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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

3 Comments
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

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.

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