Often we are asked if we can make changes to a customer's QuickBooks Online subscription.  We want you to know that you have the ability to make many of these changes on your own.  We give you the power to view your subscription pricing details, update your credit card, make changes to your billing information, or even cancel your subscription if you find it necessary. 

Your Account (or Account and Settings depending on what you see) page is the place to locate all the information about your QuickBooks Online account. You can find: 

  • Version you are currently subscribed to
  • Subscription Status
  • Payment Method
  • Billing Frequency
  • Company ID
  • Next Payment Date and Amount 
  • Company and Personal Contact info
  • Upgrade info

To Make Changes to Your Subscription:

  1. Click the Gear Icon
  2. Select Your Account or Account and Settings (depending on what you see)
  3. Use the menu on the left to view/edit
    • Billing Info
    • Payment History
    • Company info
    • Personal info
    • Upgrade or Add Services

To see your Billing Charges or Subscription Changes:

  1. Choose Gear Icon
  2. Select Your Account or Account and Settings (depending on what you see) 
  3. Choose Payment History or Billing & Subscription (depending on what you see) on the left menu 
  4. Filter by Event or Date Range if necessary.
Note: If you do not see the Your Account or Account and Settings option, the company may be tied to Consolidate Billing (Accountant Wholesale) or you may not have the proper access rights. Please contact your company's Master Administrator to get your user access rights changed.

To access a printable subscription statement see Print a Receipt for Quickbooks Online subscription

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