With various QuickBooks products available, it is important to know which QuickBooks Online product you have. By understanding your QuickBooks Online product, you can make informed decisions, access appropriate support resources, and leverage the software to its full potential, ultimately contributing to the financial success of your business.
In this article, we will explore different methods to determine which QuickBooks Online product you have and discuss the importance of understanding your product version.
Checking Your Account Settings
One of the simplest ways to determine your QuickBooks Online product is by checking your account settings. After logging in to your QuickBooks Online account, locate the gear icon in the top right corner of the screen. Click on the gear icon to access the drop-down menu and select Account and Settings. This will open the settings page where you can find information about your subscription.
Navigate to Account and settings in QuickBooks Online
Within the account settings, navigate to the Billing & Subscription section and then click on the Usage tab, as shown below.
Select the Usage tab under Account and settings
Here, you should be able to view details about your subscription, including the specific QuickBooks Online product you are using. It may be listed as QuickBooks Online Simple Start, Essentials, Plus, or Advanced. Also, you’ll see an overview of your usage limits, including the number of billable users you have and the number of accounts you’ve added.
QuickBooks Online Simple Start is designed for one user, Essentials is for three users, Plus is for five users, and Advanced is for 25 users. This is why we recommend QuickBooks Online Advanced for multi-user environments.
If you haven’t purchased a QuickBooks Online subscription yet and need help deciding which product to choose, read our guide to choosing the best QuickBooks Online version.
Reviewing Subscription Emails or Invoices
Another way to determine your QuickBooks Online product is by reviewing your subscription emails or invoices. When you first signed up for QuickBooks Online or made any changes to your subscription, Intuit, the company behind QuickBooks, typically sends confirmation emails or invoices.
Search your email inbox for any messages from QuickBooks or Intuit related to your subscription. These emails often include information about your product version and subscription details. Reviewing these emails can help you identify the specific QuickBooks Online product you have.
If you cannot locate any subscription emails, check your billing or invoice history within QuickBooks Online. The invoices generated by QuickBooks Online usually provide details about your subscription, including the product version and any add-ons or extra features you may have subscribed to.
Contacting QuickBooks Online Support
In some cases, it may be challenging to determine your QuickBooks Online product through the above methods. If you’re still unsure about your product version, contacting QuickBooks Online support is a reliable option.
QuickBooks Online offers customer support services that can assist you in identifying your product version. Contact their support team via phone or live chat, and provide them with your account details. The support representative will verify your account and provide you with the necessary information about your QuickBooks Online product.
For detailed instructions on how to determine which QuickBooks Online product you have, watch the video below.
Why Understanding Your QuickBooks Online Product is Important
Different QuickBooks Online versions offer varying features, capabilities, and pricing structures. By identifying your specific product version, you can ensure that you are maximizing the use of available features and taking advantage of functionalities that align with your business requirements.
For example, QuickBooks Online Plus offers more advanced features such as project tracking, inventory management, and budgeting tools, while QuickBooks Online Simple Start provides a more basic set of features suitable for smaller businesses. If you require multiple user access and enhanced benefits, such as batch invoicing and custom user permissions, you must upgrade to QuickBooks Online Advanced.
Furthermore, knowing your product version is essential when seeking additional support or training resources. QuickBooks Online provides numerous tutorials, guides, and educational materials tailored to specific product versions. By identifying your product version, you can access relevant resources that focus on the features and functionalities available in your specific version, enhancing your overall experience and proficiency with the software.