cancel
Showing results for 
Search instead for 
Did you mean: 
Yogi
Level 3

Loan Manager

Which versions of QuickBooks includes the Loan Manager?

 

TIA

 

5 Comments 5
Fiat Lux - ASIA
Level 15

Loan Manager

The feature is available in all edition of QB Desktop. You may install the trial license of QBD 2021 Pro edition to learn how it works. Once you are ready to proceed, you may purchase a one time license of QBD 2021 Pro 1 user worth $299 or QBD 2021 Premier 1 user worth $499 from a few partners to save your cost.

https://quickbooks.intuit.com/learn-support/en-us/journal-entries/quickbooks-loan-manager/00/203776

 

JamesDuanT
Moderator

Loan Manager

Welcome to the Community, Yogi.

 

The Loan Manager feature is available in all editions (Pro, Premier, Accountant, and Enterprise) of QuickBooks Desktop. You can use this link for reference: QuickBooks Loan Manager.

 

If you want to use QuickBooks Online, you can track the loans manually. You can follow the steps in this article: Set up a loan in QuickBooks Online.

 

Let us know what additional help you need so we can further assist you.

Yogi
Level 3

Loan Manager

Thank you for the response.

Yogi
Level 3

Loan Manager

Thanks you for the information. Once again, the desktop version is mor efficient for me than the online version. Online has alerts, so why can it not include Loan manager which reminds you to pay a non-A/P obligation?

LieraMarie_A
QuickBooks Team

Loan Manager

Hi there, @Yogi.

 

Being able to receive alerts for loan manager is beneficial as you are less likely to miss a scheduled time. Rest assured that I'll relay this message to our team in concern here on my end and add your vote for this one.

 

While we continue to make your experience with us even better, I recommend visiting our QuickBooks Online Blog to get the recent news, information about the latest features, and updates.

 

Meanwhile, you may take advantage of the Recurring Transactions feature. You can create a template and set it as a reminder for your non-A/P obligations. 

 

Here's how:

  1. Go to the Gear icon and select Recurring transactions.
  2. Select New.
  3. Choose the type of transaction to create, and then select OK.
  4. Enter a template name.
  5. Choose Reminder.
  6. Fill in the necessary info.
  7. Click Save template.

 

Once created, you can find these reminders on Dashboard in the Tasks section. Then. select View reminders. Refer to this article for more info: Create recurring transactions in QuickBooks Online.
Capture.PNG

 

Should you have any other questions or concerns about the loan manager, just let me know and I'll be happy to help. Thanks again for reaching us and have an awesome Monday!

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up