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September 3, 2024
Question

How do i stop a transaction double recording and messing up my books? Every time i get a zelle deposit, it records twice. Do i have to correct one by one?

  • September 3, 2024
  • 1 reply
  • 0 views
every time i get a zelle deposit (which is how i recieve most of my payments) it records it double, once as a record that a transaction happened, and once as the payment itself. Problem is it shows in my books  as if i was paid twice and throws my bookkeeping numbers off. How do i A- stop this from happening in the future and B- correct this mistake efficiently? Do i have to go through and delete/void manually? i can only seem to delete the doubles in my reconcile tab, and this starts me from the main page again after each one. any help is appreciated

1 reply

September 3, 2024

Allow me to help you fix your duplicate transactions and stop this from happening again.

 

To start, let's fix your current situation by deleting the duplicate that is in your Bank Register:

  1. On the left panel, click Transactions.
  2. Choose Bank Transactions, then select Go to the Bank Register.
  3. Find the duplicate transaction.
  4. Once located, click it, then click Delete.

 

Additionally, you can check out these articles to learn how to exclude a downloaded bank transaction and void or delete a transaction:

 

Moving forward, I recommend matching the payment to your existing transactions to avoid duplicate transactions in the future.

 

Once done, I suggest reconciling your account so they always match your bank and credit card statements.

 

Feel free to stop by if you have more questions about your transactions or need assistance with QuickBooks. Keep safe.