John Levi's blog : Remove Multiple Duplicate Transactions in QuickBooks Desktop

Are you looking for avenues on the internet to eliminate duplicate transactions in QuickBooks Desktop? Don't worry; this post will help you with the easiest possible way to remove duplicate transactions in QuickBooks Desktop.

You must be careful while entering your data because duplicate transactions take time to fix. This article contains an in-depth information that can help you solve this problem and also let you gain a deeper understanding of duplicate transactions in QuickBooks Desktop.

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Causes of Duplicate Transactions in QuickBooks

Importing transactions and listings into the company file may result in a double entry in QuickBooks. It's possible that third-party software is used to carry out the importation, thereby causing the issue.
The Rebuild Data Utility for QuickBooks might occasionally be the root of double transactions. The Utility tries to recover transactions that can't be recovered at this point.
Duplicate clients may be entered if certain information in the Point of Sale system is ignored. If a customer record is entered incorrectly or without a middle name and the customer already exists, a duplicate transaction results.
Manually entered transactions in QuickBooks may also result in duplicate transactions.

Also read: how to transfer QuickBooks to a new computer

Procedure to Check Duplicate Transactions in QuickBooks Desktop

In QuickBooks, there isn't a particular way to look for duplicate transactions, but you can make use of the Filter and Sorting to identify them. The steps listed below will make things clear:

From the gear icon in the Bank Account, users need to choose Chart of Accounts.
After that, select View Register by the Bank.
From the Bank Register menu, select the Filter
To find transactions from a particular month or quarter, use the filter.
By clicking the Payment or Deposit column, you can arrange the list by amounts. Automatic date sub-sorting is also carried out.
To get rid of them, users need to look for QuickBooks Duplicate Transactions from there.

Steps to Remove QuickBooks Double Entry or Duplicate Transactions

The measures to remove duplicate transactions are listed below. Pay close attention to each step as you proceed.

Web:

Select Transactions from the QuickBooks Self-employed menu.
A remark is added on top of any transactions that are duplicates. After that, opt for the Delete Duplicate Transactions
Select Keep marked transactions after making a note of the transaction copy which you want to keep.

Application:

Select Transactions from the main menu.
At the top, a caution about potential duplicate transactions is displayed. Select View.
Choose the duplicate transactions you want to keep, mark them, and then choose again.
Users then need to choose the option to Keep Marked Transactions.
The QuickBooks Duplicate Downloaded Transactions option needs to be excluded.
This approach would be useful if you have QuickBooks duplicate downloaded transactions. If you remove the downloaded QuickBooks Duplicate transactions, the balances will match. After that, you'll be able to make amends. To prevent such transactions, adhere to the following steps:
Select Banking from the menu.
Check the boxes next to the transactions you want to keep out of the Review
From the list of Batch Actions, select Exclude Selected.

Removing duplicate Transactions in the Register mode:

In Register mode, the downloaded transactions appear at the bottom of the screen. Follow the procedures below if you need to remove any duplicate transactions:

From the Banking menu, select Bank Feeds.
Select the Bank Feeds Center menu item.
Find and select the statement under Items Received from Financial Institution. Then select View.
To complete the procedure, choose the appropriate transactions and press Done.
In the Not Finished Matching box, select Yes.
After that, you are sent to the Online Banking Center.
Look for and note any duplicate transactions in the Items received section of your Bank. Finally, press the Delete key to finish.

Steps for removing Duplicate Transactions in QuickBooks

In the side-by-side mode, the transactions show up on the left side of the screen. In such circumstances, users should adhere to the instructions below to remove duplicate transactions:

Select Bank feeds from the Banking
Hit the Bank Feeds Center
You must select the account that contains the transactions you want to delete from the Reviewed area.
Select the items you want to get rid of now.
Choose the transactions you want to remove from your account, then click Delete selected and opt for Yes.
It is important to notice that the dates the transactions were received are listed in the bank records. As a result, they might be more recent. The transaction was entered for the user on that particular day.

The process to remove duplicate transactions in QuickBooks Desktop is quite easy if you know the right steps. For your convenience and easy understanding, we have drafted this article in a simple step-by-step process. If you face any difficulty, then you can call our QuickBooks technical support team via our helpline i.e., 1-800-761-1787 for assistance.

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