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September 25, 2024
Question

Is there a way to create recurring invoices in QBSE? I have a customer that wants to pay in 6 installments.

  • September 25, 2024
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1 reply

September 25, 2024

Thanks for posting your concern, @deanslistwoodwor.

 

Creating recurring invoices and payments in QuickBooks Self-employed is unavailable. You’ll need to create the invoices individually. If you need these features, you may want to consider switching to QuickBooks Online. Make sure to download all of your work to have a copy of your financial reports. Then, proceed to switch, here's how:

 

  1. Go to Settings, then from the Profile column, select Upgrade.
  2.  Choose a plan based on the one that you prefer.
  3. Review the changes in features, then select Sounds Good.
  4. If you want to copy your data to QuickBooks Online, select Bring My Data. If not, choose to Start Fresh.
  5. Review the summary of data that you'll move to QuickBooks Online.
  6. Select Continue, then To QuickBooks Online!
  7. Double-check your payment method, then select Change Plan. If you need to change your payment method. Select Edit.
  8. Answer or confirm ‌a few details about your business to start using QuickBooks Online.

 

If you'd like to manually switch both products, refer to this article for further guidance: Switch from QuickBooks Self-Employed to QuickBooks Online.

 

Additionally, you can refer to this article to help you create recurring transactions in QuickBooks Online: Create recurring transactions in QuickBooks Online.

 

Let me know if you have other questions about managing invoices. I'm always around to help. Have a good one.