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How do I use my Intuit Account to manage my products and billing?

by TurboTax12 Updated 6 months ago

With your Intuit Account, you can do more than just manage your personal and sign-in credentials. You can also view and manage your Intuit products and, depending on which products you use, you can do things like change your subscription, request a refund, download your product, view your license number, or update billing information associated with your account. 


Here's how to manage your subscription

  1. Sign in to your Intuit Account.
  2. Select the Products & billing tab.   
  3. Under Your Products, you can see a list of all the Intuit products associated with your account. If you have multiple accounts for one product, you’ll see each account listed under the product. 
  4. If you have many accounts, you might have a See All option. This displays all the products associated with your sign-in info.  Note: if you don’t see all of your products, even after selecting See All, you may have another Intuit Account with different sign-in info. 
  5. Select the product, company, or account you're looking for. If you just want to view info for the product, then you’re all set. But if you want to make updates to your billing or subscription, you have different options depending on the product.
    • To change your subscription, select Upgrade your plan or Downgrade your plan. Then select the subscription you’d like to change to.
    • Select Subscribe if your account is in trial and you’re ready to subscribe.
    • Select Cancel subscription if you want to cancel.
    • Select View payment history to see all your past payments. 
    • If you need to update your payment method, you’ll see different options for different products. Select either Manage payment method, Update payment method, or the Edit ✏️ icon in the Payment method section to update your payment info. 
  6. To view a different product, company, or account, select < Back to return to the list of your products.

If you have a question about a charge from Intuit in your debit or credit account, you can look up the transaction and find out what it’s for. Here’s how:

  1. Under your list of products, select Look up a charge
  2. In the Type of Charge ▼dropdown, select Credit / debit card or bank account
  3. Enter your card or account information.
  4. Enter the exact amount of the charge in the Amount of charge field.
  5. Enter the exact date the charge was made to your account in the Date of charge field.
  6. In the Why are you looking up this charge field, select the reason.
  7. Select Look up charge

The next window will show you info about what product the charge was for, including the account number (sometimes called the company ID), and details about line items like discounts or sales tax, if applicable.

  1. Under your list of products, select Request or track a refund
  2. Select the option where you purchased your product, either through Intuit or From another retailerNote: if you purchased your product through your mobile app store, refund requests must go through your app store. 
  3. Fill in all the required fields. You can find your order reference, bill or account number in the original confirmation email you received when you purchased the product. If you’re asked for a product license code, you’ll find that in your confirmation email or on the CD case, if you bought a physical copy. 
  4. Select Submit or Find my order details