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alex90
Level 1

I want to set up automated recurring transactions. When I try to it says my basic plan needs to be upgraded, but it doesn't specify to which plan. Which plan do I need?

 
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Best answer July 02, 2020

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SisiResti
Level 3

I want to set up automated recurring transactions. When I try to it says my basic plan needs to be upgraded, but it doesn't specify to which plan. Which plan do I need?

hello @alex90 
by the problem you have here is the link for the packages that may suit your needs to record recurring transaction: https://quickbooks.grsm.io/us-promo (I give you the promo link! go and enjoy the treat ;))

 

I understand for accountant which have many transactions that it would be helpful if our accounting software can record a recurring transaction, really save time to focus on more important task right :)

so to follow up your question, you may see that the package that has a recurring feature is in Essential packages : 

 

Screenshot_1.png

 

 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
you may click the "manage bills" feature to see detailed functions.
 
however, there is a link for a separate country if you are in another location. hope this helps :)

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1 Comment 1
SisiResti
Level 3

I want to set up automated recurring transactions. When I try to it says my basic plan needs to be upgraded, but it doesn't specify to which plan. Which plan do I need?

hello @alex90 
by the problem you have here is the link for the packages that may suit your needs to record recurring transaction: https://quickbooks.grsm.io/us-promo (I give you the promo link! go and enjoy the treat ;))

 

I understand for accountant which have many transactions that it would be helpful if our accounting software can record a recurring transaction, really save time to focus on more important task right :)

so to follow up your question, you may see that the package that has a recurring feature is in Essential packages : 

 

Screenshot_1.png

 

 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
you may click the "manage bills" feature to see detailed functions.
 
however, there is a link for a separate country if you are in another location. hope this helps :)

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