I understand how frustrating it can be to deal with duplicate transactions in QuickBooks.
- Review and Match Transactions:
- First, review and match the transactions in QuickBooks. Make sure you’ve properly categorized and matched them to avoid duplicates.
- If you’re using bank feeds, ensure that you’ve reviewed and accepted the transactions correctly.
- Exclude Duplicate Transactions:
- Go to the Banking or Transactions menu in QuickBooks.
- From the For Review tab, select the checkbox of the duplicate transactions you want to exclude.
- Click Exclude to remove them from your books.
- Delete Duplicates from the Chart of Accounts:
- If you’re still seeing duplicates, check if the linked account (such as a checking account) is causing the issue.
- Navigate to the Chart of Accounts:
- Click the Accounting tab on the left panel.
- Select Chart of Accounts.
- Locate the account that’s creating duplicate transactions and click View Register under the Action column.
- Delete the duplicate entries one by one.
- Consult an Accountant:
- It’s always a good idea to consult an accountant to ensure accurate reporting.
- They can guide you through this process and provide tips to prevent future duplicates.
Remember to create a backup copy of your file before making any changes, just in case.
