With the exception of one trans - none will memorize
A few months ago I began having problems with my mem. transactions. I can memorize and then use them to schedule a monthly payment (something that has worked forever until now). When I close Quicken and start up again all but one of the transactions are memorized.
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We had a similar problem a few months ago when I took a 1TB hard drive to a friend for him to test. He tried everything he could but none of his machines or software would open it and some didn't even recognise it. He couldn't even format it so we could start again.
Finally in desperation he tried his sister's laptop and bingo everything worked as it should. The difference was his machines were all on 32 bit software but the laptop used 64 bit.
I have the same problem. I've been using automated transactions / automatic posting for 20 years, and one day - poof - they stopped working. I deleted all transactions, and entered them as brand new. Still doesn't work. I want my mortgage ENTERED IN THE REGISTER 10 days in advance so I can forecast the balance that far ahead. Getting an "overdue notice" on the quicken screen on the first of the following month is not helpful...!!! I have not been able to solve this. Yet another reason to TURN OFF AUTOMATIC UPDATES to all software. THEY think they know what's best for us. Highly unlikely...
Don't worry about the sales receipts. You have a bigger problem at hand. The reason it is bringing up pieces of old data is because you are nearing your limits in the program. There is a a limit in lists in QBooks (Customer names, vendor names, employee names, other names add them all up together) that when you get close to exceeding it the program starts to randomly purge data. It does things like deletes some things on an old deposit, or deletes some of the invoices already paid for by a payment posted and sometimes it deletes the customers main information (address ect.). When it randomly purges transactions that are linked with others then the records begin to error out. This will continue until the program stops loading and locks up completely. There are many ways to solve the problem. Some people keep one year of accounting records in each company file and begin a new file with the new year. You can consolidate names (go through your inactive entries on all lists and see if there are duplicates you can merge). I would try and clean up as many as possible by consolidating and merging and then use the verify data feature under file and then utiltiies and follow the instructions to very the integrity of your file. If it passes then you can try and archive previous periods again.
you should not do that.... you should keep the transactions in the account were it belongs.
maybe you transfer some funds from the old to the new account? that should make the link between the accounts, but that does not mean that now all the movements in the old account are part of the new account.
you can have more than one account in your quick books.
but, if you really want to do it, instead of move the transactions, consider just changing the old account information, to match the new one account, and all the new transacctions will arrive to the same account.
You have to create a different item for each charge. eg maintenace fee, garbage collection, assesment etc. You bill each client with the diferrent items. You can have QuickBooks automatically charge for recurring items by memorizing the transaction. www.cpahispano.com
One it is most likely you are getting communications errors while Pc Charge is dialing out which I am assuming you are using DIAL up. You need to upgrade to Version 5.7.1 or above and then use dial or highspeed connection.
When the software dials out to the bank for approval while that process is going on your communication drops and then PC Charge will have no way of recording the Approval back. So in turn you are running it again where the approval for the first sal e was already done but the response was not captured. Your bank can put duplicate trans stops on the front end. Make sure you upgrade to the newest version.
What you are looking for is memorized transactions. Double click on each item that you want to recur on a regular basis, click on edit, click on memorize, go throught the window setting up frequency etc, save and close.
You can do this with invoices, bills, checks etc.
there is nothing problem with the quick books or your bank account , this months begining balance doesnot match because you have done something(edited) with the cleared or previously reconciled transactions which adds up to the balance and shows more. just find the old edited in the list of reconcilation and reconcile as usual. u willl be alright
If you do not want your statements to reflect any payments, go to the top of your tool bar, click on Edit, go down to "Preferences", find the "Sales and Customers", go to "Company Preferences", and at the bottom you have the option to "Automaticly apply Payments", make sure that is not checked.