When I process payments from customers it shows twice in my bank register. Once for the direct deposit and once when I post the payment to their acct. How do I fix this

Hello sunsetvalleydesi,

I hope you are having a great weekend so far! It almost sounds you may have a possible matching issue. To determine if this is the issue, we can go back into our Bank Register and review both payment transactions. From there you want review the Banking Tab column. In this column you will notice some of your transactions will have a green square, while others may be empty.

The green square notifies us that the transaction was reviewed through our Banking Tab. If there is no green square this will be a manual transaction waiting to be matched.

I will provide an article that goes over categorizing and matching transactions to assist you.

Categorize and match online bank transactions in QuickBooks Online
https://quickbooks.intuit.com/learn-support/en-ca/banking-currency/match-and-categorize-bank-transactions-in-quickbooks-online/00/262536

I truly hope that is all that it is. If not feel free to reach back out I'd be more than happy to help.

Kindest Regards,
Lourdes Fernandez

Hello sunsetvalleydesi,

 

I appreciate that you've taken a moment to shed some light on what's happening in your QuickBooks Online when receiving payments from customers. It sounds like you may be using QuickBooks Payments, which is a great way to get paid faster and provide a more simplified process for your customers to pay you. I'd be happy to help with your duplicate transactions in your bank register.

 

Lourdes has you off to a good start to approach this if you're using the banking feed feature in QuickBooks Online. I have another idea of what may be going on, but ultimately, the message that I feel both she and I are trying to convey is that it's important to only be adding a transaction for a single payment once.

 

As I mentioned, it sounds to me like you may be using QuickBooks Online Payments since you mention a transaction from the deposit. When you work with Payments, QuickBooks creates the payment related to the invoice for you, meaning that you don't need to create a second payment for that invoice. If what you've done is received the payment through Payments and then also created another transaction for the invoice payment, that's why it's now appearing twice.

 

Taking a closer look at what these transactions are and how they were posted will help with figuring out this situation. For that reason, I invite you to contact QuickBooks Online's support team if you still need assistance or would like some extra guidance on how to handle this. There are a few ways you can get in touch, so please feel free to choose whichever works best for you.

 

Schedule a Callback or start a Chat: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.

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Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

Take care and have a great week!