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Error: "Unable to save, sum of split home amounts did not add up to zero." while adding a deposit to an estimate. Works with no deposit. What went wrong?
I need to get a deposit for the estimate to be accepted and work to proceed. So, after I built the estimate and saved it, I clicked +request a deposit. It failed to save with the above error. It doesn't matter what number I put in the box, I get the error. Deleting the deposit allows me to save again. Also, the help box will not allow me to post the question from inside quickbooks on the estimate page. And, can’t ask the community. I get caught in a loop. "Unable to save, sum of split home amounts did not add up to zero." Also, the discount doesn’t make it to the printed form: Modern.
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Enabling the Multi-currency feature when requesting a deposit for an estimate is not yet supported, mckeephoto.
We'd greatly appreciate it if you could share your valuable suggestions with our product development team. Your feedback will help them enhance our interface and improve your experience.
But, if the multi-currency isn't turned on, we can perform some troubleshooting solutions to help us fix the issue. Start by accessing your QuickBooks account in an incognito or private browsing window. This prevents data from being stored and can help identify the problem more effectively.
If it works, go back to your usual browser and clear its cache. Sometimes, system odd behavior occurs when a browser accesses pages repeatedly, possibly due to corrupted cache files. Alternatively, you can use other supported browsers.
About the trouble you're having with the Help box and the discount not printing on the modern form, here's what we need to do:
- Access the Help icon, select "Assistant," and type your question in the field provided.
- Alternatively, use the Search option and click "Contact Us" to post your question in the Community.
- Also, double-check that the discount box is selected to ensure it prints on the modern form.
If none of these steps solve the issue, the solutions mentioned above should help resolve both problems.
You can also convert your estimate to an invoice to easily stay on top of your sales and keep everything organized.
If you have further details to add to managing your estimates, don't hesitate to include them in your response. We're here to assist you with any other questions or concerns.
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Feedback was shared already. Strongly. Both on the phone in the 2 hour and 45 minute call with tech support, where they finally discovered that it was not supported with multi-currency turned on.
Multi-currency is turned on but it was never actually used. So, why can’t it be turned off?
The discount not printing was my confusion over which template I had turned on a long time ago.
The help posting issue: today I attempted to post this 4 times. 3 times I got a “ticket verification mismatch” error. After, finally, getting it posted, I attempted to reply to my post to add more context and got the error again. Posting for help in the community is not simple. And, it is further compounded with redirects to more “faqs” rather than allowing a simple post.
And, finally, I know I can convert the estimate to an invoice. That is how I have been doing it since starting with QuickBooks almost a decade ago.
I have waiting, since the beginning, to be able to “request a deposit”.
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Thank you for your updates and valuable feedback, mckeephoto. We'll ensure all the issues you've encountered with the QuickBooks system are addressed promptly.
Multicurrency in QuickBooks Online (QBO) can't be turned off once it's enabled because of how the software is built. When you activate this feature, it changes the way the database is set up to handle different currencies, and the system keeps this change to avoid any possible problems with your data. Even if you haven't used different currencies yet, the software assumes you might want to in the future, so it stays ready for that.
With the Discount not printing, you can see the template you had activated for the specific estimate transaction by viewing or opening its details. Since you currently prefer to use the Modern design, you just need to ensure the Discount option is activated to include it when printing. Please see the screenshot below or refer to this article for your reference: Add a discount to an invoice, estimate, or sales receipt in QuickBooks Online.
On the other hand, posting a response in the QuickBooks Community should be easy. One possible reason you encounter an error could be that your browser has accumulated too many cached files. QuickBooks relies on the browser's cache to function efficiently, so clearing any outdated files can help fix the aforementioned issues and improve the overall system performance.
Click the links below for the detailed steps of different browsers:
Lastly, while I recognize the value of being able to request a deposit, please know that we're unable to provide a specific time frame on when this feature be available in QuickBooks Online (QBO).
Once everything is all set, I recommend pulling up and customizing the Transaction List by Customer report. This enables you to effectively track and analyze your transactions, including both income and expenses, organized by customer and manage your financial activities more efficiently.
If you have more concerns about multicurrency or managing sales transactions in QBO, return to this thread so we can help you.
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Thanks for the response.
And, I hope you can understand my frustration over the multi-currency issue. The fact that it disables other features, including those that haven't been rolled out yet, is a problem.
And, posting workflows that do not directly address my "Request a Deposit" needs is not very useful to me.
I do understand that you cannot predict when it will be addressed.
But, your answer also does not inspire confidence that it is even on the list.
Is it on the list of things to be fixed?