Is there a shortcut for finding redundant sales and expenses on QB?

QuickBooks has two features to efficiently identify and manage duplicate transactions in your QuickBooks Online (QBO), SStev3. I'll discuss the alternative solutions for you to achieve this.

Before we begin, could you please confirm what may cause the duplicates on your end? In QBO, we do have a feature for identifying duplicate transactions that can be streamlined using two primary tools Running Reports and Advanced Transaction Search.

The "Run Report" feature gives you a quick overview of your financial transactions, which can help you identify any potential duplicates. Here’s how you can run a basic financial report in QBO:

1. Go to Reports.
   
2. Select the Find report by name dropdown to search for a report by name. You can also browse the list.
   
3. Select the report to open it.

The "Advanced Search" option allows you to search for specific transactions with more detailed criteria. Here’s how to use it:

1. Go to the Search tab.
2. At the bottom of the search panel, click on the "Advanced Search" link.
   
3. Use the dropdown menus to select the criteria for your search. For example, you can search by "Transaction Type," "Amount," "Date," "Customer/Vendor," and more. Enter the specific details you are looking for. If you see duplicates, you may want to set criteria such as a specific date range and the same amount.
   
4. Click Search to generate a list of transactions that match your needs.

To improve your QuickBooks Online experience, consider checking out our QuickBooks Live Expert Assisted team. This innovative service links you with QuickBooks-certified experts who offer customized guidance specifically for managing sales and expense transactions, tailored to your unique needs.

Moreover, I'll provide this article that provides on how to do regular reconciliation on your bank and credit card statements in QBO: Reconcile an account in QuickBooks Online.

Lastly, you may visit this article that has more details on financial reports in QBO: Customize reports in QuickBooks Online.

We're committed to helping you handle your sales and expense entries as your QuickBooks support team. If you have any further questions or need assistance with any aspect of our software come back to this thread. My team and I are available anytime.