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ejinayoshi
Level 2

QB not correctly transferring and tallying invoices

I have QB 2019 for Mac, v18.0.6 R7.  I transfer my invoices and payments from my client management system CLIO.  Today when I tried to balance my books, something was off.  When I hunted through a lot of transactions, I realized that on at least one invoice (a) one of the line item amounts differed from the amount on CLIO (it was off my $25) and (b) Quickbooks was not calculating the total correctly (QB tallied it at $2225 when it should have totaled to $2000).  Of course, other payments from the client are not applying correctly.  I can workaround this  but is there a fix to this bug?

Solved
Best answer December 09, 2019

Best Answers
Jen_D
Moderator

QB not correctly transferring and tallying invoices

Glad to see you here, @ejinayoshi,

 

The data we receive in QuickBooks is based on what the source transmits us. If the data come out incorrectly in the software, try running the Verify and Rebuild Utility.

 

Here's how:

 

Verify Utility

  1. Click File at the top. 
  2. Select Utilities
  3. From the list, choose Verify Data.  

Rebuild Data

  1. Go to the File menu. 
  2. Click on Utilities
  3. Tap the Rebuild Data option. 

This tool identifies and resolve potential data issues within the company file.

 

For additional information about fixing data damage, please refer to this article: Resolve data damage on your company file.

 

If the same issue persist, I would recommend contacting our QuickBooks for Mac Technical Team. They can run some diagnostics on the company file to help verify what's causing this unexpected hitch.

 

Here's how to get support:

  1. Go to this link: https://help.quickbooks.intuit.com/en_US/contact
  2. Select QuickBooks Mac Desktop.
  3. Click the Company File menu.
  4. Scroll down and hit the Get Phone Number button.

If you have any additional questions or concerns, please feel free to mention me anytime. I'll be glad to be of your assistance at any time. Have a wonderful week. Take care!

View solution in original post

1 Comment 1
Jen_D
Moderator

QB not correctly transferring and tallying invoices

Glad to see you here, @ejinayoshi,

 

The data we receive in QuickBooks is based on what the source transmits us. If the data come out incorrectly in the software, try running the Verify and Rebuild Utility.

 

Here's how:

 

Verify Utility

  1. Click File at the top. 
  2. Select Utilities
  3. From the list, choose Verify Data.  

Rebuild Data

  1. Go to the File menu. 
  2. Click on Utilities
  3. Tap the Rebuild Data option. 

This tool identifies and resolve potential data issues within the company file.

 

For additional information about fixing data damage, please refer to this article: Resolve data damage on your company file.

 

If the same issue persist, I would recommend contacting our QuickBooks for Mac Technical Team. They can run some diagnostics on the company file to help verify what's causing this unexpected hitch.

 

Here's how to get support:

  1. Go to this link: https://help.quickbooks.intuit.com/en_US/contact
  2. Select QuickBooks Mac Desktop.
  3. Click the Company File menu.
  4. Scroll down and hit the Get Phone Number button.

If you have any additional questions or concerns, please feel free to mention me anytime. I'll be glad to be of your assistance at any time. Have a wonderful week. Take care!

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