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Janet18
Level 1

Duplicate transactions

I manually input transactions into a new QB desktop bank account and reconciled at month end.  Then we set up Direct Connect.  I thought we could select and add just the new transactions into the existing account.  Direct Connect didn't offer the option to add transactions to the acct but to create a new QB account and brought in all transactions.  Can I delete the first acct I created with reconciled transactions??  Thanks!!

Solved
Best answer October 08, 2021

Best Answers
BigRedConsulting
Community Champion

Duplicate transactions

Yes, you can delete the account.  First, delete all the transactions you entered in it, then you can delete it.

View solution in original post

5 Comments 5
BigRedConsulting
Community Champion

Duplicate transactions

Yes, you can delete the account.  First, delete all the transactions you entered in it, then you can delete it.

View solution in original post

Janet18
Level 1

Duplicate transactions

Thank you for your help!  

Janet18
Level 1

Duplicate transactions

Thanks for your help!!

Duplicate transactions
Level 1

Duplicate transactions

On Quicbkooks Desktop Pro 2019:

 

There is one Bill Pay transaction that credited the cash account with two credit entries, subtracting the bill pay twice.  This occurred last month.  There is no line item that reflects the duplicated entry; the cash balance itself is doubly credited, since bank reconciliation confirms this.  Please advise.  Thank you.

SashaMC
Moderator

Duplicate transactions

Hello Duplicate transactions,

 

Thank you for chiming in on the thread. For this situation, it would be best to reach out to your accountant to see the best practice for your business. If you don't have an accountant, no worries! QuickBooks provides a ProAdvisor service. All you would need to do is simply enter your zip code, and you will be connected with experts within your area. They even offer a free consultation! Use this link to Find An Accountant.

 

The Community and I are here to lend a helping hand. Let me know if you have any other questions. Take care.

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