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Examining billing and subscription settings and use limits
ОглавлениеTo review the settings related to your QBO billing and subscription, click Settings and choose the appropriate option. QBO users will choose Settings ⇒ Account and Settings to display the Account and Settings dialog box and then click Billing & Subscription in the pane on the left side. QBO Accountant users will choose Settings ⇒ Your Account.
You won’t see the Billing & Subscription pane if your QBO company is being managed by an accountant who participates in the ProAdvisor Preferred Pricing program, which I discuss in Chapter 12.
The page shown in Figure 3-15 shows you the status of your QuickBooks, QB Payroll, and QuickBooks Payments subscriptions. From this page, you can convert your trial version of QuickBooks and of the QB Payroll product to a regular subscription. Be aware that converting cancels any trial period that you opted into. Although I couldn’t show it in Figure 3-15, if you scroll down on your screen, you’ll see that you can also use this page to order checks and supplies. As of this writing, you can also reduce your QBO subscription fees by roughly 10 percent by opting into annual billing instead of monthly billing.
FIGURE 3-15: Review QBO billing and subscription settings.
The subscription-based Payments product that Intuit offers enables you to receive online payments from your customers. If you already have a subscription to the Payments product, you can connect it to QBO from the Billing & Subscription page of the Account and Settings dialog box. If you don’t have a subscription, you can subscribe from the Apps page (select it on the navigation bar) or from the Payments page of the Account and Settings dialog box.
When you click the Usage tab on the left side of the Account and Settings dialog box, QBO displays the use limits applied to your QBO company based on the version of QBO you selected when you created your company (Simple Start, Essential, Plus, or Advanced).