Readers looking to cancel their QuickBooks subscription would likely agree that the process can be confusing and frustrating.
This comprehensive guide promises to walk through every step of cancelling QuickBooks Desktop, Online, or Accountant subscriptions clearly and efficiently.
You'll understand QuickBooks cancellation policies, back up your data beforehand, access your account settings to cancel, confirm cancellation status, and handle any post-cancellation considerations to smoothly transition after cancelling your subscription.
Introduction to Cancelling Your QuickBooks Subscription
Cancelling your QuickBooks subscription can seem daunting, but following a few key steps makes the process straightforward. This guide will walk you through considerations before cancelling, the cancellation process itself, and tips for transitioning off of QuickBooks smoothly.
Understanding Your QuickBooks Subscription Options
QuickBooks offers both desktop and online subscription options, each with their own cancellation process:
- QuickBooks Desktop requires calling their cancellation line or logging into your account via the Intuit Account Manager portal.
- QuickBooks Online account cancellation must be completed by phone or through the Intuit online account portal.
Before cancelling, check your account details to confirm your subscription type.
Reasons for Cancelling QuickBooks
Common reasons for cancelling QuickBooks include:
- Switching to accounting software better suited to your business needs and growth.
- Seeking a more cost-effective solution due to budget constraints.
- Encountering recurring performance/access issues.
- Retiring from business operations.
Whatever the reason, proper planning helps ensure key financial data remains intact post-cancellation.
How do I cancel my subscription to QuickBooks?
To cancel your QuickBooks subscription, follow these steps:
- Sign into your QuickBooks account through the QuickBooks website. Click on the "Gear" icon in the top right corner and select "Billing Info".
- On the Billing Info page, scroll down and click on the "Cancel Subscription" button.
- A pop-up will appear asking you to confirm the cancellation. Click "Yes, Cancel" to proceed.
- QuickBooks will then cancel your subscription at the end of your current billing cycle. You will continue to have access until the billing cycle completion date.
If you have any issues cancelling your subscription, you can contact QuickBooks Support directly through their website or by phone.
When cancelling, remember to export any important data from QuickBooks that you want to retain access to. Once the subscription is cancelled, you will no longer be able to access the QuickBooks file.
How to cancel subscription?
To cancel an unused prepaid QuickBooks subscription plan:
- Log in to your QuickBooks Online account and navigate to the Settings page.
- Under 'Your billing details' section, click 'Cancel Subscription' next to your current subscription plan details.
- On the cancellation confirmation page, select a reason for cancellation from the dropdown menu and click 'Continue to Cancel'.
- Follow any additional instructions to finish cancelling your unused prepaid QuickBooks subscription.
- Consider alternatives like QuickBooks Online Simple Start or QuickBooks Self-Employed if you still need accounting software but want to reduce costs. Reach out to QuickBooks support for guidance on the best solution for your business needs.
What is the cancellation policy for QuickBooks?
QuickBooks offers flexible cancellation policies depending on the type of subscription you have.
For QuickBooks Desktop subscriptions, you have a 60-day money back guarantee from the date you signed up. This means you can receive a full refund if you cancel your subscription within the first 60 days. To request a cancellation and refund, you will need to contact Intuit directly through their Account Manager or by phone.
For QuickBooks Online subscriptions, you can cancel at any time. However, you will continue having access to QuickBooks Online for the remainder of the billing period you have already paid for. So if you cancel halfway through your monthly or annual billing cycle, your subscription will remain active until the end of that period.
When cancelling, Intuit recommends exporting all of your data from QuickBooks and saving any copies of invoices or other financial records you want to retain. Once your subscription is cancelled, you will lose access to that QuickBooks company data.
The key things to know are:
- Desktop has 60-day money back guarantee
- Online subscriptions can be cancelled anytime
- Export company data before cancellation
- Contact Intuit Account Manager or call to cancel
So in summary, QuickBooks offers flexible cancellation policies to meet the needs of various customers. Just be sure to export your data before cancelling so you have records of your financial information.
What happens to my accounts if I cancel QuickBooks?
If you cancel your QuickBooks Online subscription, your data will remain accessible in read-only mode for 1 year from the cancellation date. This allows you time to extract reports or other information you may need from your data before it is removed from Intuit's servers.
During this 1 year read-only period, you will not be able to enter new transactions, reconcile accounts, send invoices, or make any edits to your books. Your account will effectively be frozen as it was on the cancellation date.
If you cancel your QuickBooks Online subscription during a free trial period or if a trial expires, the same 1 year read-only access applies from the cancellation/expiration date.
So in summary:
- Cancelling QuickBooks Online gives you 1 year read-only access to your data before removal
- No new edits, transactions, reconciliations etc. can happen during the read-only period
- Download or export any final reports, transaction data etc. that you need before 1 year post-cancellation
- Applies equally for mid-subscription cancellations or free trial cancellations/expirations
Planning what to do with your data before cancelling is wise. Work with an accounting professional if you need help properly closing your books or migrating data.
What to Do Before Cancelling QuickBooks
Backing Up Your Data
It is crucial to download and back up your QuickBooks data before cancelling your subscription. This ensures you have a copy of all your financial information that can be accessed if needed after cancellation. Consider saving copies of transactions, balances, reports, and other data outside of QuickBooks.
Using Intuit Account Manager to Review Subscription Details
Log into your Intuit Account Manager to view your current QuickBooks subscription plan, billing details, renewal date, and more. This will show you exactly what subscription you have and when it will renew, so you know what to expect when cancelling.
Assessing the Impact of Cancellation
Determine how cancelling QuickBooks will impact your business finances and operations. You may lose access to certain features and historical data after cancellation. Make sure you have backups and understand how it will affect your accounting. There also may be early termination fees, so review your agreement.
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How to Cancel QuickBooks Desktop Subscription
Accessing Your QuickBooks Desktop Account
Log in to your QuickBooks Desktop account through the program on your computer. From the top menu, click on "Help" and select "Manage My License". This will open the License Manager where you can view your current subscription details.
If you do not have the program open, you can open QuickBooks on your computer and click on "Help" > "Manage My License" from the top menu bar.
Contacting Support: QuickBooks Cancellation Phone Number
To cancel your QuickBooks Desktop subscription, you will need to contact Intuit's support line at 1-800-446-8848. When speaking to a representative, clearly state you would like to cancel your subscription.
Here are some tips for cancellation:
- Have your account information ready including subscription/license details
- Note the cancellation confirmation number
- Request a cancellation email for record keeping
Remain polite but firm regarding your cancellation request.
Verifying Cancellation and Retaining Evidence
Once you have contacted support and cancelled your subscription, verify the cancellation by checking your account details. You should see your subscription status switched to "cancelled".
Retain any cancellation confirmation emails or numbers Intuit provides. This will allow you to reference the cancellation later if needed.
Following up via email can also help ensure there are no issues with finalizing cancellation procedures.
How to Cancel QuickBooks Online Subscription
Navigating QuickBooks Online Settings
To cancel your QuickBooks Online subscription, first log into your QuickBooks Online account and click on the gear icon in the top right corner to access your account settings. From there, scroll down to the "Manage billing" section and click on "Cancel subscription".
This will take you to the cancellation page where you can review your current plan details. Make sure your name, email, phone number, and billing details are listed correctly. This will help ensure the cancellation process goes smoothly.
Understanding Cancellation Policies
Before finalizing cancellation, carefully review the terms and conditions shown on the page. Take note of any early termination fees that may apply if you are cancelling before your subscription term ends. You will also see the final bill amount and date which helps plan appropriately.
QuickBooks Online requires you to cancel at least 24 hours before your next billing date to avoid being charged another monthly or annual fee. So be mindful of the timing when going through the cancellation steps.
Finalizing Your Cancellation Decision
Once you have confirmed the cancellation policies and that you wish to proceed, click the "Continue to cancel" button.
On the next page, select a reason for cancelling from the dropdown menu that best explains why you are leaving. This provides helpful feedback to QuickBooks.
Finally, click "Cancel subscription" to complete the process. You should receive a confirmation email shortly summarizing your cancellation details including the date your subscription will officially end.
At this point, your subscription is cancelled and will not renew at the end of the current billing term. You can continue accessing the software until then. Make sure any important data is backed up from your company file prior to the final access date.
How to Cancel QuickBooks Online Accountant Subscription
Starting the Cancellation Process
To start the process of canceling your QuickBooks Online Accountant subscription, first log into your Intuit or QuickBooks account. From there, you can navigate to the "My Account" section to view your current subscription details.
Locate the "Cancel Subscription" option, which should be clearly visible on this page. Click this button to begin walking through the cancellation process.
QuickBooks will likely ask you to confirm and provide a reason for cancellation. Select the option that best reflects why you are choosing to cancel your Accountant subscription.
Confirming Cancellation with QuickBooks Support
After initiating the cancellation from your account, it is recommended you contact QuickBooks support to confirm the cancellation will be processed correctly.
As QuickBooks Online Accountant has specialized features tailored for accounting professionals, the standard cancellation process may not fully cancel your subscription.
Contact Intuit support using their phone number or online chat feature. Specify you are looking to cancel your QuickBooks Online Accountant subscription completely. Ask the support representative to verify the cancellation will fully close your Accountant profile.
Following up with QuickBooks will help ensure your Accountant subscription is properly deactivated in their system, avoiding any continuation of billing.
Troubleshooting: When QuickBooks Won't Let Me Cancel Subscription
Unfortunately, sometimes users run into issues trying to cancel their QuickBooks subscription. Here are some common problems and potential solutions to try:
Identifying Common Cancellation Issues
Some common reasons QuickBooks may not allow you to cancel your subscription:
- You are not logged into the correct Intuit or QuickBooks account associated with the subscription. Double check you are signed into the proper account.
- There are still active users on the subscription. Make sure to remove any secondary users before attempting to cancel.
- You have an outstanding balance on your account. Pay off any remaining fees before proceeding with cancellation.
- The subscription auto-renewed. Check if you missed the cancellation deadline and it already renewed.
- Technical issues or bugs are preventing cancellation. Try again later or contact support.
Contacting QuickBooks Support for Assistance
If you still cannot cancel your subscription after troubleshooting, reach out to QuickBooks support:
- Call the QuickBooks cancellation line at 1-800-446-8848. Explain your cancellation issues.
- Initiate a chat with a support agent on the QuickBooks website. They can further assist.
- Email QuickBooks Customer Service at quickbooks@intuit.com detailing your problem.
The support team can help identify why it will not allow you to cancel, then take the appropriate steps to cancel the subscription properly on your behalf.
Post-Cancellation Steps and Considerations
Securing ongoing access to your financial records and appropriately handling any outstanding payments are important considerations once your QuickBooks subscription is successfully cancelled.
Securing Post-Cancellation Access to Data
Once your subscription ends, you will no longer be able to access your QuickBooks company file online. Be sure to back up your data to ensure continued access. You have a few options:
- Download a backup of your company file locally to your computer or an external hard drive
- Export key reports like profit and loss, balance sheets, accounts receivable and payable, etc.
- Consider switching to desktop QuickBooks software and transferring your company file so you maintain access
By taking proactive steps to back up and export your data before cancellation takes effect, you can ensure you still have the records you need for taxes, accounting, and managing your business finances.
Handling Billing and Payment Adjustments
Depending on when in your billing cycle you cancel, you may be due a refund or still owe your final invoice.
- Log into your Intuit Billing Account to view any outstanding balance or credit
- If money is still owed, you will need to pay the balance even after cancellation
- If you have a credit on your account, request a refund from Intuit
Be sure billing and payments are settled appropriately before closing your Intuit account. This will prevent any issues with collections or lost refunds once the account is terminated.
Taking these simple end-of-life subscription steps will enable a smooth transition for managing your business finances after cancelling QuickBooks.
Conclusion: Summary of Cancelling QuickBooks Subscriptions
Recap of Steps for QuickBooks Desktop and Online Cancellations
To recap, here are the key steps to cancel your QuickBooks Desktop or Online subscription:
For QuickBooks Desktop:
- Log in to your Intuit Account Manager and navigate to your QuickBooks Desktop subscription
- Click "Cancel auto renewal" and confirm the cancellation
- You can continue using QuickBooks until the end of your current billing cycle
For QuickBooks Online:
- Log in to your QuickBooks Online account and go to Settings
- Under Billing Details, click "Cancel service" and confirm
- Your subscription will cancel at the end of the current billing period
So in summary, you can easily cancel auto renewal for Desktop or fully cancel your Online subscription directly through Intuit's website.
Final Thoughts on Moving Forward
After you cancel QuickBooks, consider data backup and checking for unused credits that could reimburse you. You can also research alternative accounting or financial management platforms that may better suit your business needs going forward.
The cancellation process through Intuit is designed to be simple and straightforward. Reach out for support if you face any issues cancelling your QuickBooks subscription.
