Skip to main content
L
LindaTMI
October 3, 2023
Question

transaction out of balance

  • October 3, 2023
  • 1 reply
  • 0 views

Is anyone else having issues with entering checks, bills, credit card receipts where it tells you the transaction is out of balance even though it is not?

1 reply

JessT
JessT
October 3, 2023

Hi LindaTMI,

 

In QuickBooks Desktop, if you encounter a "transaction not in balance" error where the combined amounts in the Expenses and Items sections do not match the overall total, you can follow these steps to resolve the issue:

 

  • Double-check Amounts: Review the amounts entered in both the Expenses and Items sections of the transaction. Ensure that they are accurate and entered correctly.
  • Recalculate: After verifying the amounts, click on the Recalculate button. This will prompt QuickBooks Desktop to recalculate the total based on the updated amounts in the transaction.

By double-checking the amounts and then clicking the Recalculate button, you can rectify the transaction not in balance error in QuickBooks Desktop.

 

If the issue persists you can do the basic steps like updating QuickBooks and running the Verify and Rebuild data utilities.

 

You can always go back to this thread if you have any other concerns. Take care and have a good one!

L
LindaTMIAuthor
October 3, 2023

Yes, that's how it should happen... it just isn't right now.  When I click on Recalculate it is now doubling the amount at the top and continues to tell me the transaction is out of balance.  I just finished a chat with QB and was told they are aware of the issue and are working on a fix.  Hope it gets fixed soon as it is very inconvenient right now.

I have spent the last few days updating, verifying and rebuilding several times trying to get this to work.  The rebuilding makes it so it works for one or maybe two transactions and then I have the same issue all over again.

At least QB knows about it.

    JessT
    JessT
    October 3, 2023

    Thank you for coming back with an update, LindaTMI.

     

    I've seen the tracker with ticket number INV-93573. Rest assured that our engineers are working on this matter and provide updates as soon as possible. I appreciate your patience and understanding while we work to address this issue.

    Terms & ConditionsAccessibility statement