Skip to main content
N
nicole-npaulcons
July 19, 2022
Question

How to resolve duplicate deposits for same service?

  • July 19, 2022
  • 1 reply
  • 0 views
I have two deposits for the same amount for the same service and I'm not sure which one to delete? One is posted through my bank feed. The other seems to have posted when the client paid the invoice sent through QB. Do I keep the one from the client's payment so it's linked through the invoice and shows as paid? Or do I keep the one posted from my bank? And will this happen every time someone pays an invoice or did I do something wrong in how I marked the invoice?

1 reply

D
DebSheenD
July 19, 2022

Hi, nicole-npaulcons.

 

Thank you for posting your concern here in the Community. I'm here to help you fix duplicate deposits and clarify how transactions post to your account in QuickBooks Online.

 

Once you receive a payment from an invoice in QuickBooks, they will both reflect on your Accounts Receivable and bank register. To avoid duplicates from the downloaded data in bank feeds, you'll need to choose the Match option instead of Add.

 

You can still undo added transactions from the banking section. This way, you can match it to the payment entered into the system.

 

Here's how:

 

  1. On the left navigation bar, tap Banking.
  2. Choose the account.
  3. Go to the Categorized tab.
  4. Find the transactions, then hit Undo.


Once done, you can remove the duplicate transaction from the Bank feed.

 

  1. Click Banking or Transactions on the left menu.
  2. Choose the bank account, then in the For Review tab, place a checkmark for the duplicate transactions. 
  3. A black box will show at the top of all transactions, showing the selected amount, Tap Exclude.
  4. To permanently remove these transactions hit the Excluded tab and click the tick box to the left of the Date column to tick all transactions and Delete.

 

I've also attached an article that'll help you if you don't see recently downloaded bank transactions in bank feeds, as well as how to fix banking errors: What to do if you get a bank error or can't download transactions in QuickBooks Online.

This should keep you moving today. Don't hesitate to let me know if you have additional questions about duplicate deposits. I'm always here to keep helping. Have a good one!

Terms & ConditionsAccessibility statement