Effective August 2022, Quickbase has updated the way in which you change your service plan. Please see the Introducing quickbase.com/account Community post for details.
Note: Only account admins can make changes to an account.
Quickbase offers monthly service plans and annual service plans.
You can pay by credit card for both monthly and annual service plans. If you would like to pay by purchase order, you must select an annual plan.
Quickbase accepts MasterCard®, Visa®, Discover®, and American Express® cards with billing addresses in all countries except Iran, Cuba, Sudan, Syria, and North Korea. This list may change based on changes in US law.
The net invoice amount cannot be more than $50,000 when paying by credit card.
Monthly vs Annual service plans
Monthly service plans
Monthly plans are paid in advance at the start of the monthly billing cycle.
Any changes you make to your plan go into effect immediately. Should you downgrade or cancel your account in the middle of a billing cycle, per the Quickbase Terms of Service, you are not refunded for the remaining part of the month. If you upgrade your account, you are charged the new amount at the beginning of the next monthly billing cycle.
Annual service plans
An annual plan is a year-long commitment. Should you cancel or downgrade your account, the change goes into effect immediately, and, per the Quickbase Terms of Service, you are not refunded for the remaining part of the year. Once you sign up for an annual plan, you cannot return to a monthly plan.
Service plan upgrades made mid-billing cycle go into effect immediately, and are pro-rated to your annual bill date. In other words, if you sign up for an add-on pack six months into your annual billing cycle, Quickbase will charge you immediately for the remaining six months. On your next annual renewal, you are charged the full amount for the plan and add-on packs for that billing cycle.
Changing your service plan
Important: Per Quickbase terms of service, you must provide a 30-day notice of a downgrade.
Contact your account executive directly.
Your account executive will work with you to complete the changes to your annual plan.
Go to quickbase.com/account. You can either navigate there directly, or from your Account CSR click Cancel Serviceand you will be directed to quickbase.com/account.
Indicate which of the following you would like to do: Upgrade, Downgrade, Cancelor Convert from free trial.
Check your email for a verification email that you are an account admin. If you are not an account admin, the email will advise you to contact one in your organization.
Click the link in the email to supply more information in a form.
After you click Submit, you will see a “Thank You” page and a representative will be in touch soon to complete the process.