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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

Accepted Solutions
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

10 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.

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