How to input and print a large batch of checks in QBO Plus? Or does this require Advanced?

CSEF · ‎April 27, 2024

Our foundation has to generate a large batch of checks. Can this even be done in QBO Plus? All data (recipient addresses and various amounts) presently reside outside of QBO in a spreadsheet. I'm resisting the upgrade to Advanced because this large batch is needed only once a year.

Ethel_A · ‎April 27, 2024

Thank you for getting back to us, @CSEF.

I'm here to share information about upgrading and downgrading your subscription to QuickBooks Online.

You're free to switch plans or cancel at any time with QuickBooks Online. However, you will be charged for the whole billing period. If you are getting a monthly plan, your plan will be downgraded after the billing period. There will be no prorated refund.

It is important to verify that you will not lose any necessary features before downgrading. Additionally, please note that downgrading will eliminate any discounts that may be associated with your current plan. Before downgrading, you may need to disable certain features. If you are currently using any of these features, please refer to the steps outlined in the relevant section.

Here is an article you can read about upgrading and downgrading QuickBooks Online edition. Scroll down to downgrade your edition part to see the features you need to turn off before downgrading: Upgrade or downgrade your QuickBooks Online edition.

You may want to take a look at the pricing plans that are available to help you decide which subscription level suits you best: Plans & Pricing.

Let me know if you have concerns about upgrading and downgrading your QuickBooks Online plan. I'm always here to help. Have a great day.

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Clark_B · ‎April 27, 2024

Hello there, @CSEF.

Let me provide you with some insights about printing a large batch of checks in QuickBooks Online (QBO).

I understand that you only print large batches of checks once a year, so upgrading to Advanced might not seem necessary. However, please note that the feature to print a large batch of checks is only available in the Advanced version. So, I suggest upgrading your subscription if you want to print a large batch of checks.

Here's how:

Log in to your QBO company.
Go to the Gear Icon, and select Subscription and Billing.
Ensure that your payment info is up to date.
In the QBO section, select Upgrade your plan.
Review the available plans and then select Choose Plan.
Follow the on-screen steps to upgrade your plan.

For more detailed information, check this article: Upgrade or downgrade your QBO edition

I've included an article to guide you set up your print settings: Configure your print settings for printing checks

Feel free to leave a comment below if you have any other questions about printing large batches of checks. I'm always here to help. Wishing you and your business continued success.

CSEF · ‎April 27, 2024

If I upgrade to Advanced for a day to complete this one task (importing and then printing), is there anything stopping me from downgrading to Plus after that? I don't mind paying for the time that I do the batch work, but I don't want to pay for a whole year of Advanced when I won't be using any of its features except for the one day.

Ethel_A · ‎April 27, 2024

Thank you for getting back to us, @CSEF.

I'm here to share information about upgrading and downgrading your subscription to QuickBooks Online.

You're free to switch plans or cancel at any time with QuickBooks Online. However, you will be charged for the whole billing period. If you are getting a monthly plan, your plan will be downgraded after the billing period. There will be no prorated refund.

It is important to verify that you will not lose any necessary features before downgrading. Additionally, please note that downgrading will eliminate any discounts that may be associated with your current plan. Before downgrading, you may need to disable certain features. If you are currently using any of these features, please refer to the steps outlined in the relevant section.

Here is an article you can read about upgrading and downgrading QuickBooks Online edition. Scroll down to downgrade your edition part to see the features you need to turn off before downgrading: Upgrade or downgrade your QuickBooks Online edition.

You may want to take a look at the pricing plans that are available to help you decide which subscription level suits you best: Plans & Pricing.

Let me know if you have concerns about upgrading and downgrading your QuickBooks Online plan. I'm always here to help. Have a great day.

CSEF · ‎April 28, 2024

We have no use for the other features of Advanced, so we won't lose anything when subsequently downgrading. Paying for Advanced in the month that we need it is worth it. Thank you for the explanation.

Sherrie_F · ‎April 28, 2024

You're always welcome, @CSEF. It's our pleasure to assist you.

I appreciate the update you've shared here in the Community.

I'm also delighted to hear that my colleague was able to assist you in solving your concerns. Rest assured that we'll remain dedicated to providing you with the best possible solution.

You can always count on us if you have any other concerns about using QuickBooks Online (QBO). We're always here to lend a hand. Keep safe there.

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How to input and print a large batch of checks in QBO Plus? Or does this require Advanced?