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How to Upgrade Your Puzzle Plan

Learn how to upgrade your Puzzle subscription to a paid plan to unlock full access to financial statements, reports, and insights.

Written by Michael Herchen

When Do I Need to Upgrade?

You may be prompted to upgrade if:

  • Your free trial has ended and you need to select a new plan - You encounter an upgrade prompt while trying to access features only available in higher-tier plans, such as adding classes or departments - You wish to unlock additional capabilities during your trial period without losing the remaining trial days



How to Upgrade

  1. Log in to Puzzle and go to Settings

  2. Select Billing
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  3. Click on Upgrade
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  4. Choose the plan that's right for you and select Upgrade and then follow the prompts to subscribe. Switch between Annual and Monthly subscriptions by clicking on the Annual/Monthly toggle.
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💡 For a full breakdown of what's included in each plan, visit our Pricing page.
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Certain features, like adding classes and departments, are exclusive to higher-tier plans such as the Complete Plan. If you attempt to use these features on a lower-tier plan, you will see an upgrade prompt.

💡 Prefer not to manage the books yourself? Puzzle also offers managed accounting services — Expert Reviewed and Full Service — where a vetted bookkeeper closes your books for you each month, built on top of your software plan. See service options and pricing → or book a call with our team →

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