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Level 2

Creating a recurring invoice

I'm trying to create a recurring invoice, but when I click on "Recurring Transactions" it brings me to the "Upgrade" page. Are recurring invoices really unavailable in QBO Basic? It seems like an incredibly basic feature, and I really don't need the other features yet.

2 Comments 2

Creating a recurring invoice

Hi @gearheadmedia,


Thank you for posting here the Community. I have some information regarding the Simple Start version's capability.


QuickBooks Simple Start (basic) doesn't have the Recurring feature, unlike the Plus and Essentials version. For now, this option isn't included in the basic features of your subscription.


Please know that I appreciate your input about creating recurring transactions. We always improve the features in each version, and this preference might be added in the future.


As we assess this, I suggest you visit our QuickBooks Blog to stay updated with all the changes that are being made.


For more information about the recurring option, like what each template types do, I recommend the following article: Create recurring transactions in QuickBooks Online.


Drop me a comment below if you have any other questions related to the QuickBooks features. I'll be more than happy to help. Wishing you a good one.

Fiat Lux - ASIA
Level 15

Creating a recurring invoice


Keep in mind, the discounted rate is not applicable when upgrading your plan.