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sales-poppyandpa
Level 1

I have a duplicate transaction. one is a deposit and it should not be

Ive tried deleting the deposit transaction. and it came back. it should not be a deposit. it should only be an expense on my credit card
3 Comments 3
Giovann_G
Moderator

I have a duplicate transaction. one is a deposit and it should not be

Thanks for reaching out to us, sales-poppyandpa.

 

I'll ensure you'll be able to remove the duplicate transaction.

 

Is the duplicate deposit coming from the bank transaction that you've accepted/matched? If so, you can follow these easy steps to delete it:

 

  1. Go to the Banking menu, then Banking.
  2. Click the Categorized tab.
  3. Locate the duplicate deposit, then select Undo.
  4. Go to the For review tab. then locate and checkmark the box for that deposit transaction.
  5. Select Exclude.
  6. You can go to the Excluded tab to remove the transaction permanently.

 

For future reference, you can review this article about reconciliation to ensure your QuickBooks balance matches with your bank or credit card balance: Reconcile an account in QuickBooks Online.

 

Let me know if you need further assistance deleting duplicate transactions. I'll be here to help you.

sales-poppyandpa
Level 1

I have a duplicate transaction. one is a deposit and it should not be

I have the basic package. there is nothing under the banking tab. is there another menu I can use?

JoesemM
Moderator

I have a duplicate transaction. one is a deposit and it should not be

 

Thanks for getting back to us, @sales-poppyandpa. Allow me to chime in and share additional steps on how to delete the deposit.

 

Before we start, may I ask what QuickBooks subscription you're using? This way, I can provide a better and more accurate resolution. Any additional info is much appreciated.

 

For now, you can go to your bank register and delete the deposit if it's already been added. Let me show you how:

 

  1. Go to Accounting.
  2. Select your bank account.
  3. Under ACTION, select View Register.
  4. Locate the deposit with the correct amount.
  5. Select Delete.
  6. Click OK.

 

In addition, here's an article you can read to learn more about how you can review your transaction in your bank register: Find, review, and edit transactions in account registers.

 

You can also run the Deposit Detail report. This report shows all your deposits, with the date, customer or vendor, and amount. For the steps, on how to run reports in QuickBooks: Run reports in QuickBooks Online.

 

Once done, you might want to utilize these links for guidance in ensuring your accounts are well organized: 

 

 

Let me know in the comments below if you have other questions about your QuickBooks Online company. I'll be here every step of the way. Take care, @sales-poppyandpa.

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