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ccraig-stemania
Level 2

Hi, I have a set of duplicate transfers into a checking account. I want to delete one. Neither are listed in banking section, so I can't delete. What do I do? thx

 
Solved
Best answer March 08, 2020

Best Answers
IamjuViel
QuickBooks Team

Hi, I have a set of duplicate transfers into a checking account. I want to delete one. Neither are listed in banking section, so I can't delete. What do I do? thx

Hello, @ccraig-stemania.

 

The troubleshooting steps provided by my colleague, @GlinetteC is for QuickBooks Online desktop app. Let me share additional information about the duplicate transfer transactions in your account.

 

Duplicates usually happens when you connect both of your bank account in QuickBooks. When you transfer funds from account A to account B,  both account will post the same set of transactions. You can exclude these duplicates.

 

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.

Get back to us here if you have other questions. I'm always here to help.

View solution in original post

9 Comments
FritzF
Moderator

Hi, I have a set of duplicate transfers into a checking account. I want to delete one. Neither are listed in banking section, so I can't delete. What do I do? thx

Welcome back to the Community, @ccraig-stemania.

 

There are two ways on how to delete the duplicate transfers in QuickBooks Online (QBO), and the steps to do this are pretty easy.

 

If they're created on the Banking page, you can see them in the In QuickBooks or Reviewed tab instead. Here's how to delete them:

 

  1. In QBO, go to the Banking menu at the left pane to get to the Banking page.
  2. Click the In QuickBooks or Reviewed tab and locate the duplicates.
  3. Tick the Undo button under Action column to bring them back in the For Review tab. 
  4. Now, go back to the For Review tab and place a checkmark on the duplicates.
  5. In the Batch actions drop-down, pick Exclude selected.

 

They're now listed on the Excluded tab for reference or review, but are not tracked as part of your business finances and don't appear in any associated account registers or reports.

 

On the other hand, if the transfers are recorded in the Chart of Accounts, here's how to delete them:

 

  1. Go to the Accounting menu at the left pane to get to the Chart of Accounts.
  2. Find the bank account holding the transfer, then tick the View register under the Action column. 
  3. Click on the transactions and hit Delete.

 

For more information, consider checking out this article: Find, review, and edit transactions in account registers.

 

Please let me know if you have any other issues or concerns by leaving a comment in this thread. I'm more than willing to assist. Have a great rest of the day!

ccraig-stemania
Level 2

Hi, I have a set of duplicate transfers into a checking account. I want to delete one. Neither are listed in banking section, so I can't delete. What do I do? thx

Hi, I read through your instructions and did exactly what you said...but the transaction comes back.   I really believe you have a defect here.   

 

The Transfer appears twice in my  Register for both accounts (the From and the To).   It does not appear at all in the banking tab.   When I delete it in the Register, it actually deletes it....until I reopen QBO.   It comes back!    Would really appreciate your looking into this.   Thanks

ccraig-stemania
Level 2

Hi, I have a set of duplicate transfers into a checking account. I want to delete one. Neither are listed in banking section, so I can't delete. What do I do? thx

Hi, another update.   It also appeared twice in the app.   I tried to "Exclude" one of the transactions because that was the option I was given.    I went back to QBO on my desktop....and both transactions are still there.    Thanks

GlinetteC
Moderator

Hi, I have a set of duplicate transfers into a checking account. I want to delete one. Neither are listed in banking section, so I can't delete. What do I do? thx

It's good to have you back, ccraig-stemania.

 

Good work in performing the recommended steps on deleting duplicates as provided by my colleague above. The instructions should fix the issue. Since the issue continues, let's do a few troubleshooting steps to resolve this. 

 

We can refresh your QuickBooks app by clicking Help, and select Reset App Data. Then, clear the cache by going to File, and then Clear Cache. This helps us clear out stored files that might cause the issues in the program. 

 

We can also try deleting the duplicates using a web browser. Please follow the steps given above.

 

I'd appreciate it if you can tag me with the results. I want to assist you further in case the same thing occurs.

ccraig-stemania
Level 2

Hi, I have a set of duplicate transfers into a checking account. I want to delete one. Neither are listed in banking section, so I can't delete. What do I do? thx

Hi.   When I click "Help", the options are: "Record and make Bank Deposits", "Create a journal entry", "Update your billing and subscription info", "Void or delete transactions", "How to print checks".    So "Reset App Data" does not come up.   When I search for "Reset App Data", nothing is found.    Are you sure this is correct???

IamjuViel
QuickBooks Team

Hi, I have a set of duplicate transfers into a checking account. I want to delete one. Neither are listed in banking section, so I can't delete. What do I do? thx

Hello, @ccraig-stemania.

 

The troubleshooting steps provided by my colleague, @GlinetteC is for QuickBooks Online desktop app. Let me share additional information about the duplicate transfer transactions in your account.

 

Duplicates usually happens when you connect both of your bank account in QuickBooks. When you transfer funds from account A to account B,  both account will post the same set of transactions. You can exclude these duplicates.

 

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.

Get back to us here if you have other questions. I'm always here to help.

View solution in original post

Stephbrown1
Level 1

Hi, I have a set of duplicate transfers into a checking account. I want to delete one. Neither are listed in banking section, so I can't delete. What do I do? thx

I need help with this and I'm not sure if this stream applies to the desktop version?  I do not see anywhere that the screenshots line up??  

Normally when this happens to me, if I go through my register and delete the duplicates that do not have the lightening bolt in the check mark column where there are duplicates, everything is fine, all my balances are good.  But this time, when I did that, unfortunately, my balance in my checking is ridiculously off and my other accounts are fine.  Can anyone help me??  

JonpriL
Moderator

Hi, I have a set of duplicate transfers into a checking account. I want to delete one. Neither are listed in banking section, so I can't delete. What do I do? thx

Hello @Stephbrown1,

 

Let me help share how you can fix the balance of your account with duplicate transactions so you can get back to business in no time.

 

To start with, the screenshot you've mentioned shared in this thread is for the online version of QuickBooks. Now to fix the duplicate transaction in your account, let's consider following the suggestion shared by my colleague, @IamjuViel.

 

But if the issue persists, you can consider utilizing the in-product tools to help fix the incorrect balance of the account in question since the others are working fine. To do so:

 

A. To Verify Data

  1. Go to File.
  2. Click Utilities.
  3. Select Verify Data.
  4. Click OK.

B. To Rebuild Data

  1. Go to File.
  2. Click Utilities.
  3. Select Rebuild Data.
  4. Click OK.

In addition, here's an article you can read to learn more about the QuickBooks tools: Verify and Rebuild Data in QuickBooks Desktop.

 

Lastly, I've got you this helpful article for guidance in preparation for the 2020 tax season: QuickBooks Desktop Year-end Checklist.

 

If there's anything else that I can help you with, please let me know by leaving any comments below. I'll be here to lend a hand.

george46
Level 1

Hi, I have a set of duplicate transfers into a checking account. I want to delete one. Neither are listed in banking section, so I can't delete. What do I do? thx

Hi all,

The problem is QuickBooks and I spoke with technical teams too

I worked with Sage, Xero accounting and this problem does not exist. ( u should see yearend adjustments on QuickBooks compared with others)

QuickBooks is wrong by posting the transfers, we have loads of transfers going on in and out and all accounts are connected with a live feed. If I were u I would go and check the credit cards too because u will have the same problem, the transfer from main account to the credit card is posted twice in the chart of accounts.

Again what everyone from QuickBooks support will tell u is to go and delete the duplicates, after that I will go and make new transfers and again go and delete duplicates, ha ha ha, that’s stupid. (fix the main problem)

Another stupid thing I had to let go after few conversations with QuickBooks support is allocating a refund received to a supplier credit note straight from the bank transaction (for review) (something u can easily do in Xero)

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