transaction out of balance

Hi LindaTMI,

In QuickBooks Desktop, if you encounter a "transaction not in balance" error where the combined amounts in the Expenses and Items sections do not match the overall total, you can follow these steps to resolve the issue:

• Double-check Amounts: Review the amounts entered in both the Expenses and Items sections of the transaction. Ensure that they are accurate and entered correctly.
• Recalculate: After verifying the amounts, click on the Recalculate button. This will prompt QuickBooks Desktop to recalculate the total based on the updated amounts in the transaction.

By double-checking the amounts and then clicking the Recalculate button, you can rectify the transaction not in balance error in QuickBooks Desktop.

If the issue persists you can do the basic steps like updating QuickBooks and running the Verify and Rebuild data utilities.

You can always go back to this thread if you have any other concerns. Take care and have a good one!

Yes, that's how it should happen... it just isn't right now.  When I click on Recalculate it is now doubling the amount at the top and continues to tell me the transaction is out of balance.  I just finished a chat with QB and was told they are aware of the issue and are working on a fix.  Hope it gets fixed soon as it is very inconvenient right now.

I have spent the last few days updating, verifying and rebuilding several times trying to get this to work.  The rebuilding makes it so it works for one or maybe two transactions and then I have the same issue all over again.

At least QB knows about it.

Thank you for coming back with an update, LindaTMI.

I've seen the tracker with ticket number INV-93573. Rest assured that our engineers are working on this matter and provide updates as soon as possible. I appreciate your patience and understanding while we work to address this issue.

Any updates on this issue? We have lots of customers affected by this issue.

I haven't seen any updates yet and continue to have the issue.  Entering everything through registers at this point as that's the only way I can get QB to save.

Hi LindaTMI,

I appreciate you keeping in touch with us here in the Community space. Allow me to chime in and share some updates about the issue when entering bills, writing checks, and creating credit card charges in QuickBooks Desktop.

Our product engineers received reports about the problem with the specific transactions mentioned above. The investigation is ongoing, and we don't have a timeframe yet for the complete fix.

The workaround is to toggle back and forth between the Expenses and Items tab. We've received feedback of this forcing the Expenses tab to equal the transactions total.

Avoid entering anything on the top Bill portion. Instead, start your data entry below at the line item of the bill to prevent the amount from getting out of balance.

Lastly, try turning off the "Automatically remember transaction information" option under preferences. We have affected users who succeed in trying out this method.

Rest assured, our engineers are doing their best to get affected users back on track. I  also suggest that affected users contact our QuickBooks Support Team so they can add you to our list of affected users.

This way, you can receive live email updates about this issue. Our Customer Support Team for Pro, Premier, and Plus is available from 6 AM - 6 PM PT (Monday - Friday). For Enterprise, any time, any day. See the steps to get a hold of a specialist:

1. Open QuickBooks Desktop.
2. Click the Help tab at the top menu bar.
3. Select QuickBooks Desktop Help.
4. Enter your concern, then hit Continue.
5. Choose Get a callback.

Additionally, you can pull up transaction reports to review transactions you've entered in QuickBooks. I have a link you can use as a guide to filter report data and acquire the data you need for the business: Customize reports in QuickBooks Desktop.

Drop me a comment below if you have any concerns about recording transactions or fixing issues in QuickBooks. We're always available to lend a hand in this space. Take care always.

This is happening to me too. I just tried recalculating and it doubled the amount. 

I am having the same problem I tried recalculating, and it doubled the amount

Hello there, @Mjlarson. I understand how this issue has affected your business tasks.

Currently, there's an ongoing investigation regarding the issue of the check/bill amount doubling in QuickBooks Desktop (QBDT). Our software engineering team is actively working to determine the cause of this issue. Rest assured, we are taking all necessary measures to resolve it promptly.

As a workaround, I recommend entering your expenses or items at the bottom of the form before filling in the vendor or amount due at the top. Additionally, you can disable the Automatically remember account or transaction information feature in QuickBooks. Here are the steps to do so:

1. In your QBDT file, go to the Edit menu, then select Preferences.
2. In the General tab, untick the Automatically remember account or transaction information.
    
   

Although we cannot directly include you in the list of affected users, you do have the option to reach out to our customer care team, who can add you to the list. Let me walk you through the steps of how:
 

1. In your QBDT file, go to Help, then select QuickBooks Help.
2. Select Contact Us.
3. Enter a brief description of your issue, then select Continue.
4. Sign in to your Intuit account select Continue, and then Continue with my account.
5. We'll email you a single-use code. Enter your code and select Continue.
6. Select to chat with us or Have us call you.

To know our support's availability hours, kindly visit: Contact QuickBooks Desktop support.

Furthermore, you may find it beneficial to refer to this article, which provides insights on how to efficiently handle your bills in QBDT using the bill tracker: Use the bill tracker to see your upcoming bills.
 

We acknowledge and appreciate your patience as we work diligently to discover a permanent solution. If you have any further questions or require additional assistance with QuickBooks, kindly inform me by leaving a comment below. I assure you that I will respond promptly and provide the necessary support whenever you need it.