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July 30, 2019
Question

I'm trying to set up daily takings and when I go into lists and try and access the reoccurring transactions it knocks me out into subscriptions. Do I need to upgrade?

  • July 30, 2019
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1 reply

July 30, 2019

Good day @clairestaff,

 

Let's look into the recurring transactions feature and why it routes you to the Billing and Subscription page.

 

This specific feature requires either QuickBooks Online Essentials or Plus. So if you're using Simple Start you'll need to upgrade to at least the Essentials version to be able to use this feature.

 

Once you've finished upgrading, you can view this article that contains a video along with steps on how you can create recurring transactions: Create a recurring transaction.

 

I'll be around to provide further assistance, if needed. Don't hesitate to leave your questions or clarifications in the comments below, I'll make sure to get back to you.