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J
JS12345
November 4, 2024
Question

QBO adding jobs and duplicating payments

  • November 4, 2024
  • 1 reply
  • 0 views

Hi

I'm having a strange problem that's been going on a few months.  It started after my client started using a Quickbooks Checking account, but I don't know if that triggered the problem, or not.

 

She makes invoices in QBO, and her customers pay her through QBO.  All was fine until a few months ago when QBO started adding Jobs to her Customers and making the invoices under the Job name.  Then, two payments would show up - one payment with the Job name would be applied to the invoice, and the other payment with the Customer name would be included in the bank deposit.  I spent hours untangling two months worth of these and really don't want to do any more.  Can someone help with this, please?????  We are willing to pay someone to fix this, but I really feel like QBO cased this mess and Intuit should pay for the time spent.

Thank you

Jane

1 reply

H
Heide DC
November 4, 2024

Facing obstacles that disrupt your business operations can be incredibly challenging, JS12345. I'm here to help you enhance your financial record tracking and save time so everything operates more efficiently on your end.

 

We can Exclude or Delete duplicate payments in QuickBooks Online (QBO). Excluding a transaction means it won’t appear in your bank feeds again while deleting it causes QBO to mark it as missing and download it again. I recommend the option for the exclusion method in your For Review tab as a straightforward solution.

 

Here’s how you can do it:

 

  1. Navigate to the Transactions menu and select Bank Transactions.
  2. If the transaction is already categorized, click Undo under the Action column to revert it to the For Review tab.
  3. Next, go to the For Review tab, select the transaction, and click the Exclude button.

 

Once excluded, the transaction will move to the Excluded tab. If you need to undo the exclusion, navigate to the Excluded tab and click Undo.

 

 After categorizing your transactions, you’ll be ready to reconcile your accounts, ensuring they align with your bank and credit card statements.

 

We'll be always here to guide you if you need help aside from removing transactions from your bank transaction. Just click the Reply button and we'll be there. 

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