Billing and Subscription Settings in QuickBooks Online – Instructions

How to Change the Subscriptions and Billing Settings in QuickBooks Online: Video

            This video lesson, titled “How to Customize Subscriptions and Billing Settings in QuickBooks Online,” shows you how to change the billing and subscription settings for a company file in QuickBooks Online. This video lesson is from our complete QuickBooks Online tutorial, titled “Mastering QuickBooks Online Made Easy.”

How to Change the Billing and Subscription Settings in QuickBooks Online: Instructions

            To customize your company’s billing and subscription settings in QuickBooks Online, click the “Settings” button. Then click the “Subscriptions and billing” link under the “Profile” heading in the menu to open the “Subscriptions and Billing” window.

            Your “Company ID” and “Payment Method” appears at the top of the window. To change your billing information, click the pencil icon to the right of the current billing info to open an “Edit payment” pane at the right side of the window. Here, enter your new billing information and click the “Save and use” button to update it and set it as the new payment method.

            Below that are subscription widgets. Current subscriptions are in color and inactive subscriptions are in black and white. You can click the widget links to manage the related plans or learn more about them. There are widgets for QuickBooks Online and its related services. Active subscription widgets contain links you can click to open a web page and change or view its related settings. These links include “Upgrade your plan,” “Downgrade your plan,” “View payment history,” and “Cancel subscription.” You can then close these pages.

A picture showing the billing and subscription settings in QuickBooks Online.