Usage Limits -- can't deactivate accounts, can't add new ones

jmflint · ‎February 16, 2021

I know this topic has been discussed ad infinitum, but I now reached another Quickbooks scam threshold -- we can no longer inactivate any of our accounts (in order to reduce our usage.

I manage Quickbooks for a bunch of companies -- most can stay under the 250 account limit, although I still HATE the idea of being limited to that small an amount -- but I work with several attorneys, and they are *required* to maintain histories for any of their Trust accounts. Each trust account needs its own Current Liability account (we can't mix and match -- one support person told me to just Edit an account and change the name so that I can add the transactions for the new account).

I've been on the phone with Intuit support for over two hours today (the latest call ended with the promise that I would get a call back from a supervisor "within 5 minutes," but that was an hour ago), and they all have different responses. No matter which account I try to inactivate, it says "won't reduce usage." One of the support people told me that you can no longer inactivate an account that has historical data. So basically we are being forced to upgrade for a ridiculous amount of money per month.

Transferring to a different online solution will be cumbersome, at best, since we will need to re-enter ALL the historical data (again, attorney, requirements), since the bank downloads only take us back so far (18 months, in our bank's case).

And, because I took over this client before I had my wholesale account, I can't convert him to wholesale to TRY and save him some money.

I have been a Quickbooks user for decades, and a proponent/pro for years. I can't believe I have to quit this company because of this ridiculous change in policies. (Honestly, does it cost them THAT much in server storage?? Puh-lease.)

I know I won't get an answer from Quickbooks support, but if anyone has found other alternatives -- given the nature of having to maintain historical data -- please let me know!

JoesemM · ‎February 16, 2021

Thanks for the detailed information, @jmflint.

Once you inactivate an account it will reduce the usage limit. To isolate the error message, I'd suggest logging into your QBO account via an incognito window. This feature doesn't use the existing cache files, which makes it a good place to determine if there's an issue with the browser. Here are the keyboard shortcuts:

Safari: Command + Shift + N
Google Chrome: CTRL + Shift + N
Mozilla Firefox or Microsoft Edge: CTRL + Shift + P

From there, please attempt to inactivate an account and check if it reduces the usage limit. If it works, let's clear your browser's cache to have a clean slate, so it'll function efficiently.

In case private browsing doesn't work, use other supported web engine to get the best and most secure experience with the program.

For more details about the usage limit in QuickBooks, please check out this article: Learn about usage limits in QuickBooks Online.

As always, I recommend visiting this website: Resource Hub. It provides you articles about managing your QBO account, income, expenses, banking, inventory, and running reports. Just click + More topics under Topics to expand the sections.

Feel free to follow up here to let me know how things look after giving this a try. I'll be here if you need assistance with anything else. Thanks for dropping by and take care!

jmflint · ‎February 16, 2021

Unfortunately, your browser theory doesn't work (boy, was I excited about that!). I tried several browsers and private windows, then finally cleared the cache on Safari (since I don't use that browser normally) and tried there -- nope. Every single account says "won't reduce usage" if I try to inactivate.

As I mentioned, I was told by 2 out of 6 support reps (both of whom claimed to have "checked with their supervisor") that something was changed on the back end that prevents us from deactivating accounts once we've hit the 250 account usage limit.

Sorry that your detailed explanation was for naught. But thanks for trying.

JMF

Fiat Lux - ASIA · ‎February 16, 2021

@jmflint

You may consider convert the data to QBD file and remove any Lists (e.g account), then migrate back to a new QBO account.

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

Or utilize a tool to migrate data to XLS and remove the List prior to importing it into the new QBO account

https:// transactionpro.grsm.io/qbo

Otherwise purchasing a 3rd party migration service.

jmflint · ‎February 18, 2021

I'm not sure I'm understanding this. Remove the Chart of Accounts list? So then I have to re-enter all 240 of my current liability accounts, along with their historical data? Um, yeah, no.

And, from what I understand, converting to XLS will lose my banking data; it's really only good for customer and vendor list migration.

I am looking for a 3rd party migration tool now, but I will NOT be converting back to Quickbooks -- as long as they continue this greedy practice, they've lost me as a customer for any new clients. (I work with a lot of lawyer clients: 250 trust accounts for them is not unusual.)

Thanks for your response, though; I appreciate you taking the time.

Fiat Lux - ASIA · ‎February 18, 2021

@jmflint wrote:
I am looking for a 3rd party migration tool now,

@jmflint

Contact us in private should you need a migration service 8)

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Usage Limits -- can't deactivate accounts, can't add new ones