Thanks for getting back with the Community, Hull Girl.
Since your payment is showing twice on the ledger, it's possible you may have entered a duplicate payment. If you entered a duplicate payment and have already matched it, you'll want to undo your duplicated match, then delete the duplicate transaction.
Here's how:
- In your left navigation bar, go to Transactions, then Bank transactions.
- Access the Categorized tab and tick your duplicate transaction(s).
- A black box will appear showing how many transactions have been selected.
- Click Undo. This will move them to the For review tab.
- Open your For review screen and tick the duplicate transaction(s).
- Hit Exclude.
- To permanently remove your transaction(s) from QuickBooks, go to the Excluded tab and specify which ones you're working with by ticking their checkboxes.
- Select Delete.
If you don't see any unnecessary duplicate transactions you can unmatch, exclude, and delete, you'll want to check with an accounting professional to properly identify what's causing the discrepancy. If you're in need of one, there's an awesome tool on our website called Find a ProAdvisor. All ProAdvisors listed there are QuickBooks-certified and able to provide helpful insights for driving your business's success.
I've also included a couple detailed resources about working with bank transactions which may come in handy moving forward:
Please feel welcome to send a reply if there's any questions. Have a wonderful Thursday!
