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December 15, 2022
Question

Which plan or plans allow for recurring payments? My tiny business can't afford much for an upgrade, and I'm very bummed as it seems it's not part of the entry-level plan

  • December 15, 2022
  • 2 replies
  • 0 views
The information I've been able to find does not make it clear which plans allow these types of invoices. Someone please help!

2 replies

December 15, 2022

Creating recurring transactions can surely make life easier, spartamusicshop-.

 

The Recurring Transactions feature is only available in QuickBooks Online Essentials, Plus, and Advanced. You can do this for any transaction except bill payments, customer payments, and time entries. The only option to collect payments automatically is by using a recurring sales receipt. For more details, please see this article: Create Recurring Transactions.

 

If you're using the Simple Start version, you can search for a third-party application that offers this functionality. Then, integrate the app into QuickBooks.

 

Here's how:

 

  1. Go to the Apps menu.
  2. Select the Find Apps tab, then type a keyword in the search bar.
  3. Click the magnifying glass to search, then choose the app that suits your need.

 

Additionally, I've added an article that'll help you personalize your invoices, estimates, and sales receipts in QuickBooks Online. This helps add the info that matters to your business: Customize Sales Forms.

 

Please keep us posted if you need additional help managing your sales transactions. We're always here to help you out.

Fiat Lux - ASIA
December 15, 2022

Recurring transactions feature is available on QBO Essentials and a higher plan.

https://quickbooks.grsm.io/US

https://quickbooks.grsm.io/us-promo

 

If you are running a B2B company and prefer to use Simple Start, you can signup a Melio account for fee to accept recurring payments if required. But you will still need to register transactions on Simple Start manually.

https://affiliates.meliopayments.com/get-paid