Duplicate transactions when using a recurring template (2024)

FAQs

Why is my QuickBooks duplicating transactions? ›

When you connect your bank and credit card accounts to online banking, QuickBooks Self-Employed automatically downloads your latest transactions. Since each bank connects to QuickBooks differently, sometimes there are crossed wires. QuickBooks may occasionally download duplicate transactions.

Select the Gear icon and then go to Chart of Accounts. Find the account with the duplicate transactions and click the View register option. Identify the entry you wish to delete.

When that FITID changes on existing transactions and they're transmitted to Quicken, Quicken has no way of knowing that they're actually duplicates of previously downloaded transactions. Solution: Delete the duplicates from the account register.

Select the menu ☰ icon and then Settings. Select Bank Accounts. Make sure your bank or credit card account is connected once. If there's a duplicate, select the toggle to OFF.

Adding transactions instead of matching causes a duplicate entry if you already have created transactions in QuickBooks Online (QBO). Learn more about matching and adding transactions in QBO through this link: Add and Match Downloaded Banking Transactions.

A duplicate payment occurs when a business or individual inadvertently makes multiple payments for the same goods, services, or invoice. This financial oversight often stems from errors within the payment processing system, leading to the unintended repetition of a transaction.

While holding the Ctrl key on your keyboard, click each of the duplicate transactions in the register. Once all the duplicate transactions are selected, right-click on any one of them and select Delete.

Why is Quicken not reconciling correctly? ›

You may have recorded a transaction incorrectly. If you recorded a transaction with an incorrect amount, correct the transaction in the register. Select the transaction in the Reconcile Bank Statement window, click the Edit button, correct the transaction, return to the Reconcile Bank Statement window, and continue.

by Intuit• Updated 3 weeks ago

If you're seeing duplicate transactions from your recurring template, it may be that you have two or more templates created for the same customer. These templates could be named differently. Note: Recurring templates are only available in QuickBooks Online Essentials and Plus.

Select the Gear icon and select Recurring Transactions. On the top left for Template Type: select All or type of template desired to edit. Select the desired template and select Edit.

Go to Transactions, then Banktransactions (Take me there). Select the Categorized or Reviewed tab. Select Settings ⚙ at the top of the transaction list. Turn the Automatic matching switch On or Off.

To make organizing your books and reconciling your accounts easier, you can exclude duplicate transactions from appearing in account registers or financial reports. Here's how: Go to Transactions and select Bank transactions. Under the For review tab, choose the checkbox for each transaction you want to exclude.