How to Delete Duplicate Transactions in QuickBooks Desktop?


Are you looking for steps to delete duplicate transactions in QuickBooks Desktop? Well, your search ends with this post. Read on to learn more. QuickBooks allows you to delete duplicate transactions from your bank feeds. This simply means that you can delete duplicate transactions directly from your bank feeds. The most important thing to note here is that the process of deleting transactions is highly dependent on the mode you are using. Well, read this blog and clear all your doubts. This blog clearly explains how to remove duplicate transactions in QuickBooks Desktop. Another way to clear up any confusion is to call an accounting professional. To get connected with an accounting professional simply call on our toll-free number i.e. +1-800-360-4183.

What causes Duplicate Transaction Entries in QuickBooks?

Below are some reasons why double entries can occur in QuickBooks.

·         Double entry can occur when importing lists and transactions into a company file.

·         Import may be done by external software.

·         In some cases, the QuickBooks Data Recovery Utility can cause duplicate transactions in QuickBooks.

·         This occurs when the utility attempts to recover an unrecoverable transaction.

·         Duplicate entries may exist in the QuickBooks Store if some details are missing.

·         Additionally, if you add some transactions manually, you may encounter double-entry issues, especially if the automatic feature is enabled.

Steps to Check for Duplicate Transactions in QuickBooks Desktop

The following steps will help you find duplicate transactions and remove duplicate transactions in QuickBooks.

·         For now, simply click on the bank account gear icon and select the Chart of Accounts tab.

·         Go ahead and select the View Registrations tab.

·         Also, in the bank register, click to open the filter menu.

·         You may also want to apply filters to search for monthly or quarterly transactions.

·         Next, click the Payment or Deposit column to sort the list by amount.

·         Sort by date, even if done automatically.

·         From there, you need to search for duplicate QuickBooks transactions and target them for deletion.

Deleting Duplicate Transactions in Side-by-Side and In Register Mode

If you are using side-by-side mode, in this case, the downloaded transactions will be displayed on the left side of the screen.

·         Please access the Bank Menu.

·         Next, you must select Bank Feed and then Bank Feed Center.

·         Next, in the Verified Items section, select the account whose transactions you want to delete.

·         The next step is to select the items you want to delete.

·         To proceed, you must select the deleted transaction and confirm by clicking Yes.

If you are using In Register Mode, in this case, the register will be displayed on the top of the screen and the downloaded transactions will be displayed at the bottom.

·         First, access the banking menu.

·         Then select Bank Feed and then Bank Feed Center.

·         Search and select your bank statement from the items you received from your financial institution.

·         Then select the Display option.

·         The next step is to reconcile the related transactions and select Finish to reconcile the transactions.

·         Then select "Yes" on the Not yet Completed Adjustments screen.

·         Return to Online Banking Center.

·         Next, search for and select the same statement from the items you received in the Financial Institutions section.

·         Then select Delete.

Conclusion:

Now that you have read this blog to the end, you may be able to successfully delete duplicate transactions in QuickBooks Desktop. However, if you have any questions or need technical assistance completing tasks in QuickBooks, please call us at +1-800-360-4183. We provide immediate support and guidance. For more information, please contact our QuickBooks support team.

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