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Hi
When i pull the report, I see that Sales is counting all the invoices correct but then i have categorized all the payment received and its double counting my income.
Let me help you remove the duplicates, @bjamwal.
If you downloaded your bank transaction, QuickBooks Online has option to undo and match and delete transactions under Banking tab.
If you’ve matched a downloaded transaction and need to unmatch it:
You can unmatch many transactions at once by checking the box to the left of each one. From the Batch actions drop-down menu, choose Undo.
The transaction is returned to the New Transactions page after it has been downloaded. The matching QuickBooks transactions, whether single or several, are now available to match, add, or exclude.
You can also remove a transaction from the register by unmatching it.
You can delete a matching transaction from the register if you want to.
NOTE: A transaction can also be erased by selecting it on the Register, choosing Edit, and then selecting More > Delete. To confirm, select Yes. When a matching transaction is erased this manner, both the transaction and the downloaded transaction are deleted, and the downloaded transaction area is no longer visible.
Check out these articles for future reference:
Please let me know if you require anything else. I'm always willing to assist on the Community forum.
Thanks for following up with the Community, bjamwal.
Your chart of accounts screen can be found in the Accounting section of your left navigation bar.
I've included an image showing where to find it:
I can also provide clarification on the steps provided by ChristineJoieR to unmatch downloaded transactions:
If you need to unmatch multiple records at one time, you can use their checkbox column to specify which ones you're working with, then choose Undo.
I've also included a detailed resource about working with the chart of accounts screen which may come in handy moving forward: Learn about the chart of accounts
If there's any additional questions, I'm just a post away. Have a lovely day!
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