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jsansosti
Level 2

Chart of accounts not populating when

Is anyone else having issues with the chart of accounts not populating in the account field when booking a deposit or writing a check?  Yesterday, this function worked fine.  Now, only bank accounts are showing up and you have to add other accounts like "income".  Even when you add the income account, it doesn't save.  It becomes very time consuming when booking a deposit to several general ledger accounts.  I get a message to "see and add more categories".

7 Comments 7
brattlefilm
Level 2

Chart of accounts not populating when

I am having the same issue. I don't know why this change was made but it really needs to be fixed. It is a huge time suck for us as well. 

ChristineJoieR
QuickBooks Team

Chart of accounts not populating when

I hope you're having a fine day today, @jsansosti and @brattlefilm. Getting this resolved is our priority under the Chart of Accounts in QuickBooks Online.

 

We currently have an investigation for the same issue encountered. Our engineers will roll out a fix as soon as possible. You can contact us so we can add you to the list of affected users.

 

To reach us: 

 

  1. Click the Help icon at the top right corner. 
  2. Hit the Contact Us button. 
  3. Enter "Chart of Accounts not populating" in the box. 
  4. Click Let's talk
  5. Select Start messaging or Get a callback

 

While waiting for the resolution, visit this page: Add an account to your chart of accounts. It will help you set up an account anytime.

 

I'm adding this article to further guide you in managing your transactions in QBO: Help Articles. It includes topics about banking, income and expenses, and reports and accounting to name a few. 

 

After being added to the list, keep an eye out occasionally for an email from our experts with the fix. If you run into issues while accessing QuickBooks again, let me know by sending us a message. Have a nice day.

jkolbow
Level 2

Chart of accounts not populating when

I had the same problem and had to call support. I learned this is another of Intuit's "upgrades". 

 

In the Deposit window, click on the dropdown arrow in the Account field. For me, the bank accounts populate plus there is a link to: See and Add More Categories. Clicking on this link opens a popup to the Chart of Accounts categories. Click the correct category; Income, Expense, etc. From there the user must hunt and peck for the correct account, including opening more lists for subaccounts. Once the user finds the correct account they must highlight it/check it off, scroll to the bottom of the popup window and click the green Select button. 

 

I have concerns about this change:

1. Users do not understand the popup leads to the existing COA and will add new accounts in an effort to record their transaction. This is the very reason this thread began.

2. Previously I was recording the account number or account name to populate the Account field. This new process adds 6 to 10 times the time to record a transaction due to all the clicking and searching involved, just to record an account in a field. 

3. Changes like this show the true disdain that Intuit has for users. User are left with not understanding and ruining the COA or wasting billable time stumbling through an unnecessary process. How do you justify this, Intuit?

 

Intuit, the poor planning and design are truly exhausting for everyday users. The time has come-users are seeking competitors and I am right there. I just can't take it anymore.

Just_me
Level 10

Chart of accounts not populating when

@jkolbow   While that is helpful information, mine (and a LOT of others) legit has nothing in the "See and add more..." link.  My only option there is to add new.  That would duplicate EVERY account I need.  It is actually not an upgrade.  It is broken, and Intuit/ QB knows it.  

jsansosti
Level 2

Chart of accounts not populating when

I agree - we were adding each account from that pop up menu as we added lines to our deposit but it is WAY too tedious and time consuming.  Especially, when you add the account, it doesn't save it for the next line.  It just defaults back to the dropdown where no accounts come up...

jkolbow
Level 2

Chart of accounts not populating when

Please notice I put "Upgrade" in quotes...which I meant as not an upgrade at all.

 

Is it possible your system is blocking the popup? Here is what mine looks like.

 

 

 

Just_me
Level 10

Chart of accounts not populating when

There is another thread, concerning the same issue.  Someone from QB said that they know about the issue, and are investigating.  You can contact QB and get added to the list, so you will receive updates as to when it will be fixed.   INV-83973

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