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JuiceCoffeeRaspberry
Level 1
posted
‎June 30, 2024 12:54 AM
last updated ‎June 30, 2024 12:54 AM

Request for Extension of QuickBooks Evaluation Period and Other Questions

I am writing to inquire about the possibility of extending my QuickBooks evaluation period. Because of my workload, which includes both my primary employment and freelance teaching responsibilities, I have not yet fully explored the features and functionality of QuickBooks.

 

Currently, I use Google Calendar for scheduling student appointments and Buy Me a Coffee for receiving donations and monthly subscriptions. However, I am seeking a more professional, organized, and streamlined solution to manage my business finances. QuickBooks seems to offer the capabilities I need, but I would like additional time to evaluate its suitability for my specific requirements.

 

As you may have noticed, I have not yet used this QuickBooks account. I am currently taking courses in Udemy to learn more about accounting, as I do not have a background in the subject. My primary goal is to provide invoices to my students on a recurring basis (e.g., every 30, 60, 90, or 120 days).

 

I understand QuickBooks offers payment processing capabilities. Could you please confirm whether it is possible to include a payment link in online invoices sent via email, allowing clients to pay using their preferred method? If so, this would enhance the convenience and efficiency of my billing process.

 

Given that I am just starting out, I would appreciate any discounts or promotional offers available for basic QuickBooks subscriptions. I am open to quarterly, semi-annual, or annual billing options.

 

Thank you for your time and consideration. I look forward to your response and learning more about how QuickBooks can benefit my business.

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2 Comments 2
ShangY
QuickBooks Team
QuickBooks Team
‎June 30, 2024 02:30 AM

Request for Extension of QuickBooks Evaluation Period and Other Questions

Thank you for sharing about your business and interest to learn about QuickBooks, @JuiceCoffeeRaspberry. 

 

Allow me to address your questions about payment links and discounts in QuickBooks Online (QBO).

 

Concerning your first question about whether QBO includes payment links in the invoices sent via email, the answer is yes. However, this feature is available in QBO US and Canada only. If you have this subscription, you'll need a QBO Payments or Merchant Service account to use the said feature. Otherwise, you may consider finding a third-party app in the App Center to send invoices with payment links via email. 

 

Concerning your second question whether QBO offers discounts or promotions for new users with basic subscriptions, I'd recommend contacting our Sales Team to check if there are available discounts you can take advantage of. Here's how:

 

  1. Sign in to your QBO account.
  2. Select the Help (?) icon.
  3. Choose Contact Us.
  4. Type in your concern, then choose Let's talk.
  5. Choose a way to connect with us:

 

  • Start a chat with an expert.
  • Get a callback from the next available expert.

 

Additionally, to learn more about QuickBooks Online and its features, check out this article: Get started with QuickBooks Online.

 

If you need help with setting up your account or any other concern within the program, please let us know by leaving a comment below. Our team is always ready to help. Have  a good one.

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4Gal
Level 11
‎June 30, 2024 03:25 AM

Request for Extension of QuickBooks Evaluation Period and Other Questions

@JuiceCoffeeRaspberry 

I understand QuickBooks offers payment processing capabilities.

 

Where is your company located? If you are not in US or CA, you need a 3rd party solution.

Reply