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anthonyfatica-be
Level 1

How do I remove duplicate deposits?

 
10 Comments 10
gayatriluthfias20
Level 7

How do I remove duplicate deposits?

Hi anthonyfatica-be , to delete deposit in Quickbooks desktop: 

  1. On the top menu, choose Banking.
  2. Select Bank Feeds and then Bank Feeds Center.
  3. Click the Transaction List button.
  4. Look for the duplicate deposit. Put a check mark to select it.
  5. Go to the Action column and select Ignore.
  6. Hit Yes to delete the deposit.

RCV
QuickBooks Team
QuickBooks Team

How do I remove duplicate deposits?

Let me guide you on how to remove duplicate deposits in QuickBooks, anthonyfatica-be. 

 

If it is a duplicate downloaded transaction, we can go to the Bank Feeds Center. Then delete the transactions that don't match.

 

Here's how:

 

  1. Go to the Banking menu then select Bank Feeds.
  2. Choose Bank Feeds Center.
  3. Select your account in the Bank Account section.
  4. Find and select the same statement from the Items Received From Financial Institution section.
  5. Tap Delete.
  6. Click OK to confirm.

For more details about this one, check out the Remove duplicate transactions in QuickBooks Desktop article.

 

If the deposit is already added in your bank register, we can delete them Use Register page. Let me show you how:

 

  1. Go to Banking.
  2. Choose Use Register.
  3. Tick the Select Account drop-down and select your bank account.
  4. Tap OK.
  5. Double-click on the duplicate deposit.
  6. Click Edit on the top menu.
  7. Select Delete Deposit.
  8. Press OK to confirm

Visit our Banking page for more insights about managing your bank transactions. 

 

That should point you out in the right direction. I'll be right here to continue helping if you need a hand with reconciling your bank accounts. Assistance is just a post away.

SuperiorGCAZ
Level 3

How do I remove duplicate deposits?

All that does is put in back into "Record Deposits"  undeposited funds.  How to get it out of there & delete?

 

MaryLandT
Moderator

How do I remove duplicate deposits?

Let me help you delete deposits, SuperiorGCAZ.

 

Many deposits originate from the Undeposited Funds account. If you delete them, they'll appear on this account.

 

All you need to do is open those deposits from the Undeposited Funds account and delete them from there. Let me show you how:

 

  1. Go to Banking.
  2. Choose Use Register.
  3. Tick the Select Account drop-down and choose Undeposited Funds.
  4. Tap OK.
  5. Find the deposit, then double-click it.
  6. After selecting the deposit to delete, the deposit screen will appear like this.
    delete a deposit1.PNG

  7. To delete your deposit, click on the Edit menu on top of the screen, and click on Delete Deposit.
    delete a deposit2.PNG

 

I'm also adding this article to learn more about the different ways in tracking customer payments in QuickBooks Desktop: Get started with customer transaction workflows.

 

Please don't hesitate to leave a comment below if you have updates about deleting deposits. The Community always has your back.

SuperiorGCAZ
Level 3

How do I remove duplicate deposits?

Ok I did that but it puts the payment back in Payments to Deposit under the Record Deposits icon.  How do I delete that?

MaryLandT
Moderator

How do I remove duplicate deposits?

You can delete the payment through the customer's account, SuperiorGCAZ.

 

Let me show you how to do it.

 

  1. Go to Customers, then Customer Center.
  2. Highlight the name of the customer, then proceed to the Transactions tab.
  3. Find and open the payment.
  4. From the Receive Payments window, click Delete, then OK to confirm.
    delete a deposit4.PNG

 

If you need to learn how to record your sales, check out this link : Get started with customer transaction workflows. It detailed steps to guide you through the process of recording your daily income to QuickBooks.

 

Let me know if you have follow-up questions about deleting deposits. I'm always glad to help you.

SuperiorGCAZ
Level 3

How do I remove duplicate deposits?

My Undeposited Funds register is at zero, everything is accounted for.  Under the customer, there is only the 1 correct payment, not duplicated here.

 

I just need to remove it from the to be deposited 

JessT
Moderator

How do I remove duplicate deposits?

Hi SuperiorGCAZ,

 

Hope you had a great day! Let me continue to help you with your deposits.

 

Normally, when you deposit (Banking > Make Deposit) all the money that sets in the undeposited funds account, its balance will turn to zero, and the payment transactions will be removed from the Payments to Deposit window.

 

The question here is how did you zero out your undeposited funds account? Did you deposit the funds by recording a journal entry or a transfer? If that's the case, you'll want to delete them and record your deposits by going to the Banking menu, selecting Make Deposit, and choosing the transactions in the Payments to Deposit window.

 

Feel free to share an update after doing the steps I mentioned. If you need further assistance, please don't hesitate to comment below. I'm just right here to continue to assist you.

SuperiorGCAZ
Level 3

How do I remove duplicate deposits?

Honestly, I don't remember how I got here.  This has been going on since November & no one has had a solution that has worked.  I've done a few solutions & this is were I am at.  The customer's record/transaction history is correct, everything balances.  There's just this lingering deposit in "Make deposits" that I can't figure out how to remove.  I'm pretty frustrated with this.

 

ChristieAnn
QuickBooks Team

How do I remove duplicate deposits?

Hi there, SuperiorGCAZ.

 

I appreciate you for coming back to the thread and for performing some steps to resolve the issue. This isn't also the kind of feeling that I'd like you to have, and we know how much time it can take when something transaction hasn’t been removed the way you want it. With this, I'll be sharing additional details on how the deposit entries work in QuickBooks. Then, ensure you'll be routed to the right person to assist you further on this matter and completely remove the transactions.

 

When you process customer's payment in QuickBooks Desktop, it will be put in the Undeposited funds that hold the payments until you deposit them at your real-life bank. That said, all entries shown in the Make Deposit screen are customers’ payments. Then, the way to remove those transactions is by following the steps above about deleting the payment through the customer's page.

 

If the issue persists, I suggest contacting the QuickBooks Desktop Support Team. They have the tools to pull up your account in a secure environment and verify the cause of the issue. Also, they'll be able to remove entries from the deposit screen on your end so you can get back on track.

 

Lastly, you may refer to this article to view different details on deposit payments into two separate bank accounts: Record and make bank deposits in QuickBooks Desktop.

 

If you need anything else about managing your transaction on the Deposit page, please let me know in the comment below. I'll be right here to further help you. Have a good one!

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