General Troubleshooting

Discussion List

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  How to delete a client and associated invoices

  Closed Mortimer Duke 70 views 7 comments 0 points Most recent by Coach Natalie September 10
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  error message when setting up a business account

  Closed System 31 views 2 comments 0 points Most recent by Coach Jon July 24
• 
  How to run a balance sheet for personal accounts? (edited)

  Answered ✓ Closed TCG 82 views 1 comment 0 points Most recent by Coach Jon July 7
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  How do you add a business that you purchase products from? (edited)

  Answered ✓ Closed THOMAS CAVANAUGH 54 views 1 comment 0 points Most recent by Coach Natalie June 19
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  Help tracking third-party rental management fees for my RV business (edited)

  Answered ✓ Closed Brenda1 120 views 8 comments 0 points Most recent by Brenda1 May 27
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  Unable to change the category on a linked refund (edited)

  Closed cloudquick 416 views 26 comments 0 points Most recent by Coach Jon May 15
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  Merged: Missing Chase transactions that were previously in Simplifi — anyone else seen this?

  Closed AHAY 1 view 0 comments 1 point Most recent by werdnasouth May 1
• 
  Is there anyway to print mileage? Not seeing mileage in the Taxes report. (edited)

  Closed System 23 views 2 comments 0 points Most recent by Coach Jon March 18
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  No transactions shown when filtering to personal on mobile (edited)

  Closed Lhh 224 views 12 comments 0 points Most recent by Coach Jon March 5
• 
  Recurring transactions, projected cash flow, and spending plan all zeroed out after upgrading to QBP

  Closed L McGregor 62 views 5 comments 0 points Most recent by L McGregor March 4
• 
  Transaction Split feature not working properly

  Closed Asher 127 views 2 comments 1 point Most recent by Asher February 23
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  Client Invoicing - Apply Payment of Equal Value Removes Previous Payment From Old Invoices

  Closed Dakota 53 views 4 comments 0 points Most recent by Dakota February 21
• 
  Apply Payment Dialog Always Initializes with "No Open Invoices"

  Closed Dakota 23 views 3 comments 0 points Most recent by Coach Jon February 21
• 
  Unchecking "Invoice payment" on Split Transaction Always Results In "Uncategorized" Split

  Closed Dakota 23 views 1 comment 0 points Most recent by Coach Jon February 20
• 
  How do I apply electric and internet portions to a rental payment? (edited)

  Answered ✓ Closed CCJ 74 views 2 comments 0 points Most recent by Coach Jon February 11
• 
  How to export Check Numbers? (edited)

  Answered ✓ Closed Mtnus 65 views 2 comments 0 points Most recent by Mtnus February 11
• 
  Merged: gm financial auto

  Closed sgrnspan 1 view 0 comments 0 points Most recent by sgrnspan January 31
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  Merged: 1/23/26: Duplicated or $0 Balance in Manual or Asset Accounts, and Savings Goals

  Closed boshik 1 view 0 comments 0 points Most recent by boshik January 26
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  Merged: Monthly Savings Goals Automatically Over-Contributed

  Closed Ahzborn 1 view 0 comments 0 points Most recent by Ahzborn January 22
• 
  Transactions "Exclude from Reports" Stuck on or off

  Closed dollardave 147 views 9 comments 0 points Most recent by dollardave January 22
• 
  Entering an Invoice and Paying for It

  Closed Daywitt 23 views 2 comments 0 points Most recent by Daywitt January 18
• 
  In expense report, why are subcategories not grouped with their main category?

  Closed Midwest867 55 views 7 comments 0 points Most recent by SRC54 January 9
• 
  Cannot get rid of all business categories after downgrading to basic Simplifi (edited)

  Closed Truthsayer 72 views 5 comments 0 points Most recent by Coach Jon December 2025
• 
  Why are Zelle payments automatically classified as Transfers when they are payments?

  Closed 110011 335 views 11 comments 0 points Most recent by Coach Jon December 2025
• 
  QBP: Are business expenses 'supposed' to be excluded from the spending plan?

  Closed RobWilk 45 views 1 comment 0 points Most recent by DryHeat November 2025
• 
  Quicken Simplifi - Stripe Workflow Question

  Answered ✓ Closed GuerillaTime68 186 views 7 comments 0 points Most recent by DryHeat November 2025
• 
  How to add interest and dividends as income?

  Answered ✓ Closed TK_25 176 views 2 comments 0 points Most recent by SRC54 October 2025
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  Unable to go back to prior months in the Spending Plan in new Space (edited)

  Closed lynchbro 68 views 4 comments 0 points Most recent by DryHeat October 2025
• 
  Stripe Payment not matching Invoice due to processing fee (edited)

  Closed GuerillaTime68 235 views 14 comments 0 points Most recent by GuerillaTime68 October 2025
• 
  Future payment series show up as client credits

  Closed sidewalkboots 44 views 5 comments 0 points Most recent by Coach Jon October 2025