Hi there, @Design24.
QuickBooks Self-Employed (QBSE) enables users to input invoices for recording purposes. However, the recurring invoice option is unavailable. You can consider switching from QBSE to QuickBooks Online (QBO) and experience the recurring transaction feature.
Also, please know there's an option to carry data from one program to another. It'll be our pleasure to outline the steps below:
- Access your QuickBooks Self-Employed company and click the Gear icon.
- Select Upgrade from the Profile column.
- Click Choose plan on the one that you prefer.
- Review the changes in features, then select Sounds good.
- If you want to copy your data to QuickBooks Online, select Bring my data. If not, select Start fresh. A reminder, if you select to bring your data, follow the steps to categorise open transactions and mark the paid invoices.
- Review the summary of data that you'll move to QuickBooks Online.
- Select Continue, then To QuickBooks Online!
- Double-check your payment method, then select Change plan. If you need to change payment method, select ✎ Edit.
- Answer or confirm a few details about your business to start using QuickBooks Online.
For further guidelines, please see this page: Switch from QuickBooks Self-Employed to QuickBooks Online.
Additionally, we're adding these articles to give you an idea on what QBO has to offer and how you can create a recurring transaction inside the program:
The Community space is open 24/7, and our team is always ready to assist whenever you need us. Do you need further assistance managing recurring transactions or handling invoice payments? Feel free to comment below. Keep safe.
