Unable to Create Vendor Bill or Customer Invoice

When I try to Create a New Vendor Bill or Customer Invoice in Home & Business, I get message "You first need to create a Bills/Payables account." But I have all accounts setup - it just isn't recognizing them. If I do setup a new Payables account, it doesn't recognize it either.
Been using Home & Business for 7 years. This is my first major problem that Quicken chat and phone help could not find a solution to after 4 hours of trying. Anyone have any suggestions? Rob

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Answers

  • Hello @Rob Aird

    Thank you for taking the time to visit the Community to report this issue, although I apologize that you have not received a response.

    I have a few questions to help me understand what could be causing this behavior.

    First, please navigate to Help > About Quicken and provide the release that you are currently running. 

     May I also ask that you please confirm where the Quicken data file stored? If you need assistance in locating the Quicken data file, please see the link below

    https://www.quicken.com/support/how-find-quicken-data-file-quicken-windows

    Do you see any mention of Dropbox, iCloud, or One Drive in the file location? Saving the file to a cloud drive may cause issues like what you have described.

    Please let me know!

    -Quicken Tyka
    ~~~***~~~
  • Rob Aird
    Rob Aird Member ✭✭
    Thanks for your response Tyka,

    I have Home & Business R25.24 - Build 27.1.25.24

    File location does show OneDrive.

    Hope you have a remedy. Unable to do many business transactions at present.

    Cheers

    Rob
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