Hello there, Chris. When you send an invoice, and the client pays via ACH, QuickBooks automatically creates a payment. Since your bank is connected, duplicates can happen if the payment is being added instead of matched.
The Profit and Loss (P&L) report remains intact because those entries are not posted as income. However, it will affect your sales transaction report.
To figure out the duplicates, you don’t have to delete them. You can undo those entries in your Bank page.
- Navigate to the Banking tab.
- Go to the Posted section and locate the transaction.
- Click Undo in the Action column to move it back to the Pending tab.
Once done, you can match the payment and reconcile your accounts to ensure that your QuickBooks balance accurately matches your books.
Notify here if you need more help. We’re here to help.
