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Everything you need to know about banking in QuickBooks Online - Discover more
jono
Level 1

Debtor's account, quickbooks automatically creates for you,it has messed up £9000 worth of transactions saying they are not paid when they are. loads of duplicates too?

Debtor's account has copied loads of sales receipts that are paid, copied them to expenses and therefore messed all my net profit etc up. There are also loads of other duplicates expenses now too for some reason too
1 REPLY 1
MirriamM
Moderator

Debtor's account, quickbooks automatically creates for you,it has messed up £9000 worth of transactions saying they are not paid when they are. loads of duplicates too?

Hi there, @jono.

 

When you import transactions in QuickBooks Online (QBO), it'll be posted on your banking page which you need to review. 

 

One of the reasons why some transactions are showing unpaid is when they do not match on the transactions you've already entered in the system. Thus, it'll create a brand new transaction using the info you imported.

 

To resolve the issue, you can undo what you've reviewed on the Banking page. Here's how:

  1. Go to Banking page, then click the Banking tab.
  2. Tap the blue tile for the account you imported the transaction.
  3. Select the Categorised tab.
  4. Locate the transaction you want to undo.
  5. Select Undo from the Action column. 

Doing so will remove the added record from your accounts in QuickBooks. Then, go back to the For review tab and find a match transaction with the one you already entered. It will link the two transactions, so there aren't any duplicates. All you have to do is make sure the match is correct.

 

For more information about adding and matching transactions in QBO, see this article: Categorise and match online bank transactions in QuickBooks Online.

 

If you have any follow-up questions, feel free to leave a comment below. I'll be here to help. Have a good one!

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