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alzuleycha
Level 2

Invoicing All Sales

I went to my Invoicing All Sales and I see two Sales Receipts with different numbers (one came from Paypal and the other from Shopify) that are the same sale, can I merge them or is this done through Reconcile?

If I leave the two Sales Receipts with the two different numbers won´t this create a wrong Total in my Invoicing  All Sales report?

Solved
Best answer April 14, 2021

Best Answers
LieraMarie_A
QuickBooks Team

Invoicing All Sales

Hey there, @alzuleycha.

 

The PayPal transaction was probably added from the bank feeds. When adding a transaction, make sure there isn't a match to avoid duplicates. This can affect your balance total. To reverse it, you have the option to undo them from the Categorized tab.

 

Here's how:

  1. Go to Banking.
  2. Select the blue tile for the account you want to review.
  3. Select the Categorized tab.
  4. Find the transaction you want to remove.
  5. Select Undo.

The screenshot below shows you the last three steps.
Capture.JPG
 

Once done, the transaction will go back to the For Review tab. From there, you can select the transaction and click the Exclude button to remove it from the list.

Capture.JPG

 

You can read through these articles to learn more about managing your downloaded bank transactions in QuickBooks: 

 

You can also create bank rules as this helps automatically categorize transactions for you. Feel free to read this article to learn more about bank rules: How to Set and Use Banking Rules for Downloaded Transactions.

 

Let me know should you need any further assistance getting your duplicates straightened out. I'm always here to help.

View solution in original post

2 Comments 2
LieraMarie_A
QuickBooks Team

Invoicing All Sales

Hey there, @alzuleycha.

 

The PayPal transaction was probably added from the bank feeds. When adding a transaction, make sure there isn't a match to avoid duplicates. This can affect your balance total. To reverse it, you have the option to undo them from the Categorized tab.

 

Here's how:

  1. Go to Banking.
  2. Select the blue tile for the account you want to review.
  3. Select the Categorized tab.
  4. Find the transaction you want to remove.
  5. Select Undo.

The screenshot below shows you the last three steps.
Capture.JPG
 

Once done, the transaction will go back to the For Review tab. From there, you can select the transaction and click the Exclude button to remove it from the list.

Capture.JPG

 

You can read through these articles to learn more about managing your downloaded bank transactions in QuickBooks: 

 

You can also create bank rules as this helps automatically categorize transactions for you. Feel free to read this article to learn more about bank rules: How to Set and Use Banking Rules for Downloaded Transactions.

 

Let me know should you need any further assistance getting your duplicates straightened out. I'm always here to help.

View solution in original post

alzuleycha
Level 2

Invoicing All Sales

The Paypal transaction is linked in my Banking account as an slip and is the only only one that shows in my Banking account, the Shopify only shows in sales and Profit & Loss Detail.

Lets hope this works. 

 

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