Duplicate transactions can occur in QuickBooks Online, Pivot, due to the following reasons:
- Incorrect Manual entries
- Syncing issues
- Misinterpretations of bank feed data
- Importing the same transactions multiple times
To resolve duplicate transactions in QBO, you’ll need to identify and manually exclude or delete them to maintain accurate financial records. If the duplicates are in the For Review tab, follow these steps:
- Go to Transactions.
- Select Bank transactions.
- In the For Review tab, choose the duplicate transactions and click Exclude.
- In the Excluded Tab, select the transactions you wish to remove and click Delete.
If the duplicate has already been categorized, Undo the categorization to move the transaction back to the For Review tab, then exclude and delete it using the steps above.
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