Upload the same receipt twice?

Alfred_bo · ‎August 10, 2020

Hi,

I have just migrated to QBSE. I have a folder in my email account which is entitled "receipts" and contains about 165 email receipts. I found a way to export them into individual pdf files which I then forwarded as attachments to Quickbooks. Most have been matched successfully, a few duplicate transactions had to be corrected. Alas!! I just noticed that when I exported my mailbox, only 99 emails got exported, instead of 165! There is no way I can export only the missing receipts: I can only do it all in one go.

So my question is:

What will happen if I send to Quickbooks a receipt it has already matched? Will I get a duplicate transaction?

Alternatively: could I delete all receipts currently logged in Quickbooks to make a clean new batch import?

Many thanks.

Best

Alfred

JamesDuanT · ‎August 11, 2020

We can correct your data together, Alfred_bo.

If you send receipts that are already matched in QBSE, the system will still attempt to look for possible matches. Since we already know that there are possible duplicates in your account, here are the things that we can do:

Review your bank statement
Review the transactions in your QBSE
Exclude the duplicate receipts.

You can use this link for reference: Handle duplicate transactions in QuickBooks Self-Employed.

Meanwhile, excluding the duplicate receipts is one way of ensuring that you won't add or match them.

Here are some articles that you can use as your guide regarding the receipts:

We'll be right here if you need additional assistance in managing your transactions. Have a great day!

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