Do you want to change my billing information in QuickBooks? Then read the solution for it. QuickBooks Desktop software is accounting software long ago by mid-sized companies and is well respected by bookkeepers and accountants of all types. Because of the features and functions it provides, the software has always been at the top of the accounting software industry. The software also allows you to take different actions that help you perform and execute better in managing the accounting. These kinds of features make the software very unique in its category.
QuickBooks Desktop software also comes along in multiple versions specially designed according to the taste and preferences of different kinds of businesses. The software comes along with three prior versions that are given below:
- QuickBooks Pro
- QuickBooks Premier
- QuickBooks Enterprise
These are mainly three versions, but they also come along with QuickBooks For Mac and QuickBooks Online. It is a given that these different versions come along with additional subscriptions, and managing this subscription or billing information in some other accounting software can be a little tricky.
Still, in QuickBooks, it is very easy to know how you can change billing information in QuickBooks.
In this blog, we will address the same and some of the significant factors and impacts related to the same, so please read the whole blog very carefully.
Why QuickBooks billing information is showing wrong
There can be many reasons behind the billing information which is showing wrong, and the reasons are given below:
- Wrong credit card info: Wrong credit card info can be one of the reasons behind the billing information showing wrong, so please make sure that you have put all the correct card details. There can also be the card maxed out situation where you have accidentally maxed out your credit card, and then there’s no limit left, and you miss a monthly payment.
- The payment method is not set: Wrong payment method can be one of the reasons behind the payment method not being correctly positioned in the QuickBooks subscription. That can also be one of the reasons behind the billing information showing the issue.
- Customer’s or donor’s account entered wrong: Wrong account entered can be one of the reasons behind the billing info showing the wrong issue. So please make sure that the login credentials or the card details that you have entered are right.
- Using old firm info: Using old firm info can be one of the reasons behind the billing information is showing wrong.
How to change billing address in quickbooks online
If you want to buy a subscription, you need to have a credit or debit card to buy the subscription. Visa, MasterCard, Amex and Discover are accepted. The only thing you need to take care of is that it should have a US address.
Territories of the US are not included. Like any other software, your credit or debit card will be set up on a billing cycle to activate your account. You can also pay annually and also save yourself a whopping 10% of the whole amount.
Now that you know how you can pay for an individual subscription to any version of QuickBooks Desktop software available in the market. You must know that change billing information in quickbooks info which is given in our next segment.
View your subscription info
To view the subscription info of your QuickBooks Desktop software, you need to follow the steps that are given below:
- You need to sign in to the QuickBooks online as the admin.
- After that, tap on the Settings option and then tap on Account and then on settings.
- Tap on the Billing and Subscription option.
- Now you can review the info that is given in each section.
These are the steps that will help you view your subscription info, and now that you know how you can see the subscription info in the QuickBooks Desktop software. You must read about how you can update or change billing names in quickbooks detailed in our next segment.
Update or change your Payment Method
To update or change billing on quickbooks, you need to follow the steps that are given below simply:
- You need to sign in to the QuickBooks online as the admin.
- After that, tap on the Settings option and then tap on Account and then on settings.
- Tap on the Billing and Subscription option.
- Then you need to tap on the Edit option, which is next to the payment method.
- After that, you need to open the wallet list and edit the payment method from this option. Not only that, but you can also add a new payment method for QuickBooks. You can also transfer the billing cycle to one of the previously stored payment methods.
- After doing the changes, that method will become your payment method for the subscription.
If you have a combo subscription that includes the payroll, it will also update the payment method for your overall subscription. If you have more than one subscription related to Intuit, you must use the Intuit Wallet to add the money and then pay for all your subscriptions related to QuickBooks Desktop software.
These are the steps that will help you update or change the payment method, and now that you know this, you must learn how to change payment information in quickbooks online, which is detailed in our next segment, so please give it a good read.
Change your billing schedule
Update payment information for quickbooks online schedule to an annual billing cycle is possible, but you are on the wrong page if you think you can change the billing status quickbooks cycle date. Like already mentioned, you could save up to 10% if you go for the annual plan. You can opt for a yearly subscription if you are going for a payroll subscription. To change your subscription from a monthly to an annual basis, you need to follow the steps that are given below:
- You need to sign in to the QuickBooks online as the admin.
- After that, tap on the Settings option and then tap on Account and then on settings.
- Tap on the Billing and Subscription option.
- Then you need to select either Switch to monthly billing option or Switch to annual billing option.
These are the steps that will help you change your billing schedule, and you will be able to save 10% extra on the total payment. Now that you know how to change the billing schedule, you must read the next segment, which will help you downgrade in purchasing any versions.
Downgrade your subscription
To downgrade your subscription, you must follow the steps that are given below:
- You need to sign in to the QuickBooks online as the admin.
- After that, tap on the Settings option and then tap on Account and then on settings.
- Tap on the Billing and Subscription option.
- Please ensure that your payment info is correctly updated.
- Now you can tap on to downgrade your plan option.
- Choose a new plan according to your business and then follow the prompts to change your plan.
These are the steps that will help you to downgrade your subscription, and now that you know how you can do that, you must learn how to update payment information for quickbooks online from your account, which is what is our next segment is all about.
Transfer billing from your accountant
You can always transfer the billing of your QuickBooks from your accountant to yourself, and to do that, you only need to re-subscribe to your plan and enter the credit card information to pay for your subscription. To do that, you only need to follow the steps that are given below:
- You need to sign in to the QuickBooks online as the admin.
- After that, tap on the Settings option and then tap on Account and then on settings.
- Tap on the Billing and Subscription option.
- Then you can opt for the Transfer Billing to Myself option.
- Now you need to confirm and tap into your current plan.
- Lastly, you must enter the credit card info to pay for the subscription that you opted for.
These are the steps that will help you to change my billing information in QuickBooks from your accountant to you. Now that you know this, you must learn more about the troubleshooting process of the same, and to do that, and you just need to read the next section.
Troubleshoot
As per QuickBooks, they will always want their users to be able to use the software as smoothly as they could, but because it is one accounting software that is prone to different errors and issues, the misconception that you might face in this case is as follows:
- Something’s not quite right.
- It looks like there was a problem on our end. Select Save again.
- Blank page/screen (unable to enter billing details).
- Subscription-error billing.
Please note that all these mentioned above errors can be easily fixed using some of the tools and manual fixes. You just need to take care of the things that are as follows:
- Please make sure that all the fields are in the Billing and Subscription section.
- Please make sure that you verify the credit card details.
- Also, you must confirm the address for the credit card, and the address mentioned in the QuickBooks settings by you are matching.
Taking care of these three things will help you to fix any of the errors mentioned above. Please note that QuickBooks only accepts Visa, Mastercard, and Amex. If you are facing any issue related to the same, clearing your browser’s cache and cookies is highly recommended.
Conclusion
In conclusion, QuickBooks desktop software is accounting software that different bookkeepers and accountants have widely regarded. The software is full of features and functions. You can also make multiple changes according to your needs in QuickBooks Desktop software. In this particular blog, you will get to know more about the changes that you can make in the billing information in QuickBooks. I hope that this blog proves to be helpful and was worth your time.