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Intuit

Duplicate transactions when using a recurring template

If you're seeing duplicate transactions from your recurring template, it may be that you have two or more templates created for the same customer. These templates could be named differently.

Note  Recurring templates are only available in QuickBooks Online Essentials and Plus.

Search for duplicate template

To check for the duplicate template:

  1. From the left menu, select Reports.

  2. In the "Enter report  name" field, enter Recurring Template List.
  3. Select Customize.

  4. On the Customize report window, select the Filter drop-down, then checkmark the Name box.
  5. In the Name field, select the customer's name.

  6. Select Run report.

Delete duplicate template

Notice that each item listed is a separate template for the customer. If you see a duplicate template, make note of the template name. To delete the duplicate template:

  1. Select the Gear icon on the Toolbar.

  2. Under Lists, select Recurring Transactions.

  3. Locate the Template Name that is causing the duplicate transaction.
  4. Select Delete from the drop-down arrow in the Action column.
  5. Select Yes to confirm you want to delete the template.

Now you know how to handle duplicate transactions form your recurring template.