How to Remove duplicate Transactions in QuickBooks Desktop?

Are you looking for avenues to eliminate duplicate transactions in QuickBooks Desktop? Don't worry; this article will assist you most conveniently.

Duplicate transactions are time-consuming to rectify, so you need to be cautious while entering your data. In this article, you will find a collection of refined information that will assist you in resolving your issue and give you a better understanding of duplicate transactions in QuickBooks desktop.

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What triggers Duplicate Transactions in QuickBooks Double Entry?

• Importing lists and transactions into the company file can cause QuickBooks Double Entry. It's possible that the importing is done using third-party software.

• Double Transactions in QuickBooks are sometimes caused by the QuickBooks Rebuild Data Utility. This is when the Utility tries to recover transactions that aren't recoverable.

• If specific details are overlooked in the Point of Sale system, duplicate customers can be entered. A duplicate transaction arises, for example, if one customer record is entered improperly without a middle name and the customer already exists.

• Duplicate transactions in QuickBooks can result from manually inserted transactions.

Walkways to Check Duplicate Transactions in QuickBooks Desktop

There isn't a specific approach to searching for duplicate transactions in QuickBooks, but you can use Filter and Sorting to seek them. To know more, follow the steps provided below:

• Select 'Chart of Accounts from the Gear icon in the Bank Account, which faces the issue.

• Choose 'View Register' next to the bank.

• Open the 'Filter' menu from the 'Bank Register' menu.

• Use the filter to look for transactions from a specific month or quarter.

• You can sort the list by Amounts by clicking on the 'Payment or Deposit' column. Date sub-sorting is done automatically.

• From there, search for QuickBooks Duplicate Transactions to remove them.

Steps to Remove QuickBooks Double Entry or Duplicate Transactions

Below are mentioned the steps to wipe off any duplicate transactions. Follow the steps with keen observance.

Web:

• Access the QuickBooks Self-employed and choose 'Transactions.'

• If there are duplicate transactions, a note is placed on top. Select the 'Delete Duplicate Transactions' option.

• Make a note of the transaction copy you want to keep; thereafter, choose 'Keep marked transactions.'

Application:

• From the main menu, choose 'Transactions.'

• A warning about possible duplicate transactions appears at the top. Choose 'View.'

• Select the duplicate transactions you wish to keep and then mark them.

• Hit on the 'Keep Marked Transactions' option.

• You need to exclude the 'QuickBooks Duplicate Downloaded Transactions' option.

• If you're dealing with QuickBooks duplicate downloaded transactions, this solution will come in handy. The balances will match if you exclude the downloaded QuickBooks Duplicate transactions. You'll be able to reconcile after that. To avoid such transactions, follow the procedures below:

• Choose the 'Banking' option.

• Select the transactions you want to keep out of the Review tab by checking on them.

• Choose 'Exclude Selected' from the Batch Actions.

Delete any duplicate Transactions in the Register mode:

The downloaded transactions display at the bottom of the screen in Register mode. If you need to erase any duplicate transactions, follow the steps below:

• Choose the 'Bank Feeds' option from the 'Banking' menu.

• Choose the 'Bank Feeds’ Center option.

• From the Items Received from Financial Institution, locate and pick the statement. Then choose 'View.'

• Select the right transactions and click 'Done' to conclude the process.

• Choose 'Yes' in the 'Not Finished Matching' box.

• You are then taken to the 'Online Banking Center.'

• From the Items Received from Financial Institution, search for and mark duplicate transactions. Finally, press the 'Delete' key.

Delete Duplicate Transactions Appearing in QuickBooks Side-by-Side mode

The transactions appear on the left side of the screen in side-by-side mode. Follow the directions laid down below to delete any duplicate transactions in such cases:

• Proceed to the 'Banking' menu and then choose the 'Bank feeds.'

• Hit on the 'Bank Feeds Center.'

• From the Reviewed section, you are required to opt for the account that contains the transactions you want to delete.

• Now, choose the items you want to get rid of.

• Select the transactions you want to delete, then press the 'Delete selected' option and confirm with 'Yes.'

• It is pertinent to note that the bank records contain dates when the transactions were received. Therefore they may be of a later date. The date is when the transaction was entered for the user.

You may also read : How to reconcile payroll liabilities in QuickBooks?

Conclusion:

Now that you've navigated through the full article on how to remove QuickBooks duplicate transactions make sure you don't make any mistakes that cause them to recur in the future. If the issue persists, don't hesitate to get in touch with our customer support staff.