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MTTPMR
Oct 19, 2019 1:54 PM UTC
Question

duplicate transactions

as soon as I get a receipt I snap it and upload it too QB, but when my bank refreshes with the card payment it submits it again but doesn't recognise it as a duplicate, how do I prevent this without having to manually do it constantly. hope this makes sense

1 reply

MaryLurleenM
MaryLurleenM
Level 6
Oct 19, 2019 3:44 PM UTC

Hello there, MTTPMR,

 

If you upload the receipt it should automatically match with a bank transaction. If it doesn't match with any of your bank transactions, it will create a transaction of itself.

 

The scan receipt works if you upload the receipt after the transaction is posted on your QuickBooks Self-Employed account. It automatically matches with the downloaded transactions.

 

Let me know if you have additional questions about receipts in QBSE.

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