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d.riseberg
Level 2

How to delete a duplicate transaction

In August our organization received a $50.00 Paypal donation.  The merchant fees are $1.40, so the deposit was for $48.60.  For some reason, I entered the donation twice.  The deposit only appears once in the account though.  Whenever I try to delete either of the entries, I get the following warning:

You need to delete this sales receipt from the deposit before you can delete the transaction itself, or edit its name or amount.

My concern is, if I change the wrong entry do I mess up the whole deposit?  I assumed that one entry was the correct one, and the other was waiting to be deposited.  That's not the case.  Both entries seem to point to the same transaction/deposit.  Do I simply make one of the entries all 0's and seee if it works?  I haven't come across this before, so I don't want to mess things up now.

1 Comment 1
Anna S
QuickBooks Team

How to delete a duplicate transaction

Good evening, @d.riseberg.

 

I want to ensure you get the support you need.

 

Since deleting these transactions can affect your books, I recommend contacting your accountant for the best solution. However, I can provide steps below on how to remove the sales receipt from the deposit and duplicate transaction.

 

Deleting Sales Receipts from Deposit:

  1. Click on the Banking menu. 
  2. Select Make Deposits.
  3. Hit Previous to show the deposit for that sales receipt. 
  4. Press Ctrl+D to delete the deposit.
  5. Open the sales receipt again, and you can now delete it.

Deleting Duplicate Transactions:

  1. Go to the Banking menu.
  2. Choose Bank Feeds and then Bank Feeds Center.
  3. Pick the statement from the Items Received From the Financial Institution sectionThen click View.
  4. Match the appropriate transactions. Hit Done to match them.
  5. Press Yes in the Not Finished Matching screen. You'll return to the Online Banking Center.
  6. Find and select the same statement from the Items Received From the Financial Institution section, then choose Delete.

Let me know if you have any additional questions. I'm always here to help.

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