Hello there, All Truck Fleet.

I understand you're curious about how QuickBooks is operating, but for me to address your concern, I'd need more specific information.

May I know what specific transaction you are referring to? This way, I can address this and give you an accurate answer.

Your cooperation is greatly appreciated. I'll wait for your response. Just drop a reply below. Thanks!

HI, Thank you for your response!  

Some added or changed features have been very helpful for saving time.

 But 2 of the main issues I am having are:

1) Somehow my income showed to be much higher than it actually was - I kept looking and found that many of my deductible expense were somehow logged into "Uncategorized Expenses" even though I always categorize these.

2) When writing up an estimate,  some of the lines go to $0.00 when I click on save.

Sorry if this description is not specific enough. Communication between diverse cerebrations is in many cases the most challenging part for professionals in diverse vocations.

Thank you for any help you are able to supply!

I've got the details you need to address your concerns, All Truck Fleet.

Upon linking your bank and credit card accounts to QuickBooks, the system downloads your recent bank transactions and automatically matches them with any existing records in QuickBooks. 

An uncategorized expense refers to any expenditure that appears in a transaction record. It's possible that your deductible expenses do not have an accounting category attached to them. It can also be that QuickBooks automatically created this account because the system was unable to categorize it. 

You can fix it by selecting the appropriate category or account from your Chart of Accounts. Here's how:

1. Go to the Accounting menu, then select Chart of Accounts.
2. In the Filter by Name box, type Uncategorized Expense.
3. Choose the transactions that you'll want to run.
4. From the Action column, click the drop-down button to tap Edit.
5. You can now change it to the correct account from the Account window.
6. Click on Save and Close.

I also suggest reaching out to your accountant for accurate recordkeeping.

Read this article to learn what to do if QuickBooks can't find the right match or matches the wrong transactions: Fix bank transactions downloaded in QuickBooks Online.

I've also included this reference so you can match your bank and credit card statements: Reconcile an account in QuickBooks Online.

Moreover, QuickBooks may occasionally display unusual behavior and encounter performance issues due to browser-related issues. Let's conduct some initial troubleshooting steps to identify the problem. To begin, utilize an incognito window or a private browser when entering your estimates. The keyboard shortcuts are as follows:

• Safari: Command + Shift + N
• Google Chrome: CTRL + Shift + N
• Mozilla Firefox or Microsoft Edge: CTRL + Sh

If it works, go back to your usual browser and clear its history to begin anew. If not, we recommend using an alternative supported browser, as the QuickBooks version you're currently using may be experiencing a temporary issue.

You'll want to personalize and add specific info to your estimates. Visit this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Respond to this post if you require further assistance with managing QuickBooks issues. I'm here 24/7 and prepared to help. Stay safe.

I've got the details you need to address your concerns, All Truck Fleet.

Upon linking your bank and credit card accounts to QuickBooks, the system downloads your recent bank transactions and automatically matches them with any existing records in QuickBooks.

An uncategorized expense refers to any expenditure that appears in a transaction record. It's possible that your deductible expenses don't have an accounting category attached to them, or QuickBooks automatically created this account because the system was unable to categorize them.

To rectify the problem, select the appropriate category or account from your Chart of Accounts. Here's how:

1. Go to the Accounting menu, then select Chart of Accounts.
2. In the Filter by Name box, type Uncategorized Expense.
3. Choose the transactions that you'll want to run.
4. From the Action column, click the drop-down button to tap Edit.
5. You can now change it to the correct account from the Account window.
6. Click on Save and Close.

I also suggest reaching out to your accountant for accurate recordkeeping.

Read this article to learn what to do if QuickBooks can't find the right match or corresponds to the wrong transactions: Fix bank transactions downloaded in QuickBooks Online.

I've also included this reference so you can match your bank and credit card statements: Reconcile an account in QuickBooks Online.

Moreover, QuickBooks may occasionally display unusual behavior and encounter performance troubles due to browser-related issues. Let's conduct some initial troubleshooting steps to identify the problem. To begin, utilize an incognito window or a private browser when entering your estimates. The keyboard shortcuts are as follows:

• Safari: Command + Shift + N
• Google Chrome: CTRL + Shift + N
• Mozilla Firefox or Microsoft Edge: CTRL + Sh

If it works, return to your usual browser and clear its history to begin anew. If not, we recommend using an alternative supported browser, as the QuickBooks version you're currently using may be experiencing a temporary issue.

You'll want to personalize and add specific info to your estimates. Visit this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Respond to this post if you require further assistance with managing QuickBooks challenges. I'm here 24/7 and prepared to help. Stay safe.

I am having the same problem, and I followed your instructions with the resolve, and it is still counting the income twice.  In the upper left corner of the invoice it even says it matches with a bank deposit, yet I am still getting income from the invoice and deposit.  The customer paid through quickbooks, not a check or credit card, so I am not sure if that makes a difference. 

Welcome to the thread, Quagmire87. 

I'm here to help you resolve the duplicate income.

When a customer pays through QuickBooks, the system links the payment automatically to the invoice. Thus, you'll have to match the payment from the banking feeds to avoid double-counting the income.

However, if you manually receive the payment or record the bank deposit, you'll need to delete the manually created payment.

For future reference, here's a great resource about the best practices when reconciling: Reconcile an account in QuickBooks Online.

Please let me know if there's anything else I can do for you. I'll be standing by for your response. Have a great day.

I have already reconciled the month and had to delete the invoice payment to correct the income amount.  So now my income is correct but the invoice shows unpaid. The deposit included more than one check so the payment wouldn't match because the amount wasn't the same.  How do I show the invoice paid without adding to my income?  

Thanks for joining us here in the thread, @JLM2010. We'll share details to help you get through this to correct the record inside your company without having to add another invoice to your income inside QuickBooks Online (QBO).

Upon reading your post, you can address this by entering a journal entry inside the company file. We'll gladly write down the steps below to get you going:

1. Access your QuickBooks Online company.
2. Click the + New button.
3. Select Journal entry.
4. On the first line, select an account from the Account field. Depending on if you need to debit or credit the account, enter the amount in the correct column.
5. On the next line, select the other account you're moving money to or from. Depending on if you entered a debit or credit on the first line, enter the same amount in the opposite column.
6. Check the amounts - you should have the same amount in the Credit column on one line and the Debit column on the other. This means the accounts are in balance.
7. Enter information in the memo section so you know why you made the journal entry.
8. Select Save and new or Save and close.

For more details, please see this page: Create journal entries in QuickBooks Online.

If you're unsure of the process, we recommend reaching out to your accountant so they can guide you. If you don't have an accountant, I can help you find one. Feel free to visit this page to find an accountant for your business: Find a QuickBooks ProAdvisor.

In addition, here are some articles to help you ensure your data stays accurate inside the program:

• Run reports in QuickBooks Online.
• Customize reports in QuickBooks Online.

We're only a click away if you need further assistance managing invoices and incomes inside QuickBooks. It'll be our pleasure to help you out again. Have a good one.

I just entered all of my bank statement transactions manually in QB desktop. So all my deposits and debits. My company is linked to QB and all invoices were added as well. So now I have double income. How do I delete these double entries of income?

Let me help you with deleting the double entries of income of your bank statements in QuickBooks Desktop, ccs6.

Since you are using QuickBooks Desktop and manually enter the transactions, it's possible the deposits created were not linked with the payments you received from customers' invoices. This will create a double income, especially for your Profit and Loss report.

Received payments have to be deposited into the Undeposited Funds when you haven't deposited the money yet into your bank. So when it's time to move your money into the bank, you can create a bank deposit in QuickBooks and link this payment in real time. For the detailed steps, please check out this article: Record and make bank deposits in QuickBooks Desktop. Also, you might want to learn how the Undeposited Funds account works in QuickBooks. This article will provide you the detailed information: What’s the Undeposited Funds account?.

If the duplicate income transactions are coming from your bank feeds, we can remove them in the Bank Feeds Center. The process depends on the mode you're using. But before that, ensure that you review and match the transaction in QuickBooks. Then, create a backup copy of your file so we can make sure you have the original file that can be restored in case of accidental data loss or damage. When ready, follow these steps to delete duplicates:

If you're in the Register mode

1. In your company file, go to the Banking menu and select Bank Feeds then, click Bank Feeds Center.
2. Next, locate and select the statement from the Items Received From Financial Institution section and click View.
3. From there, match the appropriate transactions then, select Done.
4. Select Yes in the Not Finished Matching screen. You'll return to the Online Banking Center.
5. Look for the same statement from the Items Received From Financial Institution section and select it. Then, click Delete.

Here's an article you can refer to for more details about removing duplicate transactions in QuickBooks Desktop. I've included these articles to help you categorize and reconcile your QuickBooks transactions. Doing so ensures your books are accurate.

• Add and Match Bank Feed Transactions
• Reconcile Workflow in QuickBooks
• Reconcile an Account in QuickBooks Desktop

I'm always around here in the Community if you have follow-up questions about managing your bank statements. I'd appreciate any updates about this. Please feel free to add a comment below. Have a good one and take care.

Hello!  I have reviewed this forum and specifically this trail of posts and questions trying to figure out how to undo/delete/edit instances where I seem to have duplicate income.  In my P&L I'm showing Services and Sales as income, but those are duplicate amounts.  Is there a way to get on a call and try to walk through an instance of correcting these income amounts to only show it once instead of twice?  Thank you!

Can someone please get on a call or chat with me about this scenario.  I don't understand which accounts to delete and exactly why my Sales and Services and Invoices are all recording as Income.  In my P&L this results in me having double income but I'm not exactly sure which account to delete or remove or undo, etc.  Please help!

Hello there, Field-of-Reeds. Duplicate transactions are a common issue that can arise when transactions are manually entered but not matched with downloaded ones, or when an entry is accidentally recorded twice.

With this, check your Profit and Loss statement and identify duplicate transactions. Once you've located the duplicates, you can take the following steps to remove them:
 

1. Review the Total Income section of your Profit and Loss statement and double tap the Total Income amount to identify the duplicate transaction.
2. Carefully compare the duplicate entry with the original one to confirm that it is indeed a duplicate.
3. Once confirmed as a duplicate, you can remove the duplicate transaction. For an invoice transaction, select Manage, and Actions, then choose Delete. For sales receipts, click More at the lower center of the screen, and then select Delete.

Furthermore, you can also reach our support team to help you effectively with this. The team will assist you with handling your duplicate entries in QuickBooks Online. Follow the steps below to contact the team:
 

1. In your QuickBooks, click Help (?).
2. Select either of these tabs:

• Assistant tab and select Talk to a human.
• Search tab and click on Contact Us to connect with a support expert.

On the other hand, to ensure the accuracy of your books and records, you can refer to these resources for guidance on reconciling accounts in QBO:
 

• Reconcile an account in QuickBooks Online.
• Fix issues for accounts you've reconciled in the past in QuickBooks Online.

I'll provide any information or instructions you need about handling your transactions or other queries about QBO. I'm a few clicks away if there's anything else you want to seek for assistance.

I just worked with a customer service rep and determined this was the better process:

Sales,

click invoice

edit invoice

click on payment

click on date it was deposited

More (at bottom)

Delete

Then you can match from your bank record.