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Update your billing information for Auto Renewal

SOLVEDby IntuitLacerte Tax3Updated April 25, 2022

Sometimes you may need to make changes to your primary billing profile that is used for Auto-Renewal. All changes need to be made before the designated processing date.

To update your billing profile:

  1. Sign in to ​My Account
  2. On the Dashboard, the renewal status for your upcoming order will show: You are set to auto-renew.
  3. Select Products from the left, and select Auto-Renew.
  4. Under Payment Method, select the pencil by Add or Edit Payment method.
    • Update the current payment method by selecting the ellipsis (3 dots) and selecting Edit.
    • Select a different payment method.
    • Add a new payment method.
  5. Select Save.

Related topics:

The information in this article is used to assist a customer already set up on Auto-Renewal. Ideally, they would log into My Account and make any changes needed. Should the customer call and need assistance with updating, use the information below to assist. Capture the reason for the internal change in the Case and verify the Account and Contact (preferably the Primary).

To update the billing profile:

  1. Locate the existing order. 
  2. Verify and note the current Billing Profile used
  3. Go to the Billing Profiles section
  4. Update the existing billing profile that is on the existing order. The order will be resubmitted through the workflow in approximately an hour
    • Do not create another order for the same products
    • Do not create a new billing profile
  5. Once verification is complete, review Billing Profile Tasks and Resolving Common Order Issues in Salesforce (SFDC)

For payment and billing updates in My Account, the login (contact) associated with the current primary billing profile must be the one logged in to update the billing info. Multiple contacts (same person) with multiple AUTHs indicate multiple login names. If they used the contact login that was not associated with the current primary billing profile, it will not let them update the credit card and return the error "Payment was not successfully updated". In these cases, ask the customer if there is a reason for two contacts with the same name and offer to clean them up.

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