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sophie25
Level 2

Duplicate invoices

As I have said before, I invoice and receive payments on an industry specific site and then download to QBO every morning.  When I look at my Invoices and Received Payments report, there are multiple invoices for each customer on the chosen date.  These are exact duplicates.  If I modify one of them, the modification does not apply to another.  On average there are 2 per customer.  Can anyone explain what is happening, how I fix it, and how I avoid it in the future?  I have included a portion of the report to give you an idea of what I mean.  Thank you.

Solved
Best answer January 17, 2019

Best Answers
Charies_M
Moderator

Duplicate invoices

Thank you for the taking time to reach out to us, sophie25.

 

I appreciate you for providing screenshot and details of your concern. Let's get this straightened out for you. 

 

Since you're using a third party application to download invoices and receive payments to QuickBooks Online (QBO), we recommend contacting them so they can help you look for ways on preventing these duplicates to happen in the future.

 

For now, you can manually delete those duplicate invoices in QBO. I'd be happy to walk you through the steps on how to delete a duplicate invoice.

 

Here's  how:

  1. Find and open the duplicate invoice.
  2. Click More at the bottom.
  3. Select Delete.
  4. Click Yes.

You can also check out this article to learn more about deleting invoices and other transactions: How to void or delete an invoice or other transactions.
 

If you have any other concerns, don't hesitate to let me know. I'm always here to help.

View solution in original post

5 Comments
Charies_M
Moderator

Duplicate invoices

Thank you for the taking time to reach out to us, sophie25.

 

I appreciate you for providing screenshot and details of your concern. Let's get this straightened out for you. 

 

Since you're using a third party application to download invoices and receive payments to QuickBooks Online (QBO), we recommend contacting them so they can help you look for ways on preventing these duplicates to happen in the future.

 

For now, you can manually delete those duplicate invoices in QBO. I'd be happy to walk you through the steps on how to delete a duplicate invoice.

 

Here's  how:

  1. Find and open the duplicate invoice.
  2. Click More at the bottom.
  3. Select Delete.
  4. Click Yes.

You can also check out this article to learn more about deleting invoices and other transactions: How to void or delete an invoice or other transactions.
 

If you have any other concerns, don't hesitate to let me know. I'm always here to help.

View solution in original post

Dashrudy
Level 1

Duplicate invoices

If payments show up in QBO for same amount, same date and same reconciles month, but only is marked with R, others show c and no mark.

ZackE
QuickBooks Team

Duplicate invoices

Hey there, Dashrudy. I can share some information about what C and R means.
 

A cleared (C) transaction is one that you know has hit your bank/credit card, but hasn't been reconciled.
 

Transactions can be marked with a cleared status in a few ways:

  • Starting a reconciliation, but not finishing.
  • Manually marking one as C in the register.
  • Importing a transaction through our Bank Feeds feature. All transactions imported with online banking are automatically flagged as cleared since the transactions come straight from your bank.

 

Ones that are marked as reconciled (R) have already been through a reconciliation process.
 

A transaction can be set to a reconciled status in two ways:

  • Performing a reconciliation.
  • Manually marking it as R in your register.

 
You'll be able to find more information about reconciling accounts in the following article: Reconcile an account in QuickBooks Online
 

Please feel welcome to post a reply if there's any questions. Have an awesome day!

sk33
Level 1

Duplicate invoices

Hi,

I have imported the same invoices twice in to my quickbooks desktop and they have been paid. How do I fix this now? 

I do not want issue a credit for every single invoice that was a duplicate?

Is there any other way to do this.

Please, advise.

Thanks. 

 

 

Catherine_B
QuickBooks Team

Duplicate invoices

You can delete the duplicates, sk33.

 

You don't need to create customer credit for the duplicate invoices. If you're referring to the QuickBooks Desktop app, here's how you can delete duplicate invoices:

 

  1. From the Sales menu, select Invoices
  2. You can use the Filter option to set the date and status.
  3. Select all the invoices to be deleted.
  4. In the Batch actions drop-down, click Delete.
  5. Confirm the action by clicking Yes

If you're referring to the invoice payments downloaded in your bank feeds, you can use these steps on how to exclude them:

 

  1. Go to the Banking or Transactions menu and select Banking.
  2. Click the bank and go to the For Review tab.
  3. Select all the transactions to exclude. 
  4. Click the exclude icon. 

You can use these links for more details on how to void or delete invoices and exclude bank downloaded transactions

 

Feel free to mention me if there's anything else that you need help with. Take care!

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