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Which upgrade do I need to use recurring invoicing & accept/set up bank draft?

 
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QuickBooks Team

Re: Which upgrade do I need to use recurring invoicing & accept/set up bank draft?

Hello, @turnthebeatdance.

 

Creating a recurring transaction is available in QuickBooks Online Essentials, Plus, and Advance. Let me guide you on how it works.

 

To set up a recurring invoice reminder, here’s how:

  1. Go the Gear icon.
  2. Select Recurring Transactions.
  3. Click the New button.
  4. Choose Invoice.
  5. Click OK.
  6. Start setting up the Recurring Invoice.
  7. Select Reminder in the Type field.
  8. Enter the invoice details.
  9. Click Save template.

You can learn more about managing recurring transactions through this article: How to create a recurring invoice and manage recurring transactions.

 

The ability to draft funds directly from your bank is not available as of the moment. What you can do is to accept drafts by recording it in the Receive Payments screen. Then, use DRAFT as the Payment Method instead of Cash/Check.

If you’re to issue a bank draft, let’s just use the normal check function and enter ‘draft’ as the check number.

However, should you wish to upgrade your subscription, here’s how:

  1. Go to the Gear icon.
  2. Select Account and Settings.
  3. Click Billing & Subscription on the left.
  4. Select Upgrade from the QuickBooks section.
  5. Follow the on-screen prompts and select Upgrade for the product you want.
  6. Enter payment information if you’re prompted.
  7. Click Confirm Upgrade.

How to upgrade subscription in QuickBooks Online.

I’m also including this article which covers this process: How do I upgrade my QuickBooks Online subscription?

 

You can always click the Reply button below if you have other questions. I’m always here to help.