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A
arkvalleyinfo
January 21, 2019
Question

Is there a way to search for duplicate transactions if they have already been entered into Quickbooks?

  • January 21, 2019
  • 1 reply
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Many were entered due to a disconnect and reconnect issue when the wrong accounts were input. So there are dozens of duplicates and I'd love to know if there is a way to search for duplicate transactions that were entered on the same day for the same amount.

    1 reply

    MichaelDL
    MichaelDL
    January 21, 2019

    Greetings, @arkvalleyinfo.

     

    While there isn't a method for specifically searching for duplicate transactions, you can utilize Filter and Sorting tools to quickly spot these items like so:

     

    Filtering and Sorting to Find Duplicates

    1. Begin by navigating to the bank account where the issue is occurring. Click the Gear icon (⚙) > Chart of Accounts > View Register next to the bank.
    2. In the Bank Register, click the Filter menu to open it. Narrow the list of transactions by searching for a single month or quarter.
    3. Click either the Payment or Deposit column to sort the list by their Amounts. They'll automatically be sub-sorted by their Date.
    4. Now you can search for duplicate Amounts/Dates to consider them for deleting.

    We offer additional information on this in our guide on filtering or searching for transactions in QuickBooks Online. I've included a brief video demonstration below:

     

    Using these instructions, you can locate and remove any duplicate transactions that may have resulted from your account being reconnected. Please let me know if there's anything else I can do to help you succeed today. Thanks for coming to the Community, wishing you and your business a great week ahead.

      B
      Bluemonkey
      January 23, 2019

      I have numerous duplicate transactions all throughout my accounts in Quickbooks. I don't know why. There's even a duplicate account, and none of my balances in Quickbooks match the ones in my bank account because of duplicates (and months of missing transactions as well.) I am baffled by this software, especially after transitioning from the Microsoft Money software, which was so much easier to use. In that program, I could search for duplicate transactions, and it would show me all of the doubles in my Money account and allow me to select which to delete (or to approve, if I just happened to make two identical deposits or withdrawals on the same day.) I would strongly recommend adding this function. I've been trying to use this software for two years and I'm about ready to give up.

        Kristine Mae
        Kristine Mae
        January 23, 2019

        I appreciate the points you're making, Bluemonkey.

         

        For now, you'll want to follow my colleague @MichaelDL's suggestion to find duplicate transactions.

         

        Please know that we're here to make sure your voice will be heard. I'll send feedback to my manager regarding your insights. You can send feedback as well by clicking the Gear icon, then choosing Feedback. Most of our features/updates are results of feedback provided by our customers/users.

         

        If you have other concerns, don't hesitate to post in the Community. 

         

         

         

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