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September 9, 2024
Question

I migrated from Xero. Everything in QBO is in triplicate - eg 3 sales accounts. TX from shopify appears in all 3. How do I remove the duplicate tx and then accounts?

  • September 9, 2024
  • 1 reply
  • 0 views
Triplicate came from aborted migrations requiring "purge" and repeat. It seems the purges did not complete.

1 reply

September 9, 2024

Hello, @StuartL.

 

You can proceed with purging your data again , as the initial purge has not yet been completed in QuickBooks Online (QBO). I'm here to assist you with this process.

 

Please know that purging data depends on how long you had your subscription. If you've had your plan for less than 60 days, you can proceed to with the process. Furthermore, If you encounter issues during purging, try repeating the steps in incognito mode or other supported browsers.

 

After that, migrate your Xero accounting information to QBO again so the current data will be overwritten.

 

On the other hand, for subscriptions that exceed 60 days, you will no longer be able to purge them. However, you still have a couple of options. You'll want to consider cancelling your existing account and subscribing a new one to start over fresh.

 

If you prefer to continue using your existing account, you can merge duplicate accounts and manually delete any duplicate transactions. Here's how:

 

  1. In your company, head to the Gear icon and choose Chart of accounts.
  2. Look for the account you wish to keep and click the dropdown in the Action column to select Edit.
  3. Take note of the Save account under (Account Type), Tax form section (Detail Type), and Account name (Name) of the account.
  4. Make sure the information is the same between the accounts you want to merge.
  5. Check if the account is a subaccount or a parent account. Their names of subaccounts are indented in the Name column of the Chart of accounts list and note the parent account it's linked to.

 

Now that we have all the details, let's handle the duplicate account. Simply follow these steps:

 

  1. Go back to Chart of accounts.
  2. Look for the duplicate account (one you won't keep).
  3. Press the dropdown in the Action column and choose Edit.
  4. Edit the Account name (Name), and Tax form section (Detail Type) so the duplicate's information exactly matches the one you wish to save.

 

Once done, we can now delete the identical transactions so your books are accurate and up-to-date.

 

In addition, here are articles to help you manually add transactions and reconcile your accounts in QBO:

 

 

If you have any further questions about managing your accounts and transactions in QBO, feel free to reach out. We're here to help!