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Duplicate transactions when using a recurring template

SOLVEDby QuickBooksQuickBooks Online92Updated 1 day ago

If you're seeing duplicate transactions from your recurring template, it may be that you have two or more templates created for the same customer. These templates could be named differently. 

Note: Recurring templates are only available in QuickBooks Online Essentials and Plus.

Search for duplicate template

To check for the duplicate template:

  1. Go to Business overview then select Reports (Take me there), or go to Reports (Take me there).
  2. In the "Find report by name" field, enter Recurring Template List.
  3. Select Customize.
  4. On the Customize report window, select Filter, then the Name checkbox.
  5. In the Name field, select the customer’s name.
  6. Select Run report.

Delete duplicate template

Notice that each item listed is a separate template for the customer. If you see a duplicate template, make note of the template name. To delete the duplicate template:

  1. Go to Settings ⚙.
  2. Under Lists, select Recurring transactions.
  3. Locate the Template Name that is causing the duplicate transaction.
  4. Select Delete from the Action column.
  5. Select Yes to confirm you want to delete the template.

Now you know how to handle duplicate transactions form your recurring template.

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