QuickBooksHelpIntuit
Duplicate transactions when using a recurring template
by Intuit• Updated 4 weeks ago
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 the duplicate template
To check for the duplicate template:
- Go to Reports (Take me there).
- In the "Find report by name" field, enter Recurring Template List.
- Select Customise.
- On the Customise report window, select Filter, then the Name checkbox.
- In the Name field, select the customer’s name.
- Select Run report.
Delete the 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:
- Go to Settings ⚙.
- Under Lists, select Recurring transactions.
- Locate the Template Name that is causing the duplicate transaction.
- Select Delete from the Action column.
- Select Yes to confirm you want to delete the template.
Now you know how to handle duplicate transactions from your recurring template.
Sign in now for personalized help
See articles customized for your product and join our large community of QuickBooks users.
More like this
- Create recurring transactions in QuickBooks Onlineby QuickBooks•85•Updated May 28, 2024
- Edit a recurring template in QuickBooks Onlineby QuickBooks•49•Updated February 08, 2024
- Schedule recurring transactions created with a template in QuickBooks Onlineby QuickBooks•9•Updated May 30, 2024
- How to handle a recurring transaction that did not runby QuickBooks•Updated January 26, 2024