QuickBooks Bugs – What is Bugging You?

Written by Charlie Russell

Any software product is going to have bugs – it is almost a given. Software is complicated, and when you have to work with a wide variety of operating system versions, types of browsers, types of networks or devices, and differing end-user expectations, life for a software developer can be very complicated. I’ve been there! So, let’s talk about bugs in QuickBooks.

I like to make a distinction between different types of “bugs”. Keep in mind that I’ve been involved with software development (both as a programmer, analyst and product manager) for many years (never mind how many…) and I’ve seen many different definitions of what a “bug” is. Here is how I am breaking things down this time around:

  • Implementation Bugs: Hey, you said 1 + 1 = 2, but the program was coded incorrectly and the program is trying to tell me that 1 + 1 = 3.4. That is easy to call a bug. Some are big show-stoppers, some are minor irritations.
  • Crash and Burn bugs: I try to create a sales order using this template, when I save the sales order I get “unexpected error xyz” and the program terminates. Yup, that is a bug.
  • Interpretation Bugs: To me, the phrase “Quantity to Ship” means the amount of the item that I have on hand that I can ship, because I have enough of them here to send out, regardless of how many you asked for. To someone else that may mean how many you would like to ship, the total quantity you asked for, regardless of what I have available. One of us right, the other thinks the program has a bug. It all depends on how you interpret the phrase.
  • Oversight Bugs: Well, sure, we said this inventory report will list the total value of your items, but we forgot to include the inactive items that might still have some value. We didn’t realize that those should have been included!
  • I really want this to work a different way bugs: You gave me this memo field in an invoice, but I can’t get that to print on the invoice. I really want a memo that I can print on the invoice! Sure, you didn’t plan on it working that way, but it is the way I want it to work!
  • Why don’t you do what I want bugs: I need classes in my item records so that when I invoice the item it automatically uses that class in the invoice. Sure, it’s not a “bug” because you didn’t say that it would work that way, but dang it I really need the program to work that way!
  • Data Corruption bugs: Programs work better when they have the data that they expect. If something clobbers the data, damages or “corrupts” it, the problem may have been caused by an outside force that isn’t the fault of the program. However, how does the program handle things when it comes across corrupted data? Does it scream and throw up it’s hands and says “unrecoverable error”? Does it ignore the problem and just give you incorrect results that you don’t notice? A good program shouldn’t do either of those, and if it doesn’t then that is a bug. A great program will not only handle these problems gracefully, it will also correct them for you (or at least provide you with the means to correct the problem). A bad program is one that creates the corruption itself…

There are probably a couple of other categories, but hopefully you get the idea. Some things are truly a bug – the program doesn’t do what it says it will do, or the program crashes. Some things are a matter of interpretation or need – the program does what the developer says it will do, but I think it should work a different way, or I have a different need than that, or I need something more than that. If a program just doesn’t go far enough, if it isn’t doing some function that you need in your business, I don’t usually consider that to be a “bug”.

And, given the complexity of modern accounting procedures and the current state of computer technology, I don’t expect any program to be totally bug free. Bugs are going to happen, they are a fact of life. What is important is for your software to have a minimal number of bugs, that the developer has a mechanism for recording bugs, and that the bugs get fixed (and that the fixes you release don’t introduce new bugs).

So what I would like to do is to try to start building up a list of “bugs” in QuickBooks. Let’s focus on the U.S. versions for the Windows Desktop. Let’s try to avoid the “it really should do this but it doesn’t” situation, and focus just on things that are truly broken. And, let’s stick with the 2012 version if possible, since that is the latest and greatest.

Leave a comment on a bug that you know, I’ll try to compile them into a list and we’ll track how well Intuit deals with them.

Kick Start

I was looking around in my computer to see if I had a list of known bugs. When I go to conferences I meet with other ProAdvisors and we always talk about the bugs that everyone knows – but I have found that I don’t write these down so I don’t have a list. So, to get things started, here’s a bug. Not a show-stopper, but it looks to me like the program isn’t doing what it says it will.

Look at this setting in the Send Forms preferences. I’ve selected the “Overdue Invoices” form, and you’ll notice that there is a “Dear <First> <Last>” setting at the top.

QuickBooks Send Forms Preference

I go to the Collections Center and see that there are some customers with overdue invoices. I’ll send an email to them!

QuickBooks Collection Center

However, here is the invoice message in Outlook, with no “Dear” salutation:

QuickBooks Overdue Invoice email

There isn’t a salutation here, and if the client does reply to me I don’t know who this came from other than by trying to look up the email address. Now, to me, that is a bug. The preferences say that it will include this information, but the program doesn’t. Not a terrible show-stopping crash of a bug, but if it was fixed it could really save me a lot of time and hassle.

So, tell me, what is bugging you?

About the author

Charlie Russell

Charlie Russell has been involved with the small business software industry since the mid 70's, and remembers releasing his first commercial accounting software product when you had an 8-bit microcomputer with one 8 inch floppy disk drive. He has a special interest in inventory and manufacturing software for small businesses. Charlie is a Certified Advanced QuickBooks ProAdvisor with additional certifications for QuickBooks Online and QuickBooks Enterprise, as well as being a Xero Certified Partner. Charlie started blogging about QuickBooks in 2008 (Practical QuickBooks) and has been writing for the Accountex Report (formerly the Sleeter Report) since 2011. He retired from accounting and QuickBooks activities in early 2018.

Visit his CCRSoftware web site for information about his QuickBooks add-on products. He is also the author of the California Wildflower Hikes blog.


  • I’ve been chirpping about this one for many years. Why can’t I print out a ‘Bill’ that looks like it does on the screen like I can an ‘Invoice’? I have to use a Screen garbber program to do it. oversight…?

  • About half the time that I’m in Add/Edit multiple inventory items, the system crashes. Often this happens when I am trying to save my changes, and has occured 2-3 times in a day.

    • Lori, what QB product (version/year/revision) do you have? If you aren’t relatively up to date then you are more likely to see it. If you are up to date, then we have something to go on…

    • does your QB data file pass the verify & rebuild test? I had this exact same thing at a clients, but his file was corrupt. He wouldn’t fix it on my watch, and I’ve never had a chance to test this again.

      • Charlie – it does say R8P. Madeline – I do a verify every couple of days when I do a QB backup. Haven’t rebuilt for a while, so I probably should today. Of course, since I wrote the original post, it hasn’t happened to me!

        • Lori, I haven’t seen this as being an issue that a lot of people run into. You might try the R9 update, as it fixed a bunch of “crash” issues, but they didn’t list this particular issue as one explicitly being addressed.

  • This one doesn’t happen all the time, but I have definitely seen it –

    With Enhanced Inventory Receiving turned on, the Balance Sheet may not balance, and the discrepancy can be traced to the Inventory Offset account. When you drill down on this account, the details do not support the number shown on the Balance Sheet.

    The Verify Data utility does not show any errors.

    FYI – If this happens to you, run the Rebuild Data utility anyway, and it should fix the problem!

  • Inactive accounts (even with a zero balance) continue to show up when a General Ledger is prepared and printed.

  • In QB Premier Mfg and Wholesale Edition 2012, when I do an inventory Build or adjust quantities, I want to be able to print what I have done, but can’t. That’s in the “why doesn’t it do what I want it to category”. Also, as a food manufacturer, it is not completely straightforward to build a batch since sometimes I will get 153 bottles from a batch and sometimes 156. Same ingredients, some gets wasted in the bottling line. My workaround is to build a batch of product, then build the bottles from it and then do an inventory adjustment to remove what’s left of the batch but that always messes with my cost of goods. I would LOVE some kind of way to deal with that – I can’t be the only one who has this problem.

    • Varada, with Enterprise 12 you have a “print” button that lets you print a “Build Assembly” report similar to what you have in an invoice (etc), and you can customize the form to a small degree.

      For adjustments, when looking at the adjustment you can press Ctrl-Y to get a transaction journal – not exactly what you want, but it is helpful sometimes. But I agree, something better is needed for some businesses.

      Yield is a tough one, and you are right, QuickBooks doesn’t do that. But if you do a quantity and value adjustment, where you adjust the quantity but leave the total cost unchanged, you can enter the updated quantity without changing the total value, so COGS would be accurate when you sell those items later (unless you are using FIFO, which complicates this).

  • This comment falls under the “why don’t you do what I want bugs”. My wish list would include a “drop-down” field above a check register, that with one click (ok, maybe two) will allow me to switch to another check register. The “register” icon is helpful, but many clients are not fond of the icon bar…..and I truly would prefer this feature atop the check register itself. Thanks Charlie, for the opportunity to create a true bugs/ideas list!

    • Beth, like the bank account dropdown on the Write Checks window? In the meantime, if you open the Write Checks window, select the account you want, and press Ctrl-R for “register”, you can get the register easily. Then click back to the Write Checks window and select the new one, and press Ctrl-R again…

      • Yes, I have some frustration while inside the check register….I feel it should be an option to quickly toggle to anther bank account via a dropdown menu (for example, at the top of the check register itself). I use the dropdown menu to change accounts while writing checks, but feel that we should also have the option inside the check register window. Thanks!

  • In online edition, if you chose to turn off the preference, “Automatically apply credits”, it still puts check marks by the oldest invoice.

    I have a client who’s new to this, has a really complicated payment process for his export business, and needs it to not check anything automatically.

    I just called Online and they said it works.

    I tested it on my own QB Online setup, and it’s not working for me. I tried logging out and back in, naturally. Am open to suggestions if this is not a bug?

    This is a sorely-needed forum, so thanks, Charlie.

  • This is a “I want you to work another way” bug. In QB Enterprise Mfg and Wholesale, the Sales Fulfillment worksheet only allows for PRINTING sales orders, not CONVERTING sales orders to invoices to be printed! I can’t help but think that I’m not alone in wanting to actually FULFILL sales orders using the sales order fulfillment worksheet. While some shops may in fact need to print the sales order at this point, why force us to (a) print the sales orders, (b) close the fulfillment worksheet, (c) place the stack of printed sales orders on my desk, (d) open each sales order in QB, (e) convert it to an invoice, and (f) print the invoice to be shipped with the filled order.

  • Where to begin!
    I will try to keep my list to things that are “truly broken”. But truly broken is somewhat subjective. If an important feature is missing or has shortcomings, then IMO, it is broken.

    1)Item number length is 31 characters. Only 23 to 26
    characters can be seen in the Invoice/SO/PO drop down

    2)Item number does not fully display in Item List’s Edit Item screen.

    3)Print is missing from Enter Bills screen.

    4)Print is missing from Adjust Quantity/Value on hand screen.

    5)SO/PO column width cannot be changed if backordered is displayed/printed.

    6)Prevent non-admin users from going into single user
    mode, locking out entire company.

    7)Prevent non-admin users from making Items and Customers inactive.

    8)Fix lot number receiving so more than one lot per PO can be received.

    9)Fix lot numbers Build Assembly so more than one lot number can be issued per assembly build.

    10)Add Average Unit cost to Item List. The Item List has everything but this one crucial piece of information.

    11)There is not one report in QB that displays the correct 5 decimal average unit cost. On reports, increase the average unit cost from 2 decimals to 5 decimals. Sales unit prices are reported in 5 decimals, why not inventory/cogs?

    12)Some Sales Orders that are 100% invoiced, with no Backorder remaining, continue to show up on the Open Sales Order report.

    13)Adding Ship-To significantly slows down some reports, and corrupts the exported excel report.

    14)Improve the Audit Trail by providing a Log of user changes to Lists, log in/out times, etc.

    15) In Multiuser mode, users often get locked out of QB because one user is performing a task (such as modifying/creating a Purchase Order). Only fix is to locate the user that is locking everyone out and have the user log out of Quickbooks.

    16)Provide warning when duplicate journal entry numbers are used.

    17)Memorized reports all too often become corrupted, and have to be recreated from scratch.

    18)Fix inventory rounding issues when converting different unit of measures, such as square meters to square inches.

    19)Entering a Class or customer on the first line of a journal entry will incorrectly be repeated in the general ledger on all the remaining lines of the journal.

    20)When running the “Journal” report, and Filtering on one journal entry Number, only the first line of Journal entry will show on the report. All other lines are missing.

    21) Advanced Inventory continues to produce errors (example – Item site rec num 2111 qtyOnPO does not match (item 727, site 8)) Only fix is to Rebuild.

    22)Cannot modify the column widths of the “General Journal Transaction” report.

    23) In Enter Bills, the payment terms will not carryover from the vendor file if “Receive Inventory Without a Bill” is first used,
    and then later “Bill Received” is checked.

    24)Customer Ship-to-Address entry screen does not work well with long international addresses. QB often overrides the City/State/Country etc. and incorrectly enters data into the wrong boxes, which cannot be manually fixed/overwritten.

    25)Company Snapshot by Customer recent Sales invoices display wrong/old sales invoices.

    26)Doesn’t condense file still have bugs?

    27)Provide option to prevent negative Site inventory in Advanced Inventory.

    28) Provide option to disable the default “Billable?” check mark on the Enter Bills screen. Why am I forced to uncheck this every single time?

    29)Add average unit cost to the Modify Reports menu (the average cost that was posted to the general ledger).

    30)Fix sales tax by assigning sales tax rate to Ship-To address/customer, not bill-to address/customer.

    31)Improve User Roles, and how users have access to data and reports. Current User Roles options are way too inflexible.

    32)Fix the bug where Microsoft Japanese Language Pack creates corrupted/missing data throughout QB.

    33)Fix the bug with Sales Orders and Purchase Orders when the Backordered Qty is added to the Template, the column widths can no longer be adjusted.

    34)Add Item description to many reports, such as Statements, Sales by Item Summary, Profitability by Product, etc.

    Even though I enjoy using QB, there are just too many annoyances/bugs/deficiencies that never seem to get fixed.

    • Great list, Cliff! I have a few comments:

      #3 you will get in 2013 probably, as it is currently an option in the Premier Plus version. Plus updates usually become available to everyone else in the following year (see it at https://www.sleeter.com/blog/2012/03/quickbooks-2012-r8-released/)

      #10 is a tough one, because the Item List view is not date sensitive, but the Average Cost IS date sensitive. But we can argue about that one back and forth quite a bit without resolving things.

      You’ve got an extensive list, some bugs listed that I hadn’t come across. I’m going to have to dig in to this…

      • We have a program that puts the average cost in a custom field on items. This custom field can be added to the item list and sales transactions. The program can be run as often as needed to update the average cost value. This program is at

        • Thank you, Karl. I still have some qualms about that, since the average cost is date sensitive, so the value you copy over might not match the transaction cost. You have to be careful with how you trust this figure.

          • The value we copy over matches the current average cost (at the time of transfer) exactly.

            I think customers are smart enough to understand that they need to run the program to get the latest average cost.

    • I disagree with #6 & #7.

      I see that logic for someone clerical, but in my business it’s useful. Client’s always setup themselves as “admin”, with a secret password, but I’m the one doing the heavy lifting. It was a tug of war game before the “external Accountant” user addition. I need single user mode to do my job. And ditto #7.

      • I agree with you. What I meant to say was give the Admin the OPTION, via the User Roles, to allow/prevent a specific user from going into single user mode, and/or making things active/inactive. We need the OPTION. Right now there is no option.

        6)Provide Admin the option, via User Roles, to prevent non-admin users from going into single user mode, locking out entire company.

        7)Provide Admin the option, via User Roles, to prevent non-admin users from making Items and/or Customers inactive.

  • Hi Charlie,

    Here’s one of my bugs:

    In the customer record, you can select the Preferred Send Method for a Customer. As you know, the options are: E-Mail, Mail or None.

    When you create an Invoice for someone with a Preferred Send Method of E-mail, I would expect the “To be e-mailed” box to be checked. And it is.

    Similarly, if the Preferred Send Method is “Mail”, I would expect the “To be Printed” box to be checked, but it is not.

    This to me, is a bug.

  • I wish QB had a command to copy a budget, instead of the annoying export, edit, and import process that’s needed now. Also, it would be nice to see whether the income and expenses in a budget produce a profit or loss for the budgeting period — right in the budget window — instead of having to run a budget report to see it.

  • Hi Charlie,

    I’d like to add the “Inconsistency Bug Species” to your entomological classifications. I.e., this bug appears when every other member of the species acts in one way, but the “inconsistent” bug flies in an opposite direction!

    A good example: In every other report that I’m aware of in QuickBooks, if the element (e.g., account, payroll item, etc.) has a balance within the time frame covered – it displays on a report. Doesn’t matter if it’s been inactivated or not. BUT on the inventory valuation summary, if an Item has been inactivated, it just disappears. So the detailed List of Items and related financial info no longer agrees with the G/L. This creates LOTS of extra work when it’s time to provide support to external parties (e.g., bankers, auditors, etc.). Then, to add to the issue, let’s imagine that a clerk inactivates an Item. It just disappears off of the report… Management can’t even see it any longer. That just seems like a great way for someone to walk off with inventory without anyone ever even realizing that it’s gone (at least for a really long time).

    Seems like a really big ‘hole in the mosquito netting’ to me!

    PS-I’ll wait until you look at the Enhanced Inventory Receiving series of issues I posted about in a different blog before repeating it here.

    • I’ll accept your addition to my list of bug types, Diane…

      The Client Data Review tool has a feature to catch inactive items with a value, but I agree that they should at least give us the option to include inactive items via a filter, in this report.

  • 2 bugs I posted about in Charlie’s June 4, 2012 Enhanced Inventory Receiving Blog should be fixed in the next release (per discussion with Tier 2 Intuit people today). Yaaay!

    • Thank you, Diane – but one caution. What Tier 2 Support says on “release dates” is not certain. Often Support will say this, but they don’t set what actually gets done or released. A fix could be delayed for a variety of reasons. And, who knows when that next release will come? As we get into the summer months, update releases tend to take a back seat to the new year’s product. But, getting them to recognize the problem is the first step…

  • Mine is Mac-related, since so many of my clients use Macs. For some reason some reports do not allow you to double-click on lines in a report. This is especially annoying for the Sales Tax Liability Report and actually a real problem. Sometimes I port the file over to my PC to get the information, but the conversion does not always work, especially with older files.

  • Here are some items I would like to see corrected/added:
    1. Financial & other reports should have capability for partial expansion/collapse at the subaccount level. Even in Enterprise 11 it’s either total expansion or collapse.
    2. Cash Flow Reports should have the capability of “rolling up” accounts to changes in major categories such as A/R, inventories, and prepaids. I guess this can be done in Statement Writer.
    3. In Enterprise Edition, combined statements don’t allow for elimination of intercompany accounts.
    4. It would be nice if 1099 wizard didn’t require the mapping of accounts. Would love to see “Mark box” feature for indicating which 1099 box to check per vendor to save time. (contractor/attorney/medical)
    5. Void check feature doesn’t bring up window prompting adjusting entry into closed period if check was written through Bill Pay and coded to A/P. It only adjusts for checks written to expense accounts.
    6. Inventory shouldn’t be allowed to go negative and screw up COGS.
    7. Printed bank reconciliations should default to only include transactions through reconciliation date. I realize there’s a work-around, but it doesn’t always work & in the meantime we’re killing trees.
    8. Downloading bank transactions from file (not online banking) doesn’t have drop down menu for Transfer option. Just deposit or check. Client wants to ditinguish Transfers between ZBA funds for visibility, so we have to go back and change these entries.
    I know there’s more but thanks for this forum to get Intuit’s attention.

  • A bug I have experienced. I think this falls under “data corrupt bugs”. Balance sheet Total Assets & Total Liabilities & Equity does not match. Sometimes you can get out of the balance sheet report and go back in and it corrects itself or close and open the QB file. Sometimes that does not fix the problem and you have to rebuild the file. Rebuiding does not get rid of the problem.

    Our experience is once the balance sheet corrects itself each time an invoice is created it occurs again and you have to do the above to correct.

    One client appears this occured after archiving their files.

    Once this corruptions occcurs this happens all the time. And continues to be a problem.

    One client sent off file to tech support and they found the error and fixed it but it then came back.

    This is a very helpful forum, thank you.

  • Wishlist from a sysadmin’s viewpoint (who’s also a non-accountant Quickbooks small-business end-user):

    1. Installation of Quickbooks, its add-ins, its updates, and its add-ins’ updates, need to be able to be automated and unattended. Intuit and various IT forums have lots of frustrated admins posting about this. My view is that Intuit is deliberately sabotaging administrative installation.

    2. Volume licensing. In particular, allow more than 5 simultaneous sessions on a Terminal Server with a volume license. Limit connections to a specific database; not QB sessions.

    3. All QB Premier Editions need to be installable on the same (terminal server) computer simultaneously.

    4. Maintenance Release auto-update needs to be able to be administratively disabled.

    5. QB should be administratively-configurable to terminate all processes on exit when it is known that local hosting of the QB file will never happen.

    6. Folder in which QB data files are stored should be able to be preset by an administrator.

    7. Use SQL Server Express (or optional SQL Server, if available), not SQL Anywhere, for a HUGE performance, capacity and reliability improvement.

    And beyond enterprise lies the cloud:

    1. Return to the days when Intuit encouraged hosting QuickBooks. Intuit needs to be cloud-friendly instead of cloud-hostile. And I know about the QB Hosting provider program…it is an expensive, thinly-disguised barrier to entry that no other software vendor I’m aware of has.

    2. QB Enterprise version doesn’t cut it…data files aren’t downward compatible with non-Enterprise QB, and its database is limited to a puny (if I recall) 45 simultaneous users. But a “Hosting” version that uses a SQL database back-end to support 1000s of simultaneous users, can export to consumer QB files, and per-user/per-month service provider licensing would be welcomed by the hosting community. Most of them serve the micro-businesses and small businesses that QuickBooks targets.

    • Thanks, Jeff, for providing a different perspective.

      To be honest, I doubt that many of these suggestions for improvements (you provided a wish list, not a list of bugs) will happen with QuickBooks Desktop. They are going to ride out things using the current technology, and any real innovations will be in their cloud based products. But, that is just my opinion.

  • This is a “I want you to work another way” bug. Primary and secondary companies open at same time (2011, 2012). Whenever I open the second company file, it closes the primary! Why!!!

      • I can successfully re-open the primary after it is closed, so in the end I do have both company files open at the same time.

        This is on my Windows XP machine, I’ll try it also on Win 7 laptop to see if any different behavior.

  • 1. Deposits and retainers should be easier for client to understand.

    2. Posting one customer payment/check to multiple jobs open for that customer and transferring credits between jobs shouldn’t be so hard.

  • @Jeff re: SQL Server, yes, that would be great but very unlikely to ever happen. As an “add-on” vendor, I’d be happy to see an fully open true ODBC driver for fast READ only applications.

    @Charlie, when you’re done with the QB bug list, you can start on the SDK bug list 🙂

  • Not sure it is considered a “bug” but I am annoyed that when you duplicate a journal entry and QB also duplicates the journal entry number rather than updating it with the next sequential number.

  • 1) Should be able to Enter Bill/Pay Bill AND pay by direct deposit. Currently, you can only Write Check and pay by direct deposit. I don’t setup ANY of my clients on a cash basis for accounting purposes, and this feature, or,lack thereof, doesn’t allow for proper accounting.
    2) Should be able to enable, or disable, the “billable” feature as a preference. Not just for entering bills, but for timesheets, and entering mileage.
    3) User restrictions on the ability to setup Chart of Accounts, Items and Payroll Items.
    4) Add a “Class” option to the account prefill screen under Vendors.
    5) Have proper column size for printed Bank Reconciliation. Currently, it cuts off important information such as Number and Name.
    6) Fewer restrictions to ADMIN when in a multi-user environment. Having to wait, or kick everyone off, to sort a list, merge an account/customer/vendor, and almost everthing else, is ANNOYING, and disruptive.
    7) EVERY report should be able to be sorted and subtotaled by quantity and amounts.
    8) Credits and discounts – enough said. They are their own transaction, should not net against another transaction, should appear the same as a bill on the pay bills screen and not be invisible until you highlight a vendor bill that has a credit. They should print separately on stubs and reports. You should be able to modify a transaction without having to delete it.
    9) Multiple colums such as on an Invoice that can calculate on the preceding column. Example: 2 buses, times the mileage, times how many routes.
    10) USEFUL “other” headers and columns, and more of them. OR, more defined user fields.
    11) Text fields that can be added to a template and then edited per use.
    12) Use Tax. Instead of the elaborate work around that most of us currently use, a “proper” system designed way to record and report Use Tax.

    I’ll have more, but that’s what I can come up with for now…..

    GREAT question(s)! Now, if we could just get solutions!

  • I just recently discovered what could be another bug while working in the 2012 Accountant’s Edition (release R9P) doing something I had not needed to do in prior versions.

    When entering debit card charges and electronic bill payments in my personal QB file I use the number YYYYNNN where YYYY is the year and NNN is unique incrementing number starting with 001 as the unique number for the first entry of each year This allows the number of the last entry in a year to indicate the count for the year.

    Normally if I need to print an actual check using my check stock it is a bill payment. When I record a bill payment and indicate that I want to print the check QuickBooks assigns it the next printed check number or if I tell it to assign the number (e.g. for an eletronic payment) it uses the next unique number.

    Later when I use the Write Check screen to record a withdraw the next unique number is filled in, not the next number for my printed check stock regardless of which check number range was used for the bill payment.

    Rencently I have developed a need to print some checks that are not in payment of a bill. When I fill out the Write Check screen, check the the To be printed box and click the print the check is assigned the correct next number for my check stock.

    However the next time I go to enter a withdraw in the Write Check screen the To be printed box is checked. When I uncheck it QuickBooks does not fill in the next number for a withdraw. Instead it places the text To Print in the check number box forcing me to look up the last number in the appropriate register and manually enter the next number.

  • I see many instances where the accountants copy changes can’t be imported into the client’s file. The accountants changes file is encrypted and can’t be changed. It would be helpful if this file could be printed to excel, text or XML and modified to eliminate whatever problem is preventing the changes from being imported.

    The Inventory Valuation Summary report should include inactive items with quantities or amounts.

  • QB Enterprise 12. FYI Rare but possible: Be careful when turning an Item Receipt into a bill, where it has partially received an item on a Purchase Order. If you click the Attach button before you save it – to link a document, it is possible for it to do a quick save of the Bill with an altered line item (from another Item Receipt) and saves the transaction out-of-balance. You won’t have the problem if you complete the conversion to Bill first, saving it manually, then hit Attach and link the document. Already sent up the chain at Intuit.

    • This was a major issue for months until we figured out what the problem was. Advanced inventory (multi-warehouse) makes the issue worse. On partial receipts of blanket POs, transactions are left out of balance AND Quickbooks receives the entire PO into the incorrect warehouse. The cleanup is onerous, and a rebuild is required. QB support was not aware of the issue a month ago, even after showing them the telltale error ‘qtyOnPO does not match’ in the log file. The solution is simply to hit the save button before attaching a document, but you have to remember. I hope this is fixed in the next release.

  • Another design flaw/bug/deficiency.

    When an Invoice is created from a Sales Order, all the Sales Order line items are transferred to the Invoice. Even SO line items that have zero backorder, and have been previously invoiced, are transferred to the current invoice.
    Example – If there are 50 line items on a Sales Order, and we only want to ship/invoice 1 line item, all 50 Line Items are transferred to the invoice. We have to manually delete 49 line items.

    QB should let us choose which line items we want to ship/invoice, and QB should ONLY transfer those line items we want to ship/invoice. Forcing us to delete line items from an invoice makes no sense.

  • Hi Charlie,

    Here is the one we spoke about at SNH:

    This is Bug.

    Reclassify Transactions via Client Data Review does not respect the set Closing Date.

    If you have a closing date set and then use the Reclassify Transactions tool to reclassify transactions from the closed period, it will just let you do it with no warning and no requirement for the closing date password.

    Under your classifications, I would say this is an Implementation Bug.

  • My thanks to everyone who has responded so far. Eventually I’m going to take these and create a table, and we can see how Intuit does each release, as far as fixing things! It might take me awhile to create this, though.

  • Here’s one I came up with today. “Invoice for Time & Expenses” asks you for a template to use. However, when I create invoices from this window, it does NOT use the template that I requested. Big problem for me!

  • This one’s been around since the dark ages: If I create an invoice or credit note with an out-of-sequence number QB assigns the next invoice or credit note as that number plus 1. Even if it already exists. Could we not have (and now I’m straying into wish-list territory) some control over this? Maybe multiple invoice number sequences – tied to templates perhaps.

    In the UK 2010 version, if I have to amend the VAT amount on a bill (to equal my supplier’s VAT calculation), and then I later make any kind of amendment – even if it wouldn’t affect the VAT – QB reverts to its own VAT calculation. Minor, but so annoying.

    I’m sure I’ll think of more. I’ve been using QB for so long, I work round its shortcomings on auto-pilot.

  • More issues with Enhanced Inventory Receiving:

    Client manually closes a Purchase Order. It is marked “Closed” on its face. It no longer shows up on the Open PO’s report. BUT

    1. The CLOSED PO still shows as OPEN in the ‘Open Transactions List’ when I go to enter a Bill for that Vendor.

    2. This occurs regardless of whether Items have NOT been received at all and the PO manually closed, or have been partially received and the PO manually closed.

    3. FYI: Closed PO’s DO NOT show up in the ‘Item Receipts’ process (nor should they).

    4. After being CLOSED, PO’s should not show up as being accessible to ANY transactions.

    Walked through approximately an hour with Enterprise Tech Support. They said it was ‘designed’ this way. The only way to ‘fix’ the problem is to delete the PO or modify the original PO down to the actual number of Items received (BAD Controls!) + client wishes to maintain record of PO’s generated. Leaving these in the system creates lots of extra ‘closed PO baggage’ in the Bill entry process.

    To summarize: if a PO is CLOSED it should no longer appear as OPEN in any part of the data entry process. Seems like a bug to me – At the least, very bad ‘design’.

  • I have a crash and burn bug that has been bugging me for months now and no matter how many customer care consultants I speak to no-one can seem to help, even questions regarding this problem that have been posted on the Intuit commuinity seem to go unanswered. When I open the collections centre from the customer centre i get a blue screen saying “loading customers” and then get i get “unexpected error” and the program terminates. I have even tried loading the program onto a brand new laptop and transferring my company file to the new computer and it does the same thing. It worked perfectly for three months when quickbooks 2012 was first installed I would love to resolve this issue as the collection centre was a great help.

  • QB Premier Contractor Edition 2013. I need to use a report, Transaction Detail By Account on a daily basis and in my report I use “Item Description” (which comes from a field called “Materials” and that is a construction income/service field). This field usually shows on the screen but won’t always print. After printing the document you can press the refresh button and the information will return to your screen. The work around is to email a pdf of the report to yourself and then print the information from there. You cannot export information to Excel and have it work. I have called Intuit support and they said it is a bug and they plan to release an update by the end of October 2012.

    Also, I wish the color schemes would return. I have been using this version for a couple of weeks and have eye strain everyday. The font is terrible hard to read!!

  • In reference to the original post,

    I am using a brand new version of Premier 2014 and have the same problem.

    The templates allow you to add/insert name – first -last etc but they don’t display in the email.

    Further to this, unlike the other send form by email (using the same templates system) they open in Outlook prior to actually sending so that you can check and make alterations to these sorts of things, but with overdue invoices for example, it just sends with no warning and doesn’t even save a copy in your sent folder.

    Further still, I have a few different email accounts in Outlook which I use for separate instances such as accounting or sales etc, as it just sends using the main email account without warning, this causes problems for me as it sends from my personal (default) email account…

    Intuit certainly know how to charge there customers, you would think they had enough money t sort out this sort of poor product testing before releasing. It seems as though these sorts of silly bugs never get ironed out.

  • The item list always changes the column width after I change it. I can’t even see full item numbers or descriptions. I’m constantly having to widen them so I can see the full field’s contents. About 20 times a day really. Very irritating! Running QB Enterprise 14.0

  • OMG i just found a way around this issue!!! if you search for the journal entry in FIND you can find ANY OPEN THEM! even if the first line is blank!!! 😀

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