How to permanently delete duplicate transactions in QuickBooks?

Author: Data Service Solutions

Are you looking for the process to delete duplicate transactions in QuickBooks? Well, your search ends up here. It is an undeniable fact that QuickBooks permits you to remove duplicate transactions from the bank feeds. This simply denotes that you are able to eliminate all the duplicates and the transactions added multiple times directly from the bank feed. Different aspects of your QuickBooks company file may show duplicate entries due to careless data entry methods. In certain scenarios, internal errors in the company file can also come across QuickBooks Double Entry. Let’s get started over to have a deep insight into the same.

How to find Duplicate Transactions in QuickBooks Online?

Before moving ahead to delete duplicate transactions in QuickBooks, you need first to locate duplicate transaction numbers in QuickBooks Online. In this way, if you’ve accidentally used the same number twice, then edit your transaction numbers.

Check your expenses for duplicate transaction numbers

Here’s how to spot your expense transactions with duplicate transaction numbers.

  1. First, navigate to Expenses and choose Expenses.

  2. Now, you need to select the No. Column to sort your transactions.

  3. And check for duplicate transactions.

Run a supplier report

You can run a supplier report with much more ease to have a clear view of all your expenses.

  1. Head to the Reports.

  2. Next, enter Transaction List by Supplier in the search field.

  3. From the Report period dropdown menu, choose the All Dates option.

  4. After this, click Run report and select Sort.

  5. Press No from the Sort by dropdown menu and then tap on Ascending order or Descending order.

  6. Ultimately, you’ll see a list of your bills, cheques, expenses, and other expense transactions listed in numerical order.

Read more - About QuickBooks error 108

Check your sales for duplicate transaction numbers

Here’s how to locate your sales transactions with duplicate transaction numbers.

  1. In the beginning, go to Sales and select All Sales.

  2. Next, choose No. Column to sort your transactions.

  3. Also, check for duplicates.

Run a customer report

You can simply run a customer report to have a clear view of all your sales transactions.

  1. Move to Reports.

  2. Now, Enter Transaction List by Customer in the search field.

  3. Hit the All Dates icon from the Report Period dropdown menu.

  4. After this, you need to click Sort.

  5. From the Sort by dropdown menu, press No and then select Ascending order or Descending order.

  6. At last, you’ll see a list of your invoices, sales receipts, and other sales transactions listed in numerical order.

Effective steps to Delete Duplicate Transactions in QuickBooks Online

The methods to delete duplicate transactions in QuickBooks Online depend on the tab the transaction appears in. Here are the steps if your transaction is categorized or matched or if the duplicate transactions are showing in the For Review tab.

If the duplicate transactions are in the 'For review' tab

  1. To begin with, navigate to bookkeeping and choose Transactions, then select Bank accounts.

  2. Now, choose the bank account that has duplicate transactions and, tap on For Review menu, then tickmark the duplicate transactions.

  3. A black box will start appearing at the top of all transactions; from here, you need to click on Exclude.

  4. To permanently remove these transactions from QuickBooks, hit the Exclude tab and choose the box next to the left of the Date column, then select duplicate transactions.

  5. In the end, you need to hit the Delete tab.

Read more - About Unable to export to excel from Quickbooks

If the Duplicate Transactions are categorized or matched

  1. The first step is to go to bookkeeping, select Transactions, then choose Bank accounts.

  2. Now, hover over the Categorised tab and click on all the duplicate transactions.

  3. Click the Undo button, which will show all the selected transactions, and move them over to the For Review tab.

  4. After this, navigate to the For Review menu and tickmark the duplicate transactions.

  5. Select Exclude appearing in the black box at the top of all transactions.

  6. Finally, hit the Exclude tab and, choose the box next to the Date column, then tap on Delete.

Wind-up!

Is it still challenging for you to delete duplicate transactions in QuickBooks? Don’t worry; here’s the right solution available for you. At times, while trying to sort the bank transactions, a few transactions are added multiple times and interrupt the entire transaction process. So, just feel free to get in touch with our certified experts at a Toll-free number +1-(855)-955-1942 and share your concern with us. We’ll give our best to get you out of this technical annoyance.