Hello and welcome to the Community, teasechocolates.
It would be my pleasure to answer any questions you may have about the Sync With Square app.
When downloading bank feed transactions for your Square account, you'll need to choose the Match option instead of Add. You can Undo the bank transactions you accept from the For Review tab to fix duplicates.
I'm adding an article with additional information on this (scroll down to Wait, duplicate entries?): Sync with Square Hub
Please let me know if there's anything else I can do for you by leaving a comment below. The Community is on a look out for your response.
Thank you for joining into this thread, @Lucassss!
You can undo and exclude your transactions so it won't create duplicate deposits. I'll be glad to help you accomplish this.
First off, you can only add transactions from each of your bank and Square account so it won't create a duplicate deposit.
That being said, you have the option to undo your transactions from the Reviewed tab. You can follow the steps outlined by my colleague above.
From there, you can exclude them from the For Review tab if they are duplicate transactions. Here's how:
Once completed, I'm confident you can now review your transactions and fix your duplicate deposits.
In addition, here's an article you can read to learn more about excluding your transactions: How to Exclude Expenses from Downloaded Bank Transactions?
As always, you can visit our Help Articles page for QuickBooks Online if in case you need to learn some "How do I" steps.
It'll be always my pleasure to help if you have any other questions. I'll be keeping an eye for your response.
Unfortunately all of your suggestions mean that I have lost all of my detailed information on the sales products that were sold, and it is all lumped as "Square Deposits". The whole point was to have the ability to do an P&L and view that detail. Is there a way to delete the square deposits and keep the details of the square deposits that are CORRECT??
Doing this means I lose all of the detail needed to properly do a P&L which is critical for a business by the way. It only keeps the "Square Transactions" as a lump sums and I lose all the important data. Not an option. It needs to MATCH the deposits with the bank feed (which we have done religiously and mine does but it still doesn't work). And yet here I am with duplicate sales income (square deposits/transactions) and a duplicate....even though it says MATCHED
Hello there, mlazycranch.
It's possible that you matched the manually created deposits to those in your bank feeds. Also, you still have an existing sales receipt or invoice payment that was directly posted to the bank. You can undo the match first and then review the bank's register.
Here's how to undo a match:
Then, follow these steps to review the register:
If you have manually recorded deposits though you already created invoice payments or sales receipts, you can delete it. Then, match the payments to the bank downloaded transactions. This way, it won't create duplicates.
To help you in handling your transactions you can use these articles:
Keep me posted if you have other questions. Take care and stay safe!
I am having a problem with Square duplicates too, only mine are going into an Accounts Receivable category in QB that is showing as additional income on my Profit & Loss statement. The weird thing is it is only select locations from Square: custom invoices and POS swipe sales. I've matched all of the deposits with my business checking. I just need to get rid of the Accounts Receivables because those are being counted twice. Does that make any sense?