Back
Back
Categories

How do I downgrade or cancel my account?

If you're currently on a paid subscription, you can always downgrade to a different plan anytime in your subscription to meet your business's growth or lulls. If you no longer need to use FreshBooks, you can also deactivate your account while leaving your data intact.

 

To manage your FreshBooks subscription including downgrading or cancelling, use a web browser to complete any of the below steps.

 

Downgrade an Account

If you’re looking to downgrade to a smaller plan, you may need to also:

  • Reduce the number of active and archived clients
  • Remove your team members
  • Remove any connected accountants
  • Delete any active retainers


To delete any of the above, use the steps in How does archive or deleted work? here first, then proceed with downgrading with the below steps:

  1. Ensure you have removed any active and archived clients along with any other team members or retainers that could be preventing you from downgrading
  2. On a web browser, select your profile picture or initials in the top right corner
  3. Then select Billing and Upgrade
  4. Select Manage Plan
  5. If you want to downgrade to remove add-ons like Advanced Payments and team members, select the Manage your plan link under your current plan
  6. Otherwise, if you want to downgrade to a different plan, select the Downgrade link under the plan you want to move to
  7. Make changes to your add-ons as needed, and select Review and Pay to save your changes
  8. Then select Update or Downgrade to finish. You won't be charged until your next payment is due.

 

Cancel an Account

Whether you no longer need to use your account, or you want to take a break and pause the account for a bit, we've made the process of canceling and closing your account as hassle-free as possible. When cancelling, keep the following in mind:

  • Your data will remain intact and preserved, and you can reactivate afterwards anytime in the future
  • All recurring expenses, recurring templates, and retainers will be deactivated
  • All bank connections will be disconnected
  • FreshBooks Payroll powered by Gusto will be deactivated
  • Team members will no longer be able to login
  • Clients will be unable to comment on or pay invoices

 

The business owner can cancel the account with the below steps:

  1. Save any data you need from your account first - once it's canceled, you will no longer be able to access it
  2. On a web browser, disconnect any active bank connections to stop importing transactions and expenses through Plaid, Yodlee, or Salt Edge
  3. Select your profile picture or initials in the top right corner
  4. Then select Billing and Upgrade
  5. Next, select the cancel your account link at the bottom. You'll be asked to leave a comment and confirm cancelling your account.

 

Note: If you're being billed through Apple Subscriptions or Google Play Subscriptions, you'll need to use different steps to cancel using the information in How do I manage my billing on Apple Subscriptions or Google Play Subscriptions? here.

Support Categories