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June 12, 2022
Question

Double Sales in QBO

  • June 12, 2022
  • 6 replies
  • 61 views

I use a 3rd party website for my business that schedules, distributes client materials and collects payments. This website integrates with QB and syncs invoices and customers directly once payment has been made. This website also uses Stripe for their payment processing. I know that Stripe and QB do not play nicely together so I am using Snyder to reconcile the stripe transaction fee. 

I went into my QB today to do some work and noticed that all my sales are being double. When I go into all sales I am seeing both and Invoice and Sales Receipt for the same customer service. How can I reconcile this? 

6 replies

QuickBooks Team
June 12, 2022

Hi, @philipandrews.I'll help you get rid of your duplicate sales transactions from your books.

In QuickBooks Online, you'll need to review transactions if you duplicate or incorrect entries upon reconciliation. This way, you can fix the issues before you can reconcile accounts smoothly. We can remove all the duplicated transactions directly from the account register. Let me show you how.

If you want to do it manually, you refer to this steps.
 

  1. Open the transaction.
  2. Go to the More tab, then select Delete.
  3. Then click Yes to confirm the action.
  4. Repeat the steps for other transactions.
     

However, if you want to delete by batch, here's how:
 

  1. Go to the Sales menu and choose the Invoice tab.
  2. Locate all the duplicate transactions and check the box icon.
  3. After that, click the Batch actions drop-down.
  4. Select Delete.
  5. Then hit Yes when prompted for confirmation.
     

I've also added this article for more details: Void or delete transactions in QuickBooks Online.
 
Furthermore, I'd also suggest you refer to your accountant. This way, you'll be guided on the process and you're account will still be accurate after deleting some duplicates.

I've also included this reference with a compilation of articles you can use while working with your bank reconciliation: Learn the reconcile workflow in QuickBooks.

After doing so, it will remove all the doubled sales transactions. If you have clarifications managing your sales transactions. I'll be here. Take care!

June 12, 2022

Hey so which of these transactions would you delete?

The sales receipt is what's being generated by Stripe going into my bank account. I think this should stay. 

Invoice and Payment are what's being generated from my client portal system, I can turn this integration off. I am thinking this part is . As long as Stripe is importing. 

Moderator
June 13, 2022

Thanks for the quick response, @philipandrews.

 

Let me share some insights on your concern about duplicate transactions in QuickBooks Online (QBO).

 

Yes, you can delete the invoice and its payment if you want to keep the sales receipt transaction. All you need to keep in mind is that you'll only have one transaction that will post into your income account.

 

Also, yes, you can definitely turn off the other integration to avoid having duplicate transactions moving forward.

 

Once you're good with all of your transactions, you can now proceed to reconcile an account in QBO. If everything matches up with your bank or credit card statements, you know your accounts are balanced and accurate.

 

Keep me posted if you have follow-up questions about your duplicate transactions by commenting below. We're happy to help anytime!