You cannot cancel a QuickBooks ProAdvisor plan on the Billing page. Lodgeit support cancels it for you, and then you buy a paid plan. Your clients, forms and records stay in Lodgeit.

In this article

Before you start

  • You need to cancel. If you only need more lodgements, you can buy extra lodgements and keep the ProAdvisor plan.
  • You are the owner of the Lodgeit organisation. Only the owner can open the Billing page and buy a plan.
  • You have your QuickBooks Company ID.

Cancel the ProAdvisor plan and buy a paid plan

Use your lodgements first

Lodgements left on the ProAdvisor plan, including extra lodgements you bought, end when support cancels the plan.

  1. Contact support and ask to cancel your QuickBooks ProAdvisor plan. Include:
    • the email you sign in to Lodgeit with;
    • the name and ABN of your Lodgeit organisation;
    • your QuickBooks Company ID.
  2. Wait for support to confirm that the plan is cancelled.
  3. Open the Billing page. With no active plan, it shows the plans you can buy.
  4. Choose a plan, select Subscribe and pay. If a plan shows Contact Us instead, select it and our team will set the plan up with you.

For prices and what each plan includes, see the Lodgeit pricing page. For the purchase steps in more detail, see Package Subscription for Tax Agent (Accountant).

Common questions

Why can't I cancel the ProAdvisor plan myself?

The plan comes from your ProAdvisor membership, so the Billing page has no Cancel Subscription button for it. Support cancels it for you.

I see "You already have an active subscription" when I try to buy a plan. What do I do?

The ProAdvisor plan is still active, and Lodgeit cannot start a paid plan alongside it. Ask support to cancel the ProAdvisor plan first, as described in cancel the ProAdvisor plan and buy a paid plan.

Can I go back to the ProAdvisor plan later?

Yes, while you are still in the ProAdvisor program. See switch from a paid plan to QuickBooks ProAdvisor.