If you automatically update a loan's balance by downloading transactions
from a bank's website, when you click on "Payment Details" in the Windows
Classic Business & Personal desktop version of Quicken, you won't
be able to actually view details on payments, such as the amount of
principal and interest paid for each transaction. You can change the loan
account's settings in Quicken to stop automatically updating the account
by right-clicking on the account and then selecting "Edit/Delete account"
then clicking on the "Online Services" tab and then clicking on the
"Deactivate" button in the online setup portion of the window. When asked
"Would you like to deactivate this service?", click on "Yes". You can
then close the "Account Details" window. Then, when you choose "Payment
Details", you should see the individual transactions for the account and
you will be able to modify the opening balance, principal and interest
for payments, if needed. If you then want to transfer money from another
account, such as a checking account, as a payment on the loan, you may
not see the account listed as one of the transfer options in the dropdown
list for transfers, but if you type the account name in the Category field
exactly as it appears in the account list and then hit the Tab
key, the amount you specify will be transferred to the loan account.
I needed to upgrade two Microsoft Windows 10 systems running QuickBooks Pro
2011 to QuickBooks Pro 2016 after the Microsoft Windows 10 Anniversary
Update was installed automatically on those systems. QuickBooks Pro 2011 would
stop working after the user tried to proceed past the user name and password
prompt to open the company file - see
QuickBooks 2011 crashes at startup.
I found others complaining about the same problem after the Anniversary Update
was installed. I resolved the problem by updating QuickBooks to QuickBooks Pro
2016, but that upgrade was not without problems as well.
A user reported to me that QuickBooks was crashing when she tried to use it.
When I attempted to start the QuickBooks 2011 program, it would get to the
point where I could enter the username and password, but when I tried to
proceed beyong that point it would stop working with
the message below:
QuickBooks has stopped working
A problem caused the program to stop working correctly.
Windows will close the program and notify you if a solution is available.
If you use a desktop version of Intuit's Quicken 2015 for managing
your personal and/or business finances and have also installed the
mobile application, Quicken 2014/15/16 Companion, on your phone, but
find that certain accounts that are present in the desktop version are
not appearing on the mobile version, then check the
"accounts to sync" settings within the "Intuit ID, Mobile &
Alerts" preferences within Quicken on the desktop system to ensure that
Quicken on the desktop is configured to syncrhonize those particular
accounts with the Quicken app on a mobile device.
I received a call today from someone who reported that she had started
compressing a QuickBooks file, since she wanted to upload the data to
Intuit's site (QuickBooks 2013 provides a "condense" function that is
accessible from the File menu by choosing Utilities then
Condense data), but during the process of removing old entries from
many years ago the company owner needed her to do some work in QuickBooks
so she terminated the compression operation. As soon as she told me
that I suspected she was calling because by doing so the company file
had been corrupted. That seemed to be the case, because she said she
could no longer find any entries in the file for this year besides those
for today. She thought that the QuickBooks data was being backed up to
an external, USB-attached disk drive on her system, but when I checked
its contents I found that the last backup to that drive had occurred a
couple of years ago.
Fortunately the data was stored on a Microsoft Windows system running a
version of Windows that uses Microsoft's
Volume Snapshot Service
, which allows you to simply right-click on a file or folder name,
choose Properties and then click on the Previous Versions tab
and select from shadow copies of the file or folder that were made
previously, though in this case I didn't even need to do that.
I use Quicken 2015 Home & Business to manage our finances. One annoyance
I encountered recently was that when I viewed the details for the mortgage
account, the balance was listed correctly, but on the left side of the screen
where the balances are listed for all accounts, the balance shown for the
mortgage account under the Property section was wrong. The amount
that was displayed was the amount shown for the current balance when I looked
at the transaction display for the account plus the original balance when
we purchased the house. The two balances had matched previously; I think the
incorrect amount under the Property section of Accounts
started appearing with an incorrect amount after I reconciled all of the
transactions in the mortgage account. But even after I unchecked entries to
make them unreconciled to see if that would eliminate the discrepancy, the
discrepancy remained. And that discrepancy resulted in an incorrect
equity being shown when I clicked on Equity when viewing the
mortgage account. The equity was being shown as a negative value, i.e.,
Quicken was claiming I owed more on the house than the house was worth.
I exited from the program then restarted it, but the discrepancy remained.
So I decided to backup the Quicken data file and then perform a repair
operation. So I backed up our data by going to File, Backup and
Restore, then Backup Quicken File. Then, to run a repair
operation, I clicked on File then File Operations. From
that option I could select Validate and Repair, but before I selected
it, I noticed that now the amount shown for the balance owed on the mortgage
was correct under Property in the listing of accounts. It seems
that just performing the backup resulted in the discrepancy being resolved. I
certainly didn't expect that to resolve the problem, but I was glad just doing
that apparently resolved the problem. Quicken was also now showing a correct
positive equity value based on what I had estimated for our home's
current value minus what we still owed on the mortgage.
To locate the U.S. Federal Employer Identification Number (EIN) issued by
the Internal Revenue Service (IRS) in QuickBooks 2011, open the company
file using a QuickBooks admin account then take the following steps:
Select Company from the menu bar.
Select Company Information. The EIN is
in the Company Identification section.
The information can only be viewed or modified from a QuickBooks admin
account.
I wanted to create a new business expense category in Quicken 2014 named
Hardware. But when I created a new expense category, the category
always defaulted to be a personal expense. I could not locate a means to
specify that I wanted the new category to be in the business rather than
personal group and I didn't see any way to change the classification to
business after the category was created. I could put the new business expense
category as a subcategory beneath an existing business category, but that is
not what I wanted to do. There is a way to put the new category as a top-level
category in the business group rather than have it be a subcategory, though,
by first creating it as a subcategory and then changing it.
Click on Tools.
Select Category List.
Click on the Add Category button.
Type a name for the new category in the Category Name field.
Select the Subcategory of radio button and pick a business
category, such as "Supplies (Business)". Add a description if you like.
Click on the Tax Reporting tab and make any changes, if any
are needed, there.
Click on OK.
Right-click on the new category in the category list, then select the
Expense radio button, rather than the Subcategory of one.
Click on OK.
Click on Done to close the Category List window.
The category will remain as a business category after the change.
If you wish to see the list of previously opened company files that would be
displayed inside QuickBooks when QuickBooks is open, but no company file is
open, without opening QuickBooks, you can query the registry key
HKEY_CURRENT_USER\Software\Intuit\QuickBooksCommon\QBFinder
using the reg query command. E.g.:
The .qbw files displayed would be ones you could select by clicking
on them from the "No Company Open" window inside QuickBooks. The
"|23|professional" at the end can be ignored, if you only want to know
the file names and locations. The directory path and file names displayed
can then be used to backup any relevant QuickBooks files to another location
for archiving, for instance, without needing to open QuickBooks.
If you see the following message when you attempt to open a company file
from a prior version of QuickBooks in QuickBooks 2013, which
prevents you from opening the file, you will need to provide a
user name and password for a QuickBooks account that has administrator
level access to the file instead of the account credentials you are
using.
Warning
This company file needs to be updated. Please ask your QuickBooks
Administrator to update the file.
