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yvette4
Level 1

Does anyone have issues or automatically double entries when you transfer funds from the checking account to credit card (pay-down)? and how do I fix that? - thank you.

 
Solved
Best answer May 19, 2020

Best Answers
JessT
QuickBooks Team

Does anyone have issues or automatically double entries when you transfer funds from the checking account to credit card (pay-down)? and how do I fix that? - thank you.

Hi yvette4!

 

I will continue to help you with your duplicate entries and reconciliation.

 

You could have deleted the duplicate entries, not the reconciled ones. Ideally, you'd first create a transfer in QuickBooks to show the payment in your checking and credit card accounts. Then, you'd match them with your checking and credit card feeds.

 

Right now, just leave the excluded transactions. Then, re-create the deleted transfer, and mark the entries in the checking and credit card accounts as reconciled (R). This step will fix the reconciliation balances of both accounts. Please delete any duplicates as well.

 

R mark.PNG

 

If you need references in the future, you can find articles about QuickBooks Online on the QuickBooks Support page. Just select the topics you like.

 

Let me know if you still have questions about your credit card payment and your reconciliation.

View solution in original post

11 Comments
Rejeil_O
QuickBooks Team

Does anyone have issues or automatically double entries when you transfer funds from the checking account to credit card (pay-down)? and how do I fix that? - thank you.

Thank you for posting here in Community @yvette4,

 

Double entries happen when your checking and your credit card connect account are both connected in QuickBooks. When you transfer funds from your checking to your credit card account, both accounts will post the same set of transactions.

 

You can delete the duplicate transactions in your Chart of Accounts. Here's how:

 

  1. On the left panel, click the Accounting tab.
  2. Select Chart of Accounts.
  3. Look for the account holding the transfer, then tick the View register under the Action column to expand the view.
  4. Click the transaction, then select the Delete button.

 

I've also added an article that helps you review and edit transactions in account registers.

 

If you have additional questions, feel free to leave a message in the comment section. I'll be happier to help. Have a great day!

yvette4
Level 1

Does anyone have issues or automatically double entries when you transfer funds from the checking account to credit card (pay-down)? and how do I fix that? - thank you.

Hello there, 

thank you for your help! I went ahead and delete as per your email but now both of the accounts checking and credit card are out of balance :( 

 

Best, 

Yvette 

 

 

Since this reconciliation on 04/23/2020, changes were made to the reconciled transactions in this report.

DATE TYPE REF NO. PAYEE ORIGINAL AMT (USD) CURRENT AMT (USD) CHANGE AMOUNT CHANGE (USD)
03/02/2020 Expense American Express CC 8,000.00 0.00 Deleted 8,000.00
03/11/2020 Expense American Express CC 5,000.00 0.00 Deleted 5,000.00
Total13,000.00

 

 

yvette4
Level 1

Does anyone have issues or automatically double entries when you transfer funds from the checking account to credit card (pay-down)? and how do I fix that? - thank you.

Hello there, 

So after I deleted the transactions per your email both of my account the credit card and the checking are out of balance and the amount showed up on my banking under CC I went ahead and put them under excluded? should I deleted from there - please help me thank you.

 

Best,

 

Yvette  

yvette4
Level 1

Does anyone have issues or automatically double entries when you transfer funds from the checking account to credit card (pay-down)? and how do I fix that? - thank you.

I am so sorry I click the wrong button, I still need help to resolve this matter - thank you... 

JessT
QuickBooks Team

Does anyone have issues or automatically double entries when you transfer funds from the checking account to credit card (pay-down)? and how do I fix that? - thank you.

Hi yvette4!

 

I will continue to help you with your duplicate entries and reconciliation.

 

You could have deleted the duplicate entries, not the reconciled ones. Ideally, you'd first create a transfer in QuickBooks to show the payment in your checking and credit card accounts. Then, you'd match them with your checking and credit card feeds.

 

Right now, just leave the excluded transactions. Then, re-create the deleted transfer, and mark the entries in the checking and credit card accounts as reconciled (R). This step will fix the reconciliation balances of both accounts. Please delete any duplicates as well.

 

R mark.PNG

 

If you need references in the future, you can find articles about QuickBooks Online on the QuickBooks Support page. Just select the topics you like.

 

Let me know if you still have questions about your credit card payment and your reconciliation.

View solution in original post

yvette4
Level 1

Does anyone have issues or automatically double entries when you transfer funds from the checking account to credit card (pay-down)? and how do I fix that? - thank you.

Hi Jess, 

Thank you for your help! I need to go home right now but the account now are looking a mess is anyway we can do a remote call tomorrow so I can see or you can teach me how to resolve this mess I made :( please 

Best, 

Yvette 

AlexV
QuickBooks Team

Does anyone have issues or automatically double entries when you transfer funds from the checking account to credit card (pay-down)? and how do I fix that? - thank you.

Good day, yvette4.

 

Only our Customer Support Team can do a remote session with you. Please reach out to them by following these steps:

  1. Go to Help and select Contact Us.
  2. Enter Double Entries in the question field and select Let's talk.
  3. Choose either Start messaging or Get a callback.

I've added this article to help you in fixing issues when you're reconciling accounts in QuickBooks Online.

 

I'll be here if you have other questions. Have a great day!

yvette4
Level 1

Does anyone have issues or automatically double entries when you transfer funds from the checking account to credit card (pay-down)? and how do I fix that? - thank you.

Good Morning, 

 

I tried the steps to get a hold of an agent for a call back, but I am NOT getting that choice only messaging or question for the community? 

 

Best, 

Yvette 

MadelynC
QuickBooks Team

Does anyone have issues or automatically double entries when you transfer funds from the checking account to credit card (pay-down)? and how do I fix that? - thank you.

Good morning, @yvette4.


Allow me to join you in this thread and help you out.


The callback feature should be available. You can check out our support hours of operation through this article: Support hours and types.


Try to clear your browser’s cache, doing this can prevent errors and help your application run efficiently. 


You can also use our test drive account to contact our QuickBooks Support team. If the callback option still won’t show up: https://c23.qbo.intuit.com/app/homepage.


callback.PNG

In case you need some information about reports, payments, and banking. Please refer to this link: Help articles.

 

Don’t hesitate to reach us again if you have questions with QuickBooks. I’ll be here anytime.

JayM2
Level 2

Does anyone have issues or automatically double entries when you transfer funds from the checking account to credit card (pay-down)? and how do I fix that? - thank you.

That's Ok, but the issue is that in the banking transactions "for review" from the credit card side QBO matches the CC payment to the transfer already in the bank registry, and then it creates the double-entry transfer. I think that's a design flaw, because if a match is found the transaction should be linked to the one already posted rather than creating a new one. Thanks.

IamjuViel
QuickBooks Team

Does anyone have issues or automatically double entries when you transfer funds from the checking account to credit card (pay-down)? and how do I fix that? - thank you.

Hello there, @JayM2.

 

Let me share additional information about the duplicate transfer transactions in your account.

 

Are you seeing the same set of transactions posted in the same bank account or on two separate accounts? Duplicates usually happen when you connect both your bank account (Account A) and credit card account (account B) in QuickBooks. When you transfer funds from account A to account B,  both accounts will post the same set of transactions. It's possible that only one transaction was matched and the other was not. You can exclude the duplicate that was not reconciled nor match. 

 

If the transactions are still showing in the For Review tab: 

  1. In the left navigation tab, click on Banking.
  2. In the For Review tab, select the duplicate transactions. 
  3. Click on Batch actions and select Exclude Selected
  4. In the Excluded tab, check the boxes for these duplicates.
  5. Click on Batch actions and select Delete.

If these duplicates are already accepted/matched, here's how:

  1. In the left navigation tab, click on Banking.
  2. In the In QuickBooks tab, select the duplicate transactions. 
  3. Click on Undo.
  4. In the For Review tab, select the duplicate transactions. 
  5. In the Excluded tab, check the boxes for these duplicates.
  6. Click on Batch actions and select Delete.

You can read through this article for more detailed instructions: Record your payments to credit cards.

 

Let me know if you have other questions or concerns about managing your bank transactions. I'll be right here to help you. Have a lovely day!

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