Expenses showing in duplicate

Hello @hammannscatering,

Let's pull up and review your expense transaction directly from your account register. This way, we can identify why they are showing as duplicates in your Profit and Loss report.

1. Go to Accounting.
2. Select Chart of Accounts.
3. Find your bank or credit card account.
4. Under ACTION, select View register.
5. review and open each of your expense transactions.

Once you have reviewed them and confirmed they are all in duplicate records, you can open and delete the duplicate, one at a time.

Here's an article you can read to learn more about how you can review a transaction: Find, review, and edit transactions in account registers.

You can also find this article helpful for your future tasks: Reconcile an account in QuickBooks Online.

If there's anything else that I can help you with, let me know in the comments. Always happy to help.

Thank you... I just don't understand why "matched" records are showing twice as an expense - I thought that was the point of them being matched?

I am having the same problem as described by other customer.  Except this seems to happen when a payment performed by bill.com is matched in QBO.  They sometimes show up as a duplicate expense versus a credit against the bill.  I usually have to manually go into the payment in QBO and click "clear payment" to correct.  This is confusing to me and our accountants.  I would like to solve this moving forward.  I can only blame potential synchronization problems or the integration between bill.com and Quickbooks online.  

Hello there, eric51.

I can help you identify what's causing the duplicate transactions. 

The transaction may not be duplicates but they might be vendor credits synced in QuickBooks. Both the bill and the vendor credit will sync over to QuickBooks Online (QBO) but the credit won't be applied to the bill in QuickBooks Online. If a vendor credit application only partially pays a bill, after syncing, the bill will still be unpaid and the vendor credit will be in fully unapplied status in QBO.

On the other hand, if the payment is applied to the remainder of the bill in Bill.com, when the payment syncs to QuickBooks Online, the application of the credit will then sync, and then the bill will be in paid status. For the vendor credit, it will be in applied status and associated with the bill. 

We can also try running the reports again to see if the duplicates were manually created so you can delete them if necessary. 

Feel free to use these links to help you manage your vendor transactions: 

• What is Online Bill Pay?
• Common custom reports in QuickBooks Online

Please leave a comment below if you need anything else. We'll respond as soon as we can. Have a great day!

Thanks for the quick response.  In my most recent example, the payment in bill.com was applied to the invoice.  Our workflow is to create the "bill" in QBO first for a vendor.  Then we pay from Bill.com against that bill.  Should that work correctly?

Hello again, @eric51. Thanks for adding a screenshot and detailed information. 

What you're doing is right. You can create a Bill in your QuickBooks Online (QBO) account and make a payment via Bill.com. As the bill you created from QBO will sync to Bill.com. The same goes for the payment. 

To avoid duplicates, I recommend following the suggestion provided by my colleagues above. 

Also, I suggest making sure you have set your sync preferences correctly. To check, you may consider contacting Bill.com support. This way, they'll be able to verify your settings. 

To learn more about how online bill pay works in QBO, see the below articles:

• Bill pay explained: How it works, benefits, and setup
• Pay bills in Online Bill Pay
• What is Online Bill Pay?
• Remove, supplement, delete bills in Online Bill Pay

Don't hesitate to post here again if you have further questions about this. I'm always around to help you have a good one. 

I am also having duplicate expenses. I have multiple credit cards with PNC, a transaction shows up and then sometimes on the same day and sometimes two days later, the same exact transaction appears. How do I remedy this?

I got your back, @rmrepair1. I'm here to ensure you'll be able to delete the duplicate expense in QuickBooks Online (QBO). 

Duplicate transactions usually happen when you disconnect and reconnect an account. If you updated your bank details using this method, QuickBooks will redownload your previous data. 

The income and expenses that will upload to the system will depend on the information that your bank shares. There are times a financial institution linked to QuickBooks downloads duplicate transactions. 

There are simple steps you can follow to resolve the problem. I recommend using the Exclude feature to remove duplicates from your banking. Here's how: 

1. Go to the Banking menu or Transactions menu, then select the Banking tab.
2. Select the For Review tab.
3. Select the checkbox of the transactions to exclude.
4. Select Exclude. 
   
5. You can go to the Excluded tab to remove the transaction permanently.

For more information about managing expense transactions in QBO, feel free to read this article: Enter and manage expenses in QuickBooks Online. 

You can also run the Audit log report to see all the actions you did in your QBO account. This is also helpful in case you need to recreate some deleted entries. 

I'm just around the corner to help if you have any other concerns about deleting duplicate expenses in QBO. Please don't hesitate to post a reply below. Have a good one and keep safe. 

I am getting duplicate expenses on my Credit Cards only.  And I am only doing a direct feed from the bank only.  I DO NOT MANUALLY input the information.  When I add the item, it shows up in my expense report twice.  But only ONCE in my register.  I am able to balance the books... but my expenses are showing DOUBLE.  I have spent well over 12-13 hours with customer service and they too are confused.  It has been elevated as well.  They think it is a glitch with everyone switching over.  I was told I HAD to change to QBO only to find out I did NOT have too.  Anyway... so Even if I deleted the duplicates, the problem persists.  I have done this online while doing "glance".  Why pay for an expensive program that won't get the job done.  I never had a problem for 12 years with QB DT.  I want this fixed so bad.... It is a real issue!!!!  

Duplicate entries can be frustrating. I understand how important to resolve those duplicate expenses appearing on your credit cards and your expense report, Dave2023. Allow me to provide additional help.

If you haven't tried only excluding the duplicate transactions without deleting them, I recommend doing. It will stop the bank from bringing the duplicate one into the bank feed again. This is because the system will recognize that the transactions are already in your QuickBooks.

While deleting a transaction from the bank feed will download the same transaction again if you click the Update button. 

However, I want to go further by checking  my available resources. Can you share your bank's name? This helps me provide an accurate solution appropriate to your concern. 

Additionally, you can visit this article and use this as your guide to keep your bank data accurate: Categorize and match online bank transactions in QuickBooks Online.

You can go back here and post more if you have follow-up concerns about connecting accounts and handling transactions. I'll be around to help.

Unfortunately I am doing nothing on my end.  The bank feeds are showing only one item at a time.  The register is only showing one.  It is the expense report that is duplicating the files.  And this is happening for Amex, BB&T and Truist.

I have been on the phone for hours now. And been told over the past several weeks that it was being investigated.  No return emails, calls...nothing.  I even had a lovely person help for an hour and a half yesterday, created two cases to be investigated, said they would COPY ME ON THE EMAIL... nothing.

So really frustrated that I have been down the same road again and again and again.... 

Unfortunately I am doing nothing on my end.  The bank feeds are showing only one item at a time.  The register is only showing one.  It is the expense report that is duplicating the files.  And this is happening for Amex, BB&T and Truist.

I have been on the phone for hours now. And been told over the past several weeks that it was being investigated.  No return emails, calls...nothing.  I even had a lovely person help for an hour and a half yesterday, created two cases to be investigated, said they would COPY ME ON THE EMAIL... nothing.

So really frustrated that I have been down the same road again and again and again.... 

Unfortunately I am doing nothing on my end.  QBO help has said that it is definitely an issue on their end. Every time I call (after weeks of no response) I go down the same path.  Everyone keeps reading the same script.

The bank feeds are showing only one item at a time.  The register is only showing one.  It is the expense report that is duplicating the files.  And this is happening for Amex, BB&T and Truist.  IT IS NOT HAPPENING WITH CHECKS.

I have been on the phone for hours now. And been told over the past several weeks that it was being investigated.  No return emails, calls...nothing.  I even had a lovely person help for an hour and a half yesterday, created two cases to be investigated, said they would COPY ME ON THE EMAIL... nothing.

If I delete the duplicates, the following transactions/future transactions will have the same problem.  I do not believe I should have to correct the books daily for a problem that is clearly an QBO issue.

So really frustrated that I have been down the same road again and again and again.... 

Hi Dave,

Thank you for letting us know that you have duplicate expenses on your reports so we can help you. I understand that reports help in making business decisions and should have the correct numbers.

We’ve already escalated this case, and our Tier 2 team should contact you soon. However, if you don’t hear anything from them in the next business days, please come back to the Community and check in. We’re always here to help.

Jess,

This response is useless.  It does not solve the problem.  The first paragraph states the obvious. 

The second statement/paragraph says for me to wait and see.  I have waited for weeks.  And everyone keeps saying it is elevated and I should hear back soon.  What is soon?  A day, a week, a year??  

Unacceptable and useless communications.  No forward progress.  Please get it to Tier 5 team or Tier Get Results Team.

Quickbooks- please listen to what some of us are saying...

We do not have duplicate entries in our registers. My books are perfect. I do not have any duplicate entries anywhere.

However, all expense reports and other reports show duplicate entries. I have been complaining about this for two months ever since reporting changed. NO ONE will answer. 

The field ACCOUNTS is showing the payment account AND the tax (expense) accounts so the entry shows up twice.

I ONLY want to filter by the Chart Of Accounts like Cost of Labor, Insurance, etc...not Credit card 4578.

No one will show me how to remedy this in the new reporting.

Can someone please show me how to filter these reports to show expenses, bills, etc ONE TIME?

I am sure it right in front of me but I cannot figure it out. Example attached.

I truly appreciate you taking the time to communicate this behavior by joining the thread, lmoore. I recognize that getting duplicate expenses in your report can lead to confusion. I'm here to share more insights about this report.

I want to let you know that we're actively enhancing this new report to meet your expectations and provide you with accurate information. Our team is working nonstop to improve its functionality and visual appeal for all QuickBooks users. 

While the report gives you duplicate expenses, you can directly provide feedback to our product developers to improve it in the future.

To start:

1. Open the Expense report from the Report tab.
2. Tap on the Give Feedback link.
3. Follow the onscreen pop-ups to proceed.

Alternatively, you can submit your feedback through the Gear icon as well. Refer to this article for guidance: How do I submit feedback?

Once done, your suggestion will go to our Product Development team to improve your QBO experience. You can also track feature requests on the QuickBooks Online Feature Requests website.

To fully understand the QBO reports, I suggest checking out the resources on this website: Run reports in QuickBooks Online. 

Thank you for your understanding and patience as we work towards making QuickBooks even better for you. If you have follow-up questions about your reports, let me know by leaving a comment below. I'm just a few clicks away to help you again. Wishing you a good one!

What is a true shame about this several month long problem is that QUICK BOOKS support staff is the one who led me down the path of duplicate expenses.  The QUICK BOOKS support staff, over several request to fix migration problems, didn't understand their own product nor how to correct some other issues.  The result was that the QUICK BOOKS support staff created more problems and made it much worse than if the RIGHT PERSON had of handled the problem months prior.  I have had well over 30hrs invested in trying to correct the problem.  THE ROOT cause turns out that the QUICK BOOKS team created another bank account for the link of the live feeds.  And to correct the PAYROLL, they created a third checking account.  

After thinking things were finally correct, I just got back from vacation two weeks ago and a week later (one week ago) I get a POP UP message that 

Some QuickBooks Payments deposits weren't automatically recorded. After you receive the funds in your account, record them manually as a Bank Deposit.Take Action

So now I am dealing with re-working the books and having to make adjustments and spend a few hours on the phone to figure out how these popped up.  Payments PRIOR to the MIGRATION that should have been a direct feed DURING THE MIGRATION...  Not sure why they are popping up four months or so later.  

Very disappointing.  And to add insult to injury, I used to pay about 3-400$ every few years for an upgrade on the program, along with another $350 (roughly) for payroll.  So about 500/year.  My bill - for the LEAST SERVICE.. WITH LESS FUNCTIONALITY... is now $3000/year!!!!   Not acceptable!!! 

I replied to a "how do you like the migration" in the same similar frustrated tone and got an auto reply..."glad you are enjoying it... you got kudo's for your help"....  amazingly horrible experience

11 years of QB desktop and then forced to change to QBO just to find out from "the other team" that I DID NOT NEED TO SWITCH!!! 

I noticed my clients "Expense Report" is showing duplicate transactions.  However, each transaction is posted to the ledger only once.  All other reports show only one expense including a Chart of Accounts Ledger report.  I tried to click on "submit feedback" but the link does not do anything.

I'll provide some information as to why your expense report is showing duplicates. This will guide on how you can correct them, Dewalter

Before we start, may I know what specific reports did you use? Normally, the data that shows up on the report depends on the information you've entered in QuickBooks Online (QBO). Therefore, you'll want to make sure to select the correct Report period to ensure correct data appears in your end. I've provided a sample screenshot for visual guidance:

To give you more information on how you can filter reports specifically for your business needs, go through this article for more details: Customize Reports In QuickBooks Online.

Beyond that, some of our reports may only be available to certain subscription. In order to give you an idea what are these lists of reports, consider checking out this resource for future reference: Reports Included In Your QuickBooks Online Subscription.

Keep in touch if you have any other concerns when running reports. I'm only one post away if you need further assistance.