the different plans, Click Choose plan.
  • To upgrade your plan, Follow the instructions on-screen.

How to Downgrade QuickBooks Online Subscription?

Step 1: Figure Out the Plan You Wish to Choose

You should go through the available plans and decide for yourself which subscription facility is apt for you.

Step 2: Disable Certain Features of the Existing Plan

There may be features you need to deactivate before downgrading. Follow the instructions in the section: if you utilize any of these features.

Stop using Templates for Recurring Transactions

Turning off your recurring transaction templates will allow you to transition to QuickBooks Online Simple Start. The recurring transactions under this plan are not supported:

Step 1: Select Recurring Transactions under Settings.

Step 2: Choose a specific template. Following this, you have to choose the Edit dropdown.

Step 3: To confirm, You have to select Pause and pause one more time.

Get Rid of Additional Users

Based on the plan you downgrade to; you might have to delete users. For this, you have to be familiar with the user limits associated with each plan.

Get Acquainted with Multicurrency

There is no multi-currency functionality support in QuickBooks Online Simple Start. You cannot switch to QuickBooks Simple Start if the multicurrency option is currently activated.

Deactivate Inventory

Make your inventory items inactive if you need to move to QuickBooks Online Simple Start or Essentials. There is no inventory tracking support for these membership tiers. Only QuickBooks Online Plus and Advanced allow you to keep track of the inventory.

1st Step: Record Your Financial Reports

Run a report on all of your goods or services to keep track of the stock levels you currently have:

Step 1: Select Reports under Business overview.

Step 2: Find the report titled “Product/Service List” and open it.

Step 3: Choose Customize.

Step 4: Choose the Filter section.

Step 5: Select All from the Deleted dropdown menu.

Step 6: Choose Run report.

Step 7: Export or print your report.

2nd Step: Disable the Inventory

Your inventory items’ values reset to zero when you downgrade. Your products continue to be tracked in QuickBooks, but you no longer track the number on hand:

Step 1: Choose Products and services under Get paid & pay (Take me there).

Step 2: Choose the Filter option.

Step 3: Select All from the Status dropdown menu.

Step 4: Pick Inventory from the dropdown menu for Type.

Step 5: Choose Apply. This displays every item in your inventory while concealing the non-inventory goods you plan to retain.

Step 6: The Name column checkbox should be selected. This chooses every item in the list of inventory.

Step 7: Choose ‘Make inactive‘ from the dropdown menu after choosing Batch actions.

Step 8: Choose Yes.

You will notice that your inventory items are inactive and they won’t be displayed on the Products and Services list.

Reject Third-party Applications

Do you use any associated third-party applications? In case your new plan no longer permits them, you might need to cancel them.

Step 3: Downgrade the Plan

Step 1: Log in to QuickBooks Online as the company admin or the primary user.

Step 2: Choose Settings, followed by Account and settings.

Step 3: Choose the Billing and Subscription option.

Step 4: Ensure that your payment information is current.

Step 5: Select Downgrade your plan under QuickBooks Online.

Note: A call to us will be requested if you wish to downgrade from QuickBooks Online Advanced so that we may guide you through the process.

Step 6: Select Choose plan after looking through the offered choices.

Step 7: To downgrade your plan, adhere to the on-screen instructions.

How to Switch Back to Previous QuickBooks Online Subscription?

Remind yourself to turn features back on if you wish to return to your previous membership level. Your applications, recurring transaction templates, and inventories won’t activate on their own.

The article highlights how you can upgrade or downgrade the QuickBooks Online Subscription. You get to know how to deactivate certain features of the plan, deactivate inventory or record the financial reports, and more.

In case you are unable to understand the steps to upgrade or downgrade your subscription, you should reach out to experts who will explain each step.

If you have further queries related to the QuickBooks subscription upgrade and downgrade, you can connect with Dancing Numbers experts via LIVE CHAT.

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
+1-347-428-6831 or chat with experts.


Frequently Asked Questions (Faqs)

How to Cancel QuickBooks Online Subscription Directly from Intuit?

Here are the steps to Cancel QuickBooks Online Subscription Directly from Intuit:

Step 1: Instead of a mobile device, use a web browser on your PC.

Step 2: Log in to QuickBooks Online as the main user or the company administrator.

Step 3: Select Account and settings from the Settings menu.

Step 4: Please visit Billing & Subscription.

Step 5: Decide whether to cancel your membership or your online account in the QuickBooks section. Select Cancel your trial if you’re ending a trial.

Step 6: Pay heed to the steps appearing on-screen.

How to Cancel an Apple App Store Subscription (iOS, iPhone, iPad)?

Here are the steps to cancel an Apple App Store Subscription (iOS, iPhone, iPad):

Step 1: On your particular iPhone or iPad, Please open the given Settings app.

Step 2: To access your Apple ID, select your Name.

Step 3: Choose Subscriptions.

Step 4: Choose QuickBooks Online.

Step 5: Choose Cancel.

How to Cancel a Play Store Subscription (Android Tablets and Smartphones)?

Here are the steps to cancel a Play Store Subscription (Android tablets and smartphones):

Step 1: Visit the Play Store app.

Step 2: Choose the Profile icon.

Step 3: Upon selecting Payments & subscriptions, choose Subscriptions.

Step 4: Choose the QuickBooks Online App.

Step 5: Choose Cancel subscription from the window that lets you manage subscriptions.

How Can You Cancel a Suspended Subscription?

If the account is suspended, you have to re-sign up and reactivate it, before you can go on to cancel the subscription. Furthermore, If Intuit observes three unsuccessful attempts to charge the payment method, it will immediately terminate the subscription.

How to Cancel the Subscription in the Free 30-Day Trial?

You can cancel your membership at any point during the 30-day free trial period and continue using QuickBooks until the next billing date. After that, for a year beginning on the day your membership is cancelled, you will only have read-only access to QuickBooks.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Dancing Numbers: Case Study

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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