I need to delete my "recurring transactions." I downgraded plans, and now it will not let me into delete them.

1angryscotsman · ‎May 28, 2021

I cannot delete "donors" or make them "inactive" until I delete their recurring transactions. Since I downgraded, I cannot get in to delete the RT.

DivinaMercy_N · ‎May 28, 2021

Welcome to the QuickBooks Community, @1angryscotsman.

Removing some data from your books is one way to make sure you have the right information. However, only QuickBooks Online (QBO) Plus and Advanced versions support recurring transactions. Being able to delete it on a downgraded plan is unavailable. To fix it, you'll have to switch back to your previous plan and delete the transactions from there. Once done, you can now downgrade your plan again. Here's how:

Go to the Gear icon and choose Accounts and Settings.
Select Billing & Subscription.
Click Upgrade your plan.
Choose your previous plan.
Follow on-screen steps to proceed.

When done, look for the recurring transactions you need to delete.

For more info, see this article: Upgrade or downgrade your QuickBooks Online subscription.

You can also contact our Customer Care team to help you delete the recurring transactions. To do so, please follow the steps in this link: QuickBooks Online Support.

Also, you can always visit our Community help page to find articles you can bookmark for future use. Simply, enter a keyword of your concern on the search box or select any of the categories displayed.

If you need further assistance regarding deleting recurring QBO transactions, please post a response below. I am always available to help in case you need it.

View solution in original post

DivinaMercy_N · ‎May 28, 2021

Welcome to the QuickBooks Community, @1angryscotsman.

Removing some data from your books is one way to make sure you have the right information. However, only QuickBooks Online (QBO) Plus and Advanced versions support recurring transactions. Being able to delete it on a downgraded plan is unavailable. To fix it, you'll have to switch back to your previous plan and delete the transactions from there. Once done, you can now downgrade your plan again. Here's how:

Go to the Gear icon and choose Accounts and Settings.
Select Billing & Subscription.
Click Upgrade your plan.
Choose your previous plan.
Follow on-screen steps to proceed.

When done, look for the recurring transactions you need to delete.

For more info, see this article: Upgrade or downgrade your QuickBooks Online subscription.

You can also contact our Customer Care team to help you delete the recurring transactions. To do so, please follow the steps in this link: QuickBooks Online Support.

Also, you can always visit our Community help page to find articles you can bookmark for future use. Simply, enter a keyword of your concern on the search box or select any of the categories displayed.

If you need further assistance regarding deleting recurring QBO transactions, please post a response below. I am always available to help in case you need it.

1angryscotsman · ‎May 31, 2021

Wont this charge me though? Says it will charge me a pro-rated amount to upgrade.

SarahannC · ‎May 31, 2021

Hello there, @1angryscotsman. Thanks for getting back to us.

It would be best to contact our support team to check if you'll be getting a charge or not when switching back to your previous plan. Once our specialist validates it, you can go through with the process. Let's follow the steps below to contact them:

Go to Help at the upper-right corner.
Enter a short description of your concern.
Click Talk to a human. Then, I still need a human.
You can then get a callback or send a message to start a conversation with our specialist.

You may want to check the articles below for additional information about managing subscription in QuickBooks:

Let me know if you have other questions. I'm right here to help. Stay safe.

Topics

Training

Community

Resources

I need to delete my "recurring transactions." I downgraded plans, and now it will not let me into delete them.