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K
kturton
December 4, 2021
Question

Duplicate investments

  • December 4, 2021
  • 1 reply
  • 0 views

Hi.  I recently transferred my offline Quickbooks to Online Quickbooks.  In my offline version I had an account called Term Investments (all GIC investments) when I moved to online that account was transferred over but I also linked my bank accounts so now my GIC accounts are listed as they should be updating through online banking.  The issue is now my investments are duplicated in the balance sheet as they are listed in the "term investment' account as well as through the linked investment account.  Can anyone provide a suggestion on how to resolve the duplication of these accounts?  Ideally i would like to keep the GIC accounts that are linked through online banking.  Appreciate the help.

1 reply

J
JamesM4
December 6, 2021

Hello kturton, 

 

Welcome to the Community. QuickBooks Online is a powerful program that's designed to help you save time with your accounting. I'll be happy to share more info and provide the details you need in order to move forward with your business. 

 

It's important to know the root cause of why the accounts are duplicating in order to prevent this from happening again in the future. That being said, I see you benefiting more by contacting our support team so they can share your screen and assist you further with this. Here are our contact details: 

  • Schedule a Callback or start a Chat: click (?) in the upper right in QuickBooks Online > enter "Contact support" > choose Contact Us > provide a brief summary > select Let's Talk > choose Get a callback or Start a Chat.
  • Social Media: Facebook, Twitter, and Instagram.
  • Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET. 

Otherwise, I recommend looking into merging the duplicate accounts on your end. Here's an article that provides more details about how to Merge duplicate accounts, customers, and suppliers in QuickBooks Online.

 

Let me know if this info helps. I'll be here in case you need further assistance. 

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