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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
clairestaff
Level 1

I'm trying to set up daily takings and when I go into lists and try and access the reoccurring transactions it knocks me out into subscriptions. Do I need to upgrade?

 
1 REPLY 1
Ryan_M
Moderator

I'm trying to set up daily takings and when I go into lists and try and access the reoccurring transactions it knocks me out into subscriptions. Do I need to upgrade?

Good day @clairestaff,

 

Let's look into the recurring transactions feature and why it routes you to the Billing and Subscription page.

 

This specific feature requires either QuickBooks Online Essentials or Plus. So if you're using Simple Start you'll need to upgrade to at least the Essentials version to be able to use this feature.

 

Once you've finished upgrading, you can view this article that contains a video along with steps on how you can create recurring transactions: Create a recurring transaction.

 

I'll be around to provide further assistance, if needed. Don't hesitate to leave your questions or clarifications in the comments below, I'll make sure to get back to you.

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