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Self-Service options for your Intuit Hosting subscription

by Intuit2 Updated 2 months ago

Before you start:

  • Self-service can't be used to change your users down to zero or to add 30 or more users to your subscription.
  • If your hosting subscription isn't eligible to use Self-Service for these changes, you'll be prompted to contact our Hosting Sales team at 1-844-818-5400.
  • Only users with the Account Admin role for My Account Access will be able to make these changes using Self-Service.
  1. Sign in to your Intuit My Account dashboard.
  2. Select Account from the top of the screen.
  3. Select Manage Users.
  4. The My Account Access column will show each user's role.

Changing your Intuit Hosting users:

  1. Sign in to your Intuit My Account dashboard.
  2. Go to Add-ons ⮕ Hosting.
  3. Select Manage users.
  4. Enter the total number of seats you need in the users box.
  5. Select Apply.
  6. The Order summary section will be updated to preview your change.
    • You may see an additional change with a check box for adding Lacerte Fast Path Users or a ProSeries Network Version.
  7. To accept the changes in the Order summary, enter the requested information in the Payment information section, and then scroll down and select Confirm changes.
    • When a card is being used for billing, you'll be prompted to enter the security code for the card being used in the CVV field.

For Hosting for ProSeries, to purchase multiple seats you'll need to have a ProSeries Network License.

For Hosting for Lacerte, if you try to change the number of seats to more seats than you have for your current year Lacerte Fast Path License, you may want to increase your Fast Path Seats as well.

See this article for more information.

Updating the payment method for your Intuit Hosting subscription:

  1. Sign into your Intuit My Account dashboard.
  2. Go to Add-ons ⮕ Hosting.
  3. In the Payment information section, select the pencil.
  4. The Edit link on the pop-up panel can be selected to adjust the payment method already entered, or you can scroll down and select Change payment method to enter a new card or bank account.
  5. Once the desired payment changes have been entered scroll down and select Save and Use.

Resuming your Intuit Hosting subscription

  1. Sign into your Intuit My Account dashboard.
  2. Go to Add-ons ⮕ Hosting.
  3. Select Resubscribe.
  4. Follow the prompts.
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