Can I set up recurring invoices

Hi there, @d_n_urquhart.

The recurring template feature is exclusive to QuickBooks Online (QBO). While the Self Assessment feature is exclusive to QuickBooks Self-Employed (QBSE).

We have a lot of QuickBooks plan that is designed for small businesses:

• Simple Start
• Essentials
• Plus

All these versions can create a recurring invoice. Check this link for more detailed information about each version:https://quickbooks.intuit.com/uk/pricing/.

There isn't an option to change a QBSE company over to QBO since they are different from each other. If you need to create recurring transactions, then you'll have to subscribe and create a new QBO company. If you prefer to have the Self Assessment feature though, then you can keep using QBSE, and manually create your monthly invoices.

It's your decision on how to proceed from here on out. Weigh the options I provided and choose what works best for you.

You may also view our Plans & Pricing page to see the different features for each plan.

Have other questions in mind? Please leave them in the comments below, I'll get back to you.