JaeAnnC
QuickBooks Team

Payments

I've come to help.

 

Let me chime in and share details about upgrading your QuickBooks Online (QBO) subscription.

 

Currently, the Class and Location tracking features are only available in QBO Plus and Advanced subscriptions. If you wish to upgrade, don't worry, your accounting data will remain. 

 

To do that:

 

  1. Go to the Gear icon and select Account and Settings.
  2. Click the Billing & Subscription tab.
  3. Ensure your payment info is up to date.
  4. In the QuickBooks Online section, select Upgrade your plan.
  5. Review the available plans and click Choose plan.
  6. Follow the onscreen instructions to finish.

 

Furthermore, you can create templates for recurring transactions, like recurring invoices. This way, you don't have to manually create them individually because QBO already automates this process for you.

 

Keep in touch if you have additional questions about upgrading your plan. We're always around to answer them right away. Take care, and have a good one!