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Connect with and learn from others in the QuickBooks Community.
Join nowHi,
I just set up our church with qbo and I'm running into a duplicate income issue. This is my process: I collect checks as well as cash from church and deposit that into the bank at one time. I then categorize the deposit from the bank feed linked to QBO and put in under the correct income account such as building fund, mission, or whatever. The thing I'm running into is that I go to create a donation receipt for a donor and it's showing each receipt as additional income. I have the sales receipt set up as a service. What am I doing wrong? Thanks for your help
Thanks for sharing your concern in the QuickBooks Community, @pete131.
I would be glad to help you fix your records in QuickBooks Online so you can correct your books.
Once you connect your bank and credit card accounts QuickBooks automatically downloads the latest transactions. You'll have the option to match or add them so that they would go into your accounts.
It's possible that you've just added the downloaded transactions instead of matching them to the sales receipts that you've created. That's why it creates a duplicate in your bank register.
To check, go back to the Banking page and review the Categorized section. Look for the transaction you've added with the same amount on your sales receipts and click Undo.
Once done, they will go back to the For review tab. From there, you can review the transaction and manually match it to your sales receipts. For additional guidance, you can check out this article: Categorize and match online bank transactions in QBO.
You can also streamline your review process by creating bank rules. That way, the program will automatically categorize transactions for you.
Please keep in touch with me here should you need any further assistance when handling your transactions. The Community always has your back.
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