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advhse
Level 1

I was exporting a report of YTD sales to a spreadsheet. The report shows duplicate sales to the same person...how do I correct this?

Correction is needed within Quickbooks and not with a spreadsheet. Also, I've requested help from Quickbooks via chat and multiple requests for phone call and have gone unanswered.
4 Comments 4
IamjuViel
QuickBooks Team

I was exporting a report of YTD sales to a spreadsheet. The report shows duplicate sales to the same person...how do I correct this?

This is not the service we want you to experience, @advhse.

 

Let me guide you in locating the duplicate sales transactions.

 

Here's how:

  1. Go to the Sales menu.
  2. Choose the All Sales tab.
  3. Select the No. column to sort it.
  4. When the Sales populate, it toggles the numbers in ascending and descending order.
    • You can also sort it by customers name
  5. Check for duplicates.

Once you're able to confirm that the sales receipt or invoice were duplicates, you can either void or delete it. Here's how:

  1. Click the Sales menu.
  2. Find and select the duplicate sales transaction.
  3. Select More.
  4. Press Void.
  5. Hit Yes.
  6. Click OK

duplicate1.PNG

 

Once completed, you can now try to export your customer's YTD sales report again.

 

The Community has your back, so please let me know if I can be of further assistance with your payments or anything else. Hope you have a wonderful day.

advhse
Level 1

I was exporting a report of YTD sales to a spreadsheet. The report shows duplicate sales to the same person...how do I correct this?

I don't think I was being clear. I exported a report of YTD to excel. And the exact same transaction on two different dates shows.

 

 

advhse
Level 1

I was exporting a report of YTD sales to a spreadsheet. The report shows duplicate sales to the same person...how do I correct this?

I wasn't clear. I exported YTD to excel. The spreadsheet shows the same transaction twice on two different days. This transaction shows only the one time on the customer's account. Yet the transaction with it's items shows more than once on the excel spreadsheet.  

Image 1 - shows invoice #1273 on 05/27. Image 2 - shows the same invoice on 05/22. Image 3 shows the customer's purchases, and shows only 1273 once. 

Screenshot 2020-07-05 11.04.39.png

Screenshot 2020-07-05 11.04.24.pngScreenshot 2020-07-05 11.12.59.png

MaryAnn_E
QuickBooks Team

I was exporting a report of YTD sales to a spreadsheet. The report shows duplicate sales to the same person...how do I correct this?

Hello there, @advhse.

 

Thanks for providing a screenshot of your concern. The information that'll show depends on which report you generate. If you run the item reports, it will show all the invoices that contain the details per item on the exported file.


Here' a sample report I've run, it shows the details of the transactions like the item with the duplicate invoice number posted.

 

sc1st.PNG


sc2nd.PNG

 

Also, you can check out these articles for more information about reports in QuickBooks Online: 

 

If you have other questions or concerns, let me know in the comment section below. I'm always here to help. Have a good one.

 

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