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JillianLaqua
August 12, 2020
Question

Loan Manager Set up Payment

  • August 12, 2020
  • 2 replies
  • 0 views

Hello

I am using Quickbooks Desktop Pro 2020

When I go to my "Loan Manager" to record a scheduled payment (which it has never reminded me to do) I select my loan, go to the "Payment Schedule" tab and click "Set up a Payment". I verify that all the information is correct, choose to "Enter a bill" and nothing happens, there is no recorded ins or outs in my accounts (although in the loan manager itself it deducts the appropriate amount from the loan). I tried also to "Write a check" to the same effect.

Please advise on how to proceed.

2 replies

AddieC
AddieC
August 12, 2020

Hi there, 

 

QuickBooks Loan Manager helps you calculate interest and payment schedules. This is such an awesome tool to take advantage of, as you can track new and existing loans, make repayments, and compare loan options. I'd be happy to shed some light on why you may not be seeing any "ins-and-outs" when you choose to enter a bill. 

 

In this situation, it's important to make sure all necessary accounts are set up correctly when entering a bill/cheque. Selecting the correct accounts is essential for this workflow. If you're not sure whether or not you've set things up correctly, I'd suggest consulting with your accountant. 

 

If you're not yet connected to an accountant, you can find one in your area here: Find a ProAdvisor. 

 

If you've confirmed that all of your accounts are set up and selected accordingly and you're still running into issues, I'd recommend contacting our support team so an agent can investigate this further for you.

 

Have a great day.

J
JillianLaquaAuthor
August 13, 2020

It was working up until this month (but, again, the 10 day alert function never worked) when when I tried to make a payment. Last month I upgraded from the 2019 version to the 2020 version.

AddieC
AddieC
August 13, 2020

I see what you're saying JillianLaqua. In this case, I'd encourage you to reach out to our tech support team so an agent can investigate this further. It's my goal to ensure you're receiving the proper advice so you can get back to work. I'm confident that our agents will have this sorted out for you in no time. 

B
bscharp
December 30, 2020

This is happening to me too, and the payments/bills are just moved along but nowhere to be found in the books. but now it shows as the payments are not upcoming. This is a big problem obviously.

Were you able to get it fixed?

Rebecca R
Rebecca R
December 30, 2020

Hi there @bscharp and thanks for joining in on this thread. QuickBooks Desktop is equipped with a ton of handy features and I know that when they don't work as expected it can take more time for you to get back to business. If you've tried the suggestions shared by @AddieC above and are still not having success, It's possible that there's damage to the data in your company file. This can easily be resolved by following the steps in the article below:

 

 

If you're still unsuccessful with making use of this feature, please consider reaching out to our support team. With the help of a screen share, an agent will be able to help you get to the bottom of this so that you're able to use QuickBooks Desktop as expected. 

 

I wish you all the best in the New Year! Have a fantastic day.

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