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tomcheck
Level 2

Recurring Invoices in QBO Simple Start

Hey Y'all,

I'm trying to setup a recurring invoice in QBO Simple Start plan. When I click on the 'Recurring Transactions' though I am taken to a page asking me to upgrade my quickbooks plan. However, NONE of the plans reference recurring transactions/invoices. 

 

Is this, or is this not, a feature which is available in Simple Start? 

Solved
Best answer October 09, 2020

Best Answers
LieraMarie_A
QuickBooks Team

Recurring Invoices in QBO Simple Start

Let me give you insights about the Recurring Transaction feature in QuickBooks Online (QBO), @tomcheck.

 

This feature is only available to QBO Essentials and Plus users. This is the reason why you're routed to the price list page when clicking the Recurring Transaction feature in your Simple Start subscription. If you wish to proceed in creating recurring transactions, you can upgrade your plan from the Billing & Subscription page.

 

Here's how you can do it:

  1. Click the Gear icon on the top menu.
  2. Select Account & Settings.
    Capture.JPG
  3. Go to the Billing & Subscription tab.
  4. Then, from the QuickBooks section, select Upgrade your plan.
  5. Click Choose plan for the product you want. 
  6. Click Continue.
  7. If prompted, enter your payment information.
  8. Confirm the upgrade and your new billing, then choose Confirm Upgrade.

 

I've included these helpful articles for the details steps in upgrading your subscription, as well as the pricing and subscription levels for QBO: 

 

Additionally, you can read through these links to learn more about creating recurring transactions:

 

I'm always around if you have further questions. Have a wonderful day!

View solution in original post

7 Comments 7
LieraMarie_A
QuickBooks Team

Recurring Invoices in QBO Simple Start

Let me give you insights about the Recurring Transaction feature in QuickBooks Online (QBO), @tomcheck.

 

This feature is only available to QBO Essentials and Plus users. This is the reason why you're routed to the price list page when clicking the Recurring Transaction feature in your Simple Start subscription. If you wish to proceed in creating recurring transactions, you can upgrade your plan from the Billing & Subscription page.

 

Here's how you can do it:

  1. Click the Gear icon on the top menu.
  2. Select Account & Settings.
    Capture.JPG
  3. Go to the Billing & Subscription tab.
  4. Then, from the QuickBooks section, select Upgrade your plan.
  5. Click Choose plan for the product you want. 
  6. Click Continue.
  7. If prompted, enter your payment information.
  8. Confirm the upgrade and your new billing, then choose Confirm Upgrade.

 

I've included these helpful articles for the details steps in upgrading your subscription, as well as the pricing and subscription levels for QBO: 

 

Additionally, you can read through these links to learn more about creating recurring transactions:

 

I'm always around if you have further questions. Have a wonderful day!

tomcheck
Level 2

Recurring Invoices in QBO Simple Start

Thanks Liera for the clarity, although of course that's unfortunate for me. :) I think I'll probably just pivot to using square invoices since they are free and include the ability for recurring payments. 

tomcheck
Level 2

Recurring Invoices in QBO Simple Start

Thanks Liera for the clarity! This is just the push I needed in order to move my invoicing to another system that has recurring invoicing built-in at the free level. 

 

I hope you have a great weekend.

ppss
Level 1

Recurring Invoices in QBO Simple Start

Thank you for posting this information. I have just created a quickbooks account so that I can transfer my invoicing operation from WAVE. Now that I know I have to pay double the fee each month in order to have recurring invoices with automated payments from my clients I have decided to cancel the quickbooks account and remain with WAVE, they do not charge for this feature!

Kwhitinger
Level 1

Recurring Invoices in QBO Simple Start

I am shocked that Quickbooks is forcing people to increase there membership level to use the recurring invoice feature.  When so many account/invoicing software companies include it from the get go. This is something Quickbooks really should take a look at and including in all plans.

magazine in Suffolk
Level 1

Recurring Invoices in QBO Simple Start

I wish it was much clearer before signing up and sending my first set of monthly invoices, for a monthly magazine of 20 clients recurring was essential. I only found out when trying to invoice the same list for the 2nd month. Im still learning but couldn't create a new invoice for previous months client, Is this possible manually ?? .. 

RoseJillB
QuickBooks Team

Recurring Invoices in QBO Simple Start

Thank you for joining the thread, @magazine in Suffolk. I’ll assist you with your concern about creating an invoice in QuickBooks Online (QBO).

 

Yes, it’s possible to create an invoice prior to the date that you create it. I’ll show you how:

 

  1. Select the + New.
  2. Under Customers, select Invoice.
  3. Enter the sales details.
  4. Select the dates of your invoice.
  5. When you’re done, select Save or Send invoice.

 

Furthermore, I added this article for your reference on receiving and recording invoice payments in QuickBooks Online.

 

 

You might also find this article helpful if you decided to upgrade your QuickBooks Online subscription: Upgrade or downgrade your QuickBooks Online subscription.

 

Let me know if you need further assistance with creating sales transactions. I’ll be around to lend a hand. Stay safe!

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