Thinking about canceling your Intuit QuickBooks subscription? It can feel like a daunting task, but don't worry, we're here to guide you through it. Before we begin, let's take a moment to understand why you're considering this. Are you switching to a different accounting software, or has your business's needs changed? Whatever the reason, knowing the process is the first step to a smooth transition.
Here's a detailed, step-by-step guide on how to cancel your Intuit QuickBooks subscription, whether you're using QuickBooks Online or QuickBooks Desktop.
Step 1: Get Prepared and Back Up Your Data
Before you click the "cancel" button, it's absolutely crucial to safeguard your financial data. Once your subscription is canceled, your access to your data will be limited. Don't risk losing years of financial records.
QuickBooks Online: While Intuit generally provides read-only access to your data for up to one year after cancellation, it's not a permanent solution. To be safe, export all your reports and lists. You can export data to Excel, CSV, or PDF formats. Go to the Gear icon (⚙), then select Export data under the Tools section. From there, you can choose which reports and lists you want to export. This is your chance to grab everything from your Chart of Accounts and customer lists to your P&L statements and balance sheets. Don't skip this step!
QuickBooks Desktop: If you're using QuickBooks Desktop, your data is stored locally on your computer. However, canceling your subscription for services like Payroll or Payments will limit your access to those features. The smart move is to create a local backup of your company file. Go to File > Backup Company > Create Local Backup and save it to a secure location on your computer or an external drive. This ensures you have a complete copy of your records, even without the subscription.
Step 2: Understand Your Billing and Cancellation Policies
Before you proceed, it's a good idea to know what you're getting into. Intuit's cancellation and refund policies can vary.
Refunds: Generally, Intuit does not provide refunds or credits for partial subscription periods. If you cancel in the middle of a billing cycle, you'll typically have access to the service until the end of that period, but you won't get a prorated refund. However, if you're within a 60-day money-back guarantee period and purchased directly from Intuit, you may be eligible for a full refund.
Access after Cancellation: As mentioned, for QuickBooks Online, you get read-only access for a limited time. For QuickBooks Desktop services like Payroll, you will lose the ability to file forms, process payroll, or receive tax table updates after cancellation, though you can still view historical data.
Step 3: Cancel Your QuickBooks Online Subscription
The steps for canceling your QuickBooks Online subscription can vary slightly depending on where you purchased it (directly from Intuit, or via an app store like Apple or Google Play).
Sub-heading: Canceling a Subscription Purchased Directly from Intuit
Sign in as an Admin: Log in to your QuickBooks Online account with your administrator credentials. This is a critical step, as only an admin can cancel the subscription.
Navigate to Billing: Select the Gear icon (⚙) in the top right corner.
Choose Account and Settings or Subscriptions and billing from the dropdown menu.
Find the Subscription: Go to the Billing & Subscription tab.
Initiate Cancellation: In the QuickBooks section, you'll see your subscription. Look for the "Cancel subscription" or "Cancel trial" link.
Follow the On-Screen Prompts: You'll be asked to provide feedback on why you're leaving. While optional, providing this feedback helps Intuit improve its services.
Confirm Cancellation: Follow the remaining prompts and select "Confirm Cancel" or "Cancel Now" to finalize the process. You should receive a confirmation email.
Sub-heading: Canceling a Subscription Purchased from a Mobile App Store
If you subscribed through the Apple App Store or Google Play Store, you need to cancel the subscription through their respective platforms.
For Apple App Store:
Open Settings on your iPhone or iPad.
Tap on your name at the top of the screen.
Select Subscriptions.
Find and tap on your QuickBooks Online subscription.
Tap Cancel Subscription and confirm.
For Google Play Store:
Open the Google Play Store app.
Tap on the Menu (☰) icon in the top left corner.
Select Subscriptions.
Find and tap on your QuickBooks subscription.
Tap Cancel subscription and follow the on-screen instructions.
Step 4: Cancel Your QuickBooks Desktop Subscription
Canceling a QuickBooks Desktop subscription, especially for services like Payroll, is done through your Intuit Customer Account Management Portal (CAMPs).
Log in to CAMPs: Go to the Intuit Customer Account Management Portal (CAMPs) and sign in using your Intuit account credentials.
Select Your Product: Once logged in, navigate to the Products & Services section.
Find Your Subscription: Locate the QuickBooks Desktop service you wish to cancel (e.g., Payroll).
View Details: Click on "Details" next to the active subscription.
Initiate Cancellation: Under the subscription's active status, you'll find an option to "Cancel Service."
Provide Feedback and Confirm: Just like with QuickBooks Online, you may be asked to provide a reason for canceling. Follow the prompts and select "Continue to Cancel" and then "Cancel Now" to confirm.
Check for Confirmation: You should receive a confirmation email from Intuit regarding your cancellation request.
Step 5: Finalize and Confirm
After completing the cancellation process, it's wise to double-check everything.
Check your email: Look for a confirmation email from Intuit. It's your proof of cancellation and will contain important details about when your access will end.
Review your bank statements: Keep an eye on your bank or credit card statements to ensure no further charges are made after your cancellation date.
Save your exported data: Make sure you have your exported data files saved in a safe, easily accessible location. This is your safety net.
Congratulations! You have successfully navigated the cancellation process. We know it can be a bit of a hassle, but by following these steps, you can ensure a smooth and secure transition.
Related FAQs
Here are 10 related questions with quick answers to help you further:
How to export my data from QuickBooks Online before canceling?
Go to the Gear icon (⚙) > Export data under Tools. You can then select the reports and lists you want to export to Excel or CSV files.
How to download a backup of my QuickBooks Desktop company file?
In QuickBooks Desktop, go to File > Backup Company > Create Local Backup. This will create a backup file of your entire company data.
How to check my QuickBooks Online billing cycle?
Sign in as an admin, go to the Gear icon (⚙) > Account and Settings > Billing & Subscription. You will see your next billing date there.
How to reactivate my QuickBooks Online subscription if I change my mind?
You can log back into your QuickBooks Online account and follow the prompts to resubscribe. Your data will be there if it's within the one-year read-only access period.
How to contact QuickBooks customer support for cancellation help?
You can usually find a "Contact Us" or "Help" option within your QuickBooks account or on the Intuit support website. You may be able to chat with an agent or request a callback.
How to know if I'm eligible for a refund?
You are generally only eligible for a refund if you purchased the subscription directly from Intuit and cancel within the 60-day money-back guarantee period. Check your terms of service for details.
How to find my Intuit Customer Account Management Portal (CAMPs) login?
You can access CAMPs by using your Intuit account user ID and password, which are the same credentials you use to sign in to QuickBooks.
How to check what data will be lost after canceling QuickBooks Desktop Payroll?
After canceling, you lose access to payroll processing, direct deposit, and tax table updates. You will still have read-only access to historical payroll data, pay stubs, and filed tax forms.
How to transfer my QuickBooks Online data to another accounting software?
You will need to use your exported data (CSV or Excel files) and import it into your new software. Most accounting software programs have a data import function.
How to remove my payment information from my Intuit account?
After canceling, you can go to your Intuit Account Manager and navigate to the "Product & billing" or "Payment methods" section to manage or remove your payment information.