You can switch to the QBO Essentials version, pstrength.
If you're using the Simple Start version, there's no option to create a Bundle and a Delayed Charge. You can upgrade your QBO to Essentials to be able to achieve the steps given by my colleague above. This version has a lesser price compared to Plus.
To upgrade within QBO, you can follow these steps:
- Click the Gear icon in the top-right corner of your Dashboard.
- Under Your Company, select Account and Settings.
- Go to the Billing and subscription tab.
- On the QuickBooks section, select Upgrade.
- You'll see the options for upgrading along with the features and pricing. Select the Upgrade option on the Essentials version.
- Enter your billing details.
- Review the upgrade and the new billing rate, and then select Confirm Upgrade.
Please stay in touch if you need anything else. I'll be around if you have any further questions.
