How To Delete Duplicate Transactions In QuickBooks Desktop?


Several users of QuickBooks stumble upon duplicate transactions most of the times. It is always suggested that users fill in the correct information related to the transaction to avoid the occurrence of duplicate transactions in QuickBooks.  This article offers detailed information that can help you delete duplicate transactions in QuickBooks.  For technical help, feel free to call us at 1 800 761 1787 to avail proper guidance from our certified experts.

Causes of Duplicate Transactions in QuickBooks

The major causes for the presence of duplicate transactions in QuickBooks are listed below:

  • If you import transactions and lists into the company file, QuickBooks might make a double entry. It’s possible that the importation is done with software from a third party, which would cause the issue of duplicate transaction in QuickBooks.
  • Sometimes, double transactions could be caused by the Rebuild Data Utility in QuickBooks. The Utility tries to bring back some of the transactions.
  • If you don’t pay attention to some information in the Point of Sale system, you could end up with duplicate clients. If a customer record is entered wrong or without a middle name and the customer already exists, a duplicate transaction happens.
  • Transactions that are entered by hand in QuickBooks can also cause duplicate transactions.

What is the procedure to Check for Duplicate Transactions in QuickBooks Desktop?

The below given steps should help you in checking for the presence of any duplicate transactions in QuickBooks.

  • If you import transactions and lists into the company file, QuickBooks might make a double entry. It’s possible that the importation is done with software from a third party, which would cause the problem.
  • Sometimes, double transactions could be caused by the Rebuild Data Utility in QuickBooks. The Utility tries to bring back transactions that can’t be brought back right now.
  • If you don’t pay attention to some information in the Point of Sale system, you could end up with duplicate clients. If a customer record is entered wrong or without a middle name and the customer already exists, a duplicate transaction happens.
  • Transactions that are entered manually in QuickBooks can also cause duplicate transactions.
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Steps to Remove QuickBooks Double Entry or Duplicate Transactions

Follow the steps given below to delete any duplicate transactions in QuickBooks.

Web:

  • From the QuickBooks Self-employed menu, choose Transactions.
  • A note is added to the top of any duplicate transactions. Then, choose the option to Delete Duplicate Transactions.
  • After making a note of the transaction copy you want to keep, choose the option to Keep marked transactions.

Application:

  • From the main menu, choose Transactions.
  • A warning about possible duplicate transactions is shown at the top. Choose View.
  • Choose the duplicate transactions you want to keep, check them, and then choose again.
  • The user must then choose “Keep Marked Transactions.”
  • You should not use the QuickBooks Duplicate Downloaded Transactions option.
  • This method could help if you have downloaded transactions twice into QuickBooks. If you delete the downloaded QuickBooks Duplicate transactions, the balances will match. Then you’ll be able to make things right. Follow these steps to stop these kinds of transactions:
  • Pick Banking from the list of options.
  • Check the boxes next to the transactions you don’t want to show up in the Review tab.
  • Choose Exclude Selected from the list of Batch Actions.

Use the Register mode to duplicate Transactions

In Register mode, transactions that have been downloaded show up at the bottom of the screen. If you need to delete any duplicate transactions in the register mode, follow the steps below:

  • Choose Bank Feeds from the Banking menu.
  • Choose the Bank Feeds Center item from the menu.
  • Under Items Received from Financial Institution, look for the statement and click on it. Then, click on View.
  • To finish the process, choose the right transactions and press the “Done” button.
  • In the box that says Not Done Matching, choose Yes.
  • You are then taken to the Online Banking Center.
  • Look for duplicate transactions in your bank’s “Items received” section and make a note of them. The last step is to press the Delete key.
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Steps for removing Duplicate Transactions in QuickBooks

In the side-by-side mode, the transactions are shown on the left side of the screen. In this case, users should follow the steps below to get rid of duplicate transactions:

  • From the Banking menu, choose Bank feeds.
  • Click the button for the Bank Feeds Center.
  • In the “Reviewed” area, you must choose the account that has the transactions you want to delete.
  • Choose what you want to get rid of right now.
  • Choose the transactions you want to get rid of, click Delete selected, and then choose Yes.
  • In the bank records, it is important to pay attention to the dates that the transactions were made. So, they might be more up-to-date. On that particular day, the transaction was put in for the user.

This article attempted to unfold all the relevant information to help you delete duplicate transactions in QuickBooks. If you are seeking technical guidance for QuickBooks, then you should call our experienced QuickBooks ProAdvisors at 1 800 761 1787.


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