Welcome to the Community space, Ivan.
Yes, you can absolutely send a receipt in QuickBooks Online (QBO) without creating duplicate ledger entries, but it requires following a specific workflow.
If you simply Add a transaction from the bank feed and later create a Sales Receipt manually, you'll end up with double-counted income. To avoid this issue, you need to use the Match feature.
To send a receipt without duplicates, you'll have to create the Sales Receipt first. Here's how:
- Click on the +New button and select Sales Receipt.
- Enter the customer's details and any other necessary information.
- Set the Deposit to field to the same bank account where the payment will appear. Afterwards, send or email the receipt to your customer.
When the transaction appears in your Bank Transactions tab, QBO will recognize that the dollar amount and date match the receipt you already created. Ensure to match them to keep your records accurate.
This method results in only one ledger entry, while still providing the customer with their receipt.
If you have any additional questions, feel free to use the Reply button below.
