Finance charge

It's good to see you here, @Rita02.

We appreciate your effort in contacting our Care Team to seek help as to why your finance charge isn't calculating when you change the date. Let me help you fix this.

Since the sample file is working this, might be a data issue with your file. With this, let's verify and rebuild your data to both QuickBooks Desktop (QBDT) and your Point of Sale (POS).

First, verify your company data. Here's how:

1. Go to Window, then select Close All.
2. From the File, choose Utilities.
3. Choose Verify Data. If you see:
   a. QuickBooks detected no problems with your data—your data is clean, and you don’t need to do anything else.
   b. An error message—search for it on our QuickBooks Desktop support site for how to fix it. 
   c. Your data has lost integrity—Data damage was found in the file. Rebuild your data to fix it.

Next is to rebuild your company file:

1. Go to File, Utilities, and then select Rebuild Data.
2. QuickBooks will ask you to make a backup before it rebuilds your company file. Select OK. A backup is required before you can rebuild.
3. Select where you want to save your backup, then OK. Don’t replace another backup file. Enter a new name in the File name and select Save.
4. Select OK when you get the message Rebuild has completed.
5. Go to File, select Utilities, and choose Verify Data again to check for additional damage.
   a. If the verification finds more damage, fix it manually. Search for the error(s) in the qbwin.log on the QuickBooks Desktop support site for how to fix it.
   b. If your error can't be found, restore a recent backup. Go to File then select Open or Restore Company. Don’t replace your existing company file. You’ll need to enter the info into your company file again since the backup was created.

For additional info, you can read this article: Verify and Rebuild Data in QuickBooks Desktop.

Once done, try to bring your data again from POS to QBDT.

Additionally, if you want to assess finance charges in QBDT, you can read this article: Assess finance charges.

Feel free to reply to this post for additional questions about the finance charge. I'll be willing to lend a hand. Have a good one.

hello,

Thank you for your quick reply. All the above was done by the Support team but did not change it.

I just went ahead and uploaded a portable file from 2022 again to see, if at that time everything was still fine, but it does show the same mistake. Not sure, if that happens, because when uploading an old file, the system automatically is updating to 2023. So the only thing working is the date of today, to assess finance charges but neither past nor future dates. Very desperate trying to find a solution.