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j-pero-atgeo-nl
December 7, 2023
Solved

In dashboard business overview income is to high one invoice has been added twice, cant find where that happens

  • December 7, 2023
  • 1 reply
  • 0 views
Original commenter did not share additional details
Best answer by Trish_T

Hi j-pero-atgeo-nl,

 

Thanks for getting back to us here.  Based on the information you've provided, it seems that the invoice you've deleted, may have had a payment applied to it.  This could cause the unexpected outcome.  Although you can't undo the deleted invoice, you can remove the payment.  By doing this, your books should balance.  

 

Here's how to remove a duplicate payment;

 

1. Go to your Settings ⚙ and open the Chart of accounts

2. Locate the associated account and click on Account history in the Action column

3. Click on the ▼ dropdown and choose your filters, to minimize your search

4. Locate the duplicate payment and hit Edit to expand the view

5. Confirm this is the duplicate entry

6. Once you've verified the entry, scroll to the bottom and open More

7. Hit Delete

 

Let us know if this is solved.  Your success is our number one priority and we are here to help!

1 reply

T
Trish_T
December 7, 2023

Hi j-pero-atgeo-nl,

 

Welcome to Community!  Having duplicate entries in QuickBooks Online can certainly create a negative impact on your books.  However, situations such as this can be resolved quickly.  I would be glad to help!

 

Follow these steps to locate the duplicate invoice;

 

1. From the left menu, open Sales, then Invoices

2. Click on the Customer/Project column heading to sort the list

3. Locate the duplicate invoice and click on the ▼ dropdown menu in the Action column to select Void/Delete

Note: Deleting a transaction is permanent and cannot be undone.  

 

Feel free to reach out again, if you have other questions.  We would be happy to assist!

J
j-pero-atgeo-nlAuthor
December 27, 2023

hi, i followed your steps, but in my invoice tab everything is correct. no duplicates. but in my overview it shows a this year to date amount that is to high, when i deduct the total amount from the overview and the invoices the amount remaining is the same as 1 of the invoices, when i first started using quickbooks i had trouble with the bank connections (twice the same bank account) so i removed the duplicate bank account. could that be the reason the amounts dont match? if so how to resolve?

T
Trish_TAnswer
December 27, 2023

Hi j-pero-atgeo-nl,

 

Thanks for getting back to us here.  Based on the information you've provided, it seems that the invoice you've deleted, may have had a payment applied to it.  This could cause the unexpected outcome.  Although you can't undo the deleted invoice, you can remove the payment.  By doing this, your books should balance.  

 

Here's how to remove a duplicate payment;

 

1. Go to your Settings ⚙ and open the Chart of accounts

2. Locate the associated account and click on Account history in the Action column

3. Click on the ▼ dropdown and choose your filters, to minimize your search

4. Locate the duplicate payment and hit Edit to expand the view

5. Confirm this is the duplicate entry

6. Once you've verified the entry, scroll to the bottom and open More

7. Hit Delete

 

Let us know if this is solved.  Your success is our number one priority and we are here to help!

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