Lodgeit cannot activate the QuickBooks ProAdvisor benefit while your organisation has a paid Lodgeit plan. You can cancel the paid plan and switch now, or keep using it until it ends and switch then. Your clients, forms and records stay in Lodgeit either way. Only the plan changes.
In this article
- Before you start
- Choose when to switch
- Refunds for the paid plan
- Switch now
- Switch when the paid plan ends
- Common questions
- Related articles
Before you start
- You meet the requirements for the benefit. See before you start in the activation article.
- You are the owner of the Lodgeit organisation. Only the owner can open the Billing page and cancel a plan.
- You know when you bought the paid plan and when you became a ProAdvisor. The dates decide whether you can get a refund.
Choose when to switch
| Option | What happens |
|---|---|
| Switch now | The paid plan ends as soon as you cancel it, and any lodgements left on it end with it. You may get a refund, depending on when you bought the plan. |
| Switch when the paid plan ends | You use the paid plan until its end date, then activate the benefit. You lose nothing, and there is no refund. |
Refunds for the paid plan
Lodgeit does not refund a plan automatically when you cancel it. Whether we refund it depends on when you bought it:
- Bought before you became a ProAdvisor: no refund. Keep using the paid plan until it ends or you run out of lodgements, then switch.
- Bought after you became a ProAdvisor, within the last 30 days: full refund.
- Bought after you became a ProAdvisor, more than 30 days ago: we review the request and may refund the lodgements you have not used.
To request a refund, contact support with:
- your Lodgeit invoice;
- the date you became a ProAdvisor;
- your ProAdvisor tier;
- your QuickBooks Company ID.
Switch now
Cancelling cannot be undone
The paid plan and any lodgements left on it end straight away. Read refunds for the paid plan before you cancel.
- Open the Billing page.
- Select Cancel Subscription.
- Review the message about refunds, then select Cancel Subscription to confirm.
- Activate the benefit from QuickBooks as described in start in QuickBooks, then follow activate with an existing Lodgeit account.
If you are due a refund, contact support after you cancel, as described in refunds for the paid plan.
Switch when the paid plan ends
- Keep using the paid plan until its end date. You do not need to cancel it.
- After the end date, activate the benefit from QuickBooks as described in start in QuickBooks, then follow activate with an existing Lodgeit account.
If you run out of lodgements before the end date, cancel the paid plan and follow switch now.
Common questions
I cannot see Cancel Subscription on the Billing page. Why?
The Billing page is only available to the organisation owner, so ask the owner to cancel. If you are the owner and the button is missing, the next period of your paid plan may already be paid for. Contact support to cancel it.
I see "You already have an active subscription" when I activate. What do I do?
The paid plan is still active. Cancel it as described in switch now, then select Activate in QuickBooks again.