We appreciate you joining the thread, @mwwolfmn.
Reading your post, it looks like you've already received payment for the invoice and then made a bank deposit. In cases like this, please know that this process causes the income to appear twice and reflect in your Profit and Loss report. To avoid posting it twice, you'll want to review the payment made to the invoice Deposit to field, and check if it's posted to Undeposited Funds. If this is the case, you'll want to edit the bank deposit made and delete the item you've added in the Add funds to this deposit field. Once done, choose the amount in the Select the payments included in this deposit section to match the invoice total.
However, if you've selected the correct bank account when reviewing the invoice payment made, you'll want to delete the bank deposit instead to get rid of the duplicate posting. We'll input the steps to get you going:
- Access your QuickBooks Online company.
- On the left navigational bar, go to the Transaction tab and select Chart of accounts.
- Locate the account, and then click View register.
- Locate the bank deposit and then click on it.
- Select Delete.
If you're unsure of what to delete, you may run the Transaction List by Customers to review the invoices and see and get rid of those unwanted transactions. These are the steps:
- Access your QuickBooks Online company.
- Go to the Reports tab, and then in the Search bar, type Transaction List by Customers.
- Choose the correct reporting period and click the Run report button.
In addition, we've got these articles to help you add more details to your report and keep your current settings for future use:
The Community team is always ready to get back to you anytime. Please don't hesitate to leave a comment below or post here. We've got your back.
