Why does Quicken/ReckonAccounts Personal crash when adding an invoice or estimate

maherj
maherj Member Posts: 5 Novice Member Novice Member
edited October 11 in Personal Plus and Home & Business

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  • Rav
    Rav Administrator, Reckon Staff Posts: 16,612 Reckon Community Manager Community Manager
    edited November 2018

    Merry Christmas & Happy New Year everyone! 🎅🎆

    I'm on leave from 23 December and back on deck again January 6th.

    If you're working through the holiday period, we've got support available and you'll find our holiday hoursHERE.

  • maherj
    maherj Member Posts: 5 Novice Member Novice Member
    edited November 2018
  • Robyn Kelly (Partner)
    Robyn Kelly (Partner) Accredited Partner Posts: 498 Accredited Partner Accredited Partner
    edited September 2019
  • maherj
    maherj Member Posts: 5 Novice Member Novice Member
    edited September 2019
    Hi Robyn, when following the instructions on the postRav mentions above, you have to make sure the tax control account  is under the Business Accounts area.  Apologies for the sloppy wording
  • Robyn Kelly (Partner)
    Robyn Kelly (Partner) Accredited Partner Posts: 498 Accredited Partner Accredited Partner
    edited November 2018
  • maherj
    maherj Member Posts: 5 Novice Member Novice Member
    edited November 2018
    Thanks Robyn, I have done both of those
  • Robyn Kelly (Partner)
    Robyn Kelly (Partner) Accredited Partner Posts: 498 Accredited Partner Accredited Partner
    edited November 2018
  • maherj
    maherj Member Posts: 5 Novice Member Novice Member
    edited November 2018
    Thanks Robyn, all fixed now.
    The problem was that I had an old tax liability file, and it was listed as a "liability" account in Reckon, and wasn't able to be changed.  It needed to be a "tax" type account. We changed its name to WRong tax liability, and Reckon created a new "tax" TYPE account.   It sounds confusing, but I have an image that I'll try and upload..If you make this change, any pre-existing transactions stay in the old account, the new ones go in the correct account. It is easy to edit the old transactions so they go to the new account.??
    image
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