Hi, @adamjjbailey. Thanks for connecting with the QuickBooks Community. I'd be glad to assist you with the duplicate transactions in QuickBooks Online.
The way transactions appear in QuickBooks depends on your third-party setup. Buildertrend offers seamless 2-way sync to exchange information between Buildertrend and QuickBooks. The way transactions show in QuickBooks will depend on your third-party setup. Buildertrend supports 2-way sync to exchange information between Buildertrend and QuickBooks seamlessly.
When you make payments within QuickBooks, the related transaction in Buildertrend is automatically recognized and vice versa. You no longer need to link these transactions manually.
I recommend checking your third-party app settings and reviewing the mapping. This way, you'll be able to ensure the features they support perfectly.
If the issue persists, I suggest contacting your third-party support. They can help you with the integration and ensure there will be no duplicate transactions. Here's the link (view the phone number under Contact): Buildertrend.
In case you need the steps to delete duplicates, here's how:
- Go to Bookkeeping, select Transactions, then select All Sales or Expenses.
- Find the transaction.
- In the Action column, select the dropdown ▼ and then select View/Edit to open the transaction.
- If you want to include the date and reason you’re voiding or deleting the transaction, enter that info in the Memo or Message section.
- Hit Save.
- Select More in the footer, then press Void or Delete.
- Hit Yes to confirm.
I have attached an article that explains the difference between voiding and deleting transactions in QuickBooks. It also lists the transaction types that cannot be voided: Void or delete transactions in QuickBooks Online.
Moreover, consider reviewing these resources for guidance once you're ready to enter customer payments and if you decide to personalize your forms to improve business communication:
We're delighted to have you here, @adamjjbailey. For additional questions, don't hesitate to reply to this post. We'll respond to you as soon as possible. Have a great day ahead!
