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Customer Invoices now Showing up Under Property & Debt in Business Section

Not sure if this happened because of the latest update but my Customer Invoices register (which had a balance) moved under Property & Debt in the Business section. The problem is that when I go to receive a payment it says i first need to create an invoice so it is no longer recognizing Customer Invoices properly. I can manually enter receipts but I would rather avoid having to create a new Customer Invoices register. Any suggestions?
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Best Answers
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Quicken_Tyka Moderator mod
Hello all,
Thank you for taking the time to visit the Community to report this issue.
We have been able to recreate this issue and it has been reported to our Development Team to work on a fix.
To be notified of any updates or changes, please bookmark this conversation by clicking the gold star in the top right-hand corner of this post.
Thank you,
-Quicken Tyka
CTP-688~~~***~~~5 -
Quicken_Tyka Moderator mod
Hello all,
Thank you for the responses and feedback.
If you have already installed the recent patch (26.21) the patch will prevent the accounts from moving but will not restore the accounts.
There are additional steps required to correct the accounts, you may either restore a backup from prior to the issue occurring or add a new invoice account and copy and paste the transactions to the new account
To restore a backup up, please see the information available here.
To create a new account, click on the plus sign by accounts and add that appropriate account type.
Then, navigate to the original invoice account and select the first transaction and navigate to the bottom of the account and hold shift to select the last transaction, this will highlight all transactions between these 2 points.
Once, highlighted, please right-click and choose copy and navigate to the new account and right-click once more and choose paste transactions.
You may either remove or hide the previous account.
I hope this helps!
-Quicken Tyka~~~***~~~6
This discussion has been closed.
Answers
Thank you for taking the time to report this issue to the Community, although I apologize that you're experiencing these difficulties in Quicken.
What version/release of Quicken are you using? You can find that under Help>About Quicken.
If you have not already, please see the information and follow the steps available here.
If the issue persists, you may consider restoring a backup from before the behavior began to occur.
https://www.quicken.com/support/how-backup-or-restore-your-quicken-data
Please let us know how it goes!
-Quicken Natalie
At this point I'm going to try and avoid restoring from a back-up. Once the balance clears out i may just create another Receivables account
For me I just want to be able to keep my current "Customer Invoices" account without recreating one as I export to Excel and run my reporting off of that. I don't have a lot of transactions that go through the account so I may just use the register with the hope that a fix comes.
Lower edition levels need to select "Other Asset". It won't show as a business - type account because lower edition level do not have business functionality enabled.
With the new account showing in the Business section of the Account Bar, reset Sync so that a complete new Sync file is uploaded to the server, replacing the current file.
Do note that a full Sync process may take many minutes to complete.
Log out of your mobile app, then do this on your desktop / laptop:
How to reset Sync to Cloud
Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a response.
I have sent you a direct message requesting some more information to investigate this issue further.
Please navigate to the inbox in the top right-hand corner of the Community page and check your inbox.
Thank you,
-Quicken Tyka
I tried adding a new AP account, and it defaults to syncing to the cloud, and as soon as it did, it became a regular liability account also!
I added another new AP account, and did not allow it to sync to the cloud and it remained an AP account, which allows you to use forms to enter bills and payments, select invoices to pay etc.
So, I now have about 100 transactions that need to be re-entered into the new/correct AP account to get back the level of detail I used to have.
QUICKEN - if you're going to break an account by syncing to the cloud, DON'T ALLOW SYNCING TO THE CLOUD.
Anyone know any good way to convert the account type from liability to customer invoice, which seems to be what's different between these 2 accounts?
I tried moving a transaction from the old/now wrong account to the new one, but it changes a bill to a payment!
The Move Transaction doesn't list the new AP account in the drop down option list, so that won't work.
Super frustrating!
> Experiencing this same issue as of this morning (4/25/2020).
that sucks. I ended up having to recreate the Accounts Payable account, then cut/paste each transaction from the broken account into the new one.
It mostly worked fine, but I had to select a transaction type for each pasted item (Invoice, Payment, Credit).
It did recognize the invoices and apply the payments correctly to each one, but took a couple of hours.
Hugely frustrated that this stupid program issue wasted my time in this way.
Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a response.
May I ask that you navigate to Help > About Quicken and provide the release that you are currently running?
Also, if you look to the sidebar on the left in Quicken, what section is the accounts receiveable listed?
Please let me know!
-Quicken Tyka
Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a follow-up response.
This issue has been reported and is currently being researched and investigated.
Please start by restoring a back up from prior to the issue occurring, for steps on restoring a backup, please see the information available HERE.
Once the backup has been restored, please navigate to Edit > Preferences > Mobile & Web and turn the sync toggle off.
Once this is off, please try to update and see if the issue persists.
Please let me know how it goes!
-Quicken Tyka
Thank you for giving those steps a try, although I apologize that the trouble persists.
Please restore the back up once more.
In the restored file, please navigate to the Mobile and Web tab, and choose the Gear located in the box icon "Accounts Enabled on Mobile & Web" and choose "Account Settings"
Then uncheck the invoice accounts so they are not selected to sync and then choose update accounts.
Please let me know if this fixes the issue.
Thank you,
-Quicken Tyka