by Intuit• Updated 1 week ago
If you're seeing duplicate transactions fromyour recurring template, it may be that you have two or more templates created for the same customer. These templates could be named differently.
Note: Recurring templates are only available in QuickBooks Online Essentials and Plus.
Search for the duplicate template
To check for the duplicate template:
- Go to Reports (Take me there).
- In the "Find report byname" field, enter Recurring Template List.
- Select Customize.
- On the Customize report window, select Filter, then the Name checkbox.
- In the Name field, select the customer’s name.
- SelectRun report.
Delete the duplicate template
Notice that each item listed is a separate template for the customer. If you see a duplicate template, make note of the template name. To delete the duplicate template:
- Go to Settings ⚙.
- Under Lists, select Recurring transactions.
- Locate the Template Name that is causing the duplicate transaction.
- Select Delete from the Actioncolumn.
- Select Yes to confirm you want to delete the template.
Now you know how to handle duplicate transactions from your recurring template.
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FAQs
When you connect your bank and credit card accounts to online banking, QuickBooks Self-Employed automatically downloads your latest transactions. Since each bank connects to QuickBooks differently, sometimes there are crossed wires. QuickBooks may occasionally download duplicate transactions.
How to get rid of duplicate transactions in QuickBooks Online? ›
Select the Gear icon and then go to Chart of Accounts. Find the account with the duplicate transactions and click the View register option. Identify the entry you wish to delete.
Why is Quicken duplicating transactions? ›
When that FITID changes on existing transactions and they're transmitted to Quicken, Quicken has no way of knowing that they're actually duplicates of previously downloaded transactions. Solution: Delete the duplicates from the account register.
How do I fix a recurring transaction in QuickBooks Online? ›
To fix this, follow the recommended steps to resolve the issues.
- Manually create transactions from the template. ...
- Confirm recurring transaction is set to Scheduled. ...
- Check the credit card status of the customer associated with the recurring sales receipt. ...
- Check if the sales tax code is changed.
How do I avoid duplicates in QuickBooks? ›
Select the menu ☰ icon and then Settings. Select Bank Accounts. Make sure your bank or credit card account is connected once. If there's a duplicate, select the toggle to OFF.
Why is QuickBooks doubling my expenses? ›
Adding transactions instead of matching causes a duplicate entry if you already have created transactions in QuickBooks Online (QBO). Learn more about matching and adding transactions in QBO through this link: Add and Match Downloaded Banking Transactions.
How to avoid duplicate transactions? ›
How to eliminate duplicate payments
- Reduce manual invoice data entry. ...
- Collect standard vendor documents. ...
- Cleanse your vendor database. ...
- Pay your invoices promptly. ...
- Reduce the number of vendors you work with. ...
- Limit vendor payment methods. ...
- Centralize invoice processing. ...
- Conduct regular AP audits.
How to prevent duplicate bills in QuickBooks Online? ›
How can i avoid accidentally paying invoices twice?
- Go to the Gear icon.
- Choose Account and settings.
- Click on Advanced.
- Select Other Preferences.
- From there, turn on the option "Warn me when I enter a bill number that's already been used for that vendor".
What causes duplicate transaction? ›
A duplicate payment occurs when a business or individual inadvertently makes multiple payments for the same goods, services, or invoice. This financial oversight often stems from errors within the payment processing system, leading to the unintended repetition of a transaction.
How do I remove duplicates from Quicken? ›
While holding the Ctrl key on your keyboard, click each of the duplicate transactions in the register. Once all the duplicate transactions are selected, right-click on any one of them and select Delete.
You may have recorded a transaction incorrectly. If you recorded a transaction with an incorrect amount, correct the transaction in the register. Select the transaction in the Reconcile Bank Statement window, click the Edit button, correct the transaction, return to the Reconcile Bank Statement window, and continue.
Why am I getting duplicate transactions in QuickBooks Online? ›
by Intuit• Updated 3 weeks ago
If you're seeing duplicate transactions from your recurring template, it may be that you have two or more templates created for the same customer. These templates could be named differently. Note: Recurring templates are only available in QuickBooks Online Essentials and Plus.
How to edit recurring template in QBO? ›
Select the Gear icon and select Recurring Transactions. On the top left for Template Type: select All or type of template desired to edit. Select the desired template and select Edit.
How do I fix duplicate transactions in QuickBooks desktop? ›
Remove duplicate transactions in Side-by-Side mode
- Go to the Banking menu.
- Select Bank Feeds and then Bank Feeds Center.
- In the Items Reviewed section, select the account with the transactions you want to remove.
- Select Items to Delete.
- Select the transactions you want to delete.
- Select Delete Selected.
How do I fix a double payment in QuickBooks? ›
Fix a credit card payment processed twice in QuickBooks Online
- Refund the customer's credit card. Select + New. Under Customers, select Refund Receipt. Select the name of the customer. ...
- Create an invoice. Select + New. Select Invoice. ...
- Link the invoice to the payment. Select + New. Then select Receive payment.
How do I stop QuickBooks from matching transactions? ›
Go to Transactions, then Banktransactions (Take me there). Select the Categorized or Reviewed tab. Select Settings ⚙ at the top of the transaction list. Turn the Automatic matching switch On or Off.
How can you exclude a bank transaction that is a duplicate in QuickBooks online from the For Review tab in the Banking Center? ›
To make organizing your books and reconciling your accounts easier, you can exclude duplicate transactions from appearing in account registers or financial reports. Here's how: Go to Transactions and select Bank transactions. Under the For review tab, choose the checkbox for each transaction you want to exclude.