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samtab-omnidisc-
Level 1

How can I merge 2 expenses that are duplicated (one with an attachment) so not appearing twice on the Bank Register?

 
7 Comments 7
JamesM4
QuickBooks Team

How can I merge 2 expenses that are duplicated (one with an attachment) so not appearing twice on the Bank Register?

Hello samtab-omnidisc-,

 

Sometimes it's necessary to merge two expenses so you're on the right track with your work. QuickBooks offers a dynamic platform that's designed to simplify the way you manage your accounting. I'll be glad to share more info on this so you can get back to doing what you love. 

 

I'd like to make sure I'm on the same page as you. Are you looking to keep a record of both transactions or you're looking to delete one of them since it's a duplicate? Feel free to share as much info as you can in the comments below. I'm here to help you achieve your QuickBooks goals. I'll be one message away.

 

 

 

 

samtab-omnidisc-
Level 1

How can I merge 2 expenses that are duplicated (one with an attachment) so not appearing twice on the Bank Register?

Thank you for the reply. I will be looking to delete one of the duplicates.. was hoping to be able to combine the 2 entries into one but not sure that will be possible. Thank you

JamesM4
QuickBooks Team

How can I merge 2 expenses that are duplicated (one with an attachment) so not appearing twice on the Bank Register?

I see what you're saying. You're more than welcome to reach back to me in case you have other questions. Otherwise, I wish you a great rest of the week! 

BrunoC
Level 1

How can I merge 2 expenses that are duplicated (one with an attachment) so not appearing twice on the Bank Register?

I don't see an answer here. Is it not possible to attach the receipt from the second entry to the original transaction?

Trish_T
QuickBooks Team

How can I merge 2 expenses that are duplicated (one with an attachment) so not appearing twice on the Bank Register?

Hi BrunoC,

 

Thanks for reaching back out to Community!  QuickBooks Online has a couple of options available for you to achieve your goal to merge an expense and prevent any duplicate entries in the bank register.  I'd be happy to help!

 

I'd recommend editing the date on the secondary expense with the attachment, to match it to the one previously created, this way you can view the original, ensure there's no attachment and delete the file.  This would be the quickest and most simplified route.  You can also go to the form with the attachment, click on the link to open the file and save it to your computer.  You'll then be able to attach it to the original expense and then delete the secondary or duplicate one.

 

I hope this has been helpful!

 

If you need additional assistance or have any other questions, please don't hesitate to reach back out.  We're here for you!

BrunoC
Level 1

How can I merge 2 expenses that are duplicated (one with an attachment) so not appearing twice on the Bank Register?

Thanks for your help, that worked.

Trish_T
QuickBooks Team

How can I merge 2 expenses that are duplicated (one with an attachment) so not appearing twice on the Bank Register?

Hi BrunoC,

 

You're welcome!  I appreciate you letting me know.  Take care and enjoy the rest of your day!

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