cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

I have invoices that show closed and they are duplicates of the original. They also show a negative amount. They weren't paid using a card. How do I fix this issue?

 
1 Comment
QuickBooks Team

I have invoices that show closed and they are duplicates of the original. They also show a negative amount. They weren't paid using a card. How do I fix this issue?

We can simply delete or exclude them, sweetoketomom.

 

If you're referring to the invoices in the Invoices tab we can delete them to get rid of the duplicates and correct your records. I'll guide you in doing in it:

 

  1. Select Sales from the sidebar menu.
  2. Click the Invoices tab.
  3. Select then click the appropriate invoice to open it.
  4. Change More at the bottom of the page.
  5. Select Delete.
  6. Choose Yes to confirm the changes.

If the duplicate is in your banking page, we can simply exclude them. This way, we'll be able to eliminate the duplicates avoid discrepancies in reconciling your accounts. The Exclude feature is also used to keep a personal expense out of your business finances. You can follow these steps:

 

  1. Select Banking from the sidebar menu.
  2. On the Banking page, choose the appropriate account.
  3. Click the For Review tab.
  4. Select the checkboxes of the transactions to exclude.
  5. From the Batch actions drop-down, choose Exclude Selected.

Please know that excluding duplicate transactions won't affect your reconciliations. The balances will still match when you reconcile the account even if we exclude a downloaded transaction because it's a duplicate.

 

If you need a report that lists all invoices that are due on a date range, you can refer to this article in customizing the Transaction Detail By Account report.

 

Our doors are open 24/7 to help you, so please don't hesitate to visit us again if you need additional assistance in managing your invoices. 

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us