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Level 1

I used to to Loan Manager. But this function disappeared.

  1. I used to go on Banking menu e clicking on Loan Manager. I dont know what happened Loan Manager dont appear on Banking Menu.


What happened

Solved
Best answer 12-10-2018

Best Answers
Moderator

Hello rodrigo, I'd be pleased to help you re-enable the L...

Hello rodrigo,

I'd be pleased to help you re-enable the Loan Manager in your QuickBooks Desktop.

Did you recently upgrade to a new version of QuickBooks Desktop or restore a backup copy? If so, this is one of the reasons why the Loan Manager is missing.

Here's an article that will help you re-enable the Loan Manager in QuickBooks Desktop:

Loan Manager is missing after upgrading QuickBooks Desktop

I look forward to hearing from you soon. Let me know if you need further help, I'll be around.

View solution in original post

17 Comments
Moderator

Hello rodrigo, I'd be pleased to help you re-enable the L...

Hello rodrigo,

I'd be pleased to help you re-enable the Loan Manager in your QuickBooks Desktop.

Did you recently upgrade to a new version of QuickBooks Desktop or restore a backup copy? If so, this is one of the reasons why the Loan Manager is missing.

Here's an article that will help you re-enable the Loan Manager in QuickBooks Desktop:

Loan Manager is missing after upgrading QuickBooks Desktop

I look forward to hearing from you soon. Let me know if you need further help, I'll be around.

View solution in original post

Level 1

Re: Hello rodrigo, I'd be pleased to help you re-enable the L...

I upgraded from Quickbooks Pro 2016 to Desktop for Mac 2019.  I don't see loan manager? Any help would be great.  Thanks!

QuickBooks Team

Re: Hello rodrigo, I'd be pleased to help you re-enable the L...

Hi there, @tcimaglia.

 

Welcome to the Community. I can help you see the Loan Manager feature on your QuickBooks for Mac 2019.

 

First, you will have to reboot your computer. This is necessary for the update to properly sync with your QuickBooks and Internet Explorer.

 

After that, run the Reboot.bat

  1. Right-click the QuickBooks Desktop icon on your desktop.
  2. Select Properties.
  3. Select Open file location.
  4. Right-click the reboot.bat file.
  5. Choose Run as Administrator.
  6. Wait until the reboot.bat file utility is complete.

Finally, open your QuickBooks and use the Loan Manager feature. 

 

If you need more steps to perform, you can use this article as your reference: Loan Manager or Cash Flow Projector is missing after upgrading QuickBooks Desktop.

 

Keep me posted if you're able to see the loan manager or if you have other questions. I'm always here to help you more. Have a good one.

Level 15

Re: Loan Manager

@HoneyLynn_G

I'm pretty sure QB for Mac never had Loan Manager. You should confirm this. Thanks.

Level 1

Re: Loan Manager

What is the best way to enter the bills and payments on Quickbooks for Mac 2019 if you transferred your company file from the QuickBooks Desktop and we were using Loan Manager before? 

Anonymous
Not applicable

Re: Loan Manager

Hi there, Amandapendleton416,

 

Thanks for visiting our forum. I'll be glad to share some insights about transferring transactions from QuickBooks Desktop for Windows to Mac.

 

QBTeachmt is correct. The Loan Manager feature is currently unavailable in QuickBooks Desktop for Mac. If you need to import vendor transactions to your new file, you can create a spreadsheet with all the information you want to bring in using an IIF (Intuit Interchange Format) file.

 

You may want to check this manual to know more about the general instructions when importing transactions in QuickBooks Mac: http://qblittlesquare.com/wp-content/uploads/2015/09/QBM-Users-Guide-150923-opt.pdf

 

You also have the option to manually enter the transactions or use a third-party application that integrates with both softwares. You can check our QuickBooks Apps website to get one.

 

Please let me know if you have any questions about QuickBooks. I'll be glad to answer them for you. Have a good day!

Level 1

Re: Hello rodrigo, I'd be pleased to help you re-enable the L...

MAC doesn't use .bat files that is a windows batch file

Level 1

Re: Hello rodrigo, I'd be pleased to help you re-enable the L...

what if the principal and interest amounts arent matching the loan plan that the bank has?

QuickBooks Team

Re: Hello rodrigo, I'd be pleased to help you re-enable the L...

Hello mee12,

 

It's possible that some information is missing when setting up the loan manager. 

 

You can review the loan information by following these steps:

  1. Go to Banking located at the top.
  2. Select Loan Manager and click Add Loan.
  3. Select Edit Loan Details if necessary.Note: The loan details you entered shows on the Summary tab at the bottom of the Loan Manager.

For reference, you can go to Step 2 in this article: QuickBooks Loan Manager.

 

Reach out to us if you need more help with QuickBooks. Thanks.

Level 1

Re: help you re-enable the Loan Manager

Your answer was helpful.

 

The situation, however, is emblematic of the degree to which Intuit deprioritizes the user experience.  Requiring users to download a toolkit to debug a new release would make even a Windows 10 release team look for a hole to crawl into.

 

With all the new ways Intuit has developed over the last 10 year for reaching into my pocket for more money, the expectation would be that at least a portion would go to developing some professional level testing and UX methods.

Level 1

Missing Loan Manager in Quickbooks 2016

I too am missing my loan manager option in Quickbooks 2016.  I have read the community post and have tried everything and CANNOT get Loan Manager to appear in the Banking Drop Down.


I recently bought a new computer.  I installed my Quickbooks 2016 on my new laptop and brought over my quickbook files using PC Link.  I restored all my QuickBook Companies using RESTORE BACKUP copies.  This worked well and all my company files are active and had current data.

 

I have mutiple loans that I track in one company QB.   I read alll the post and tried  all recommendations but no luck.

(1)  ran the reboot.bat file (with admin rights)  in QB to do a recovery - did not work

(2)  Used Quickbook Tool Hub.  Tried quick repair and program problem repair.  - did not work

(3)  moved over company.LMR file from old computer and put into QB directory where F2 showed my company file.  Restared QB and Restarted computer - did not work.

 

HELP.  I need this file back to track the accuracy of principal and interest (amortization) of my pre-estblished loans.

THANK you!!!

Moderator

Re: I used to to Loan Manager. But this function disappeared.

You can upgrade to QuickBooks 2020, KrisMatty.

 

QB 2016 is no longer supported and this might be one of the reason why you're unable to see the Loan Manager feature.

 

You’ll need to create a backup file to make sure that the data will be saved before upgrading. Here's how:

  1. Go to the File menu, pick Back Up Company, and then choose to Create Local Backup.
  2. Locate Local Backup.
  3. Push Options.
  4. In the Tell us where to save your backup copies field, hit Browse and select the location in which to save the backup copy.
  5. Select OK.
  6. In the Create Backup window, specify whether to back up automatically, and view Options to set options for automatic backups.
  7. Find New to set a backup schedule in the Schedule Backups dialog.
  8. Click Finish.

Follow the detailed steps on this article to upgrade your company file: Upgrade your company files after switching to a new version of QuickBooks Desktop.

 

If the Loan Manager is still missing after the upgrade, check this article on how to resolve it: Loan Manager or Cash Flow Projector is missing after upgrading QuickBooks Desktop.

 

Here are additional articles you can read for reference:

Stay in touch with me if you need more help.

Level 1

Re: I used to to Loan Manager. But this function disappeared.

Like many, my Loan Manager disappeared in QB2017Pro. After trying every repair option provided, and spending three hours with QB support, I was told that there's no answer.

It's gone and Intuit support knows not where...

So I tried upgrading to QB2020 Pro. 

On the laptop, still no Loan Manager.

On the desktop; Hey, there's Loan Manager!

That was on Friday...

Today, Monday, giddy to re-enter all my loan info: IT'S GONE AGAIN.

Intuit SUpoort: YOU'VE GOT A PROBLEM!

QuickBooks Team

Re: I used to to Loan Manager. But this function disappeared.

Hello there, pdperry.

 

To see the Loan Manager, the platform should be up-to-date. Also, there are system requirements for QuickBooks Desktop to run smoothly.

 

You can check this outQuickBooks Desktop system requirements.

 

Let me know if you have further concerns. I’ll be here to help you out. Take care.

Level 1

Re: I used to to Loan Manager. But this function disappeared.

I, too, upgraded just recently to Quickbooks Desktop Pro 2020.  My loan is not showing up in loan manager.  I have not yet tried downloading the Quickbooks Tool Hub....Wish me luck!

Level 1

Re: I used to to Loan Manager. But this function disappeared.

SOLVED: To everyone who mysteriously lost their loan manager...

Ensure your Windows' settings has Internet Explorer set as the default web browser.

Mine was set to Chrome, and loan manager disappeared.

On a whim I reset my two machines' default from Chrome back to Internet Explorer, restarted the systems, opened QuickBooks and - voila! - loan manager is back.

Level 1

Re: I used to to Loan Manager. But this function disappeared.

 

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