QUESTION

How can a Rightworks Transaction Pro subscription for QuickBooks Online be canceled?

RESOLUTION

Before canceling a subscription, it is best to edit the subscription name to be unique to ensure that the correct subscription is being canceled, if this has not already been done. Only the Owner role can edit the subscription name.

To edit a subscription name, click on EDIT NAME next to the current name. A box will appear to allow you to update the name. When updated, click the Green Checkmark to save your changes. Click the Red X to discard your changes.

Once the subscription name has been edited to a unique name, click MANAGE for the subscription that needs to be canceled. Then click MODIFY SUBSCRIPTION.

When the window opens, please choose the term as per your subscription [ as shown below ]

Then, scroll down the page and click the CANCEL SUBSCRIPTION button under your active subscription.

Another window will open that will ask if you are sure you want to cancel your subscription and ask for a reason. This feedback helps us change and adapt to better suit the needs of our customers.

If you are sure, click CANCEL SUBSCRIPTION.

If a subscription has been selected to cancel in error or if it is decided that a subscription does not need to be canceled before the cancellation date, please contact Transaction Pro Support at [email protected] for assistance with reactivating the subscription. 

If a subscription needs to be reactivated after the cancellation date, a new subscription will need to be started and set up.

Note - This article only covers the currently offered subscriptions; Essential, Growth, and Premium. For all other subscriptions please reach out to our support team for assistance.