If you have duplicate entries within your QuickBooks accounts then it can imbalance your finances in the books of accounts. Thus you should get rid of them as soon as you encounter them. In order to completely remove or delete duplicate transactions in QuickBooks.
Although there are no direct filters that search for duplicate transactions in QuickBooks, users can apply a few permutations and combinations in order to find duplicate transactions in QuickBooks.
How to Search for Duplicate Transactions in QuickBooks Desktop
The steps mentioned below can be followed to look for duplicate transactions in QuickBooks.
- The first step the user needs to do in order to search for duplicate transactions in QuickBooks is to click on the ‘Gear’ icon in the bank account and choose ‘Chart of Accounts.
- The next step that the user needs to do is to choose the ‘View Register’ tab.
- Then, the user needs to click on the ‘Filter’ menu from the bank register to open the filter menu.
- Inside the filter menu, the user needs to apply all the kinds of filters they think will work perfectly to find duplicate transactions. The user needs to also apply the filter which looks at either a month or a quarter of transactions.
- After that, the user also needs to click on the ‘Payment or Deposit’ column. In that column, the user furthermore needs to sort the list by their amounts either in an ascending or a descending fashion.
- Another thing that the user needs to do is to sub-sort the transactions. It should be done automatically by QuickBooks, but if not, the user will need to do it themselves.
- Finally, the user can proceed to look for duplicate transactions from the list that they see in front of them and proceed to delete them.
How to Delete Duplicate Transactions in QuickBooks Desktop
If you have duplicate entries in your QuickBooks Desktop account, you can delete duplicate transactions in QuickBooks to save space and time.
Steps to Delete Duplicate Transactions if a user is using Side-by-Side Mode
- First, the user needs to go to the ‘Banking’ menu.
- In the banking menu, the user will have to select the ‘Bank Feeds’ and then choose the ‘Bank Feeds Centre’.
- After that has been done, the user needs to select the account that contains the transactions that the user wishes to remove.
- Thereafter, the user has selected all the items that they wish to delete, they can just hit the ‘Yes’ button to confirm that they want to delete the selected transaction.
Steps to Delete Duplicate Transactions if a user is in the Register Mode
- The first thing the user needs to do if they wish to delete duplicate transactions while being in the Register Mode is that the user needs to go to the ‘Banking’ menu.
- In the banking menu, the user will have to select the ‘Bank Feeds’ and then choose the ‘Bank Feeds Centre’.
- After this, the user needs to locate and select the statement from the items received, which can be found under the ‘Financial Institution’ section.
- Once this has been done, the user needs to press ‘View’ in order to view it.
- Now, the user needs to match all the appropriate transactions. Once they are done with the matching, they can simply press ‘Done’.
- The user will then be returned to the Online Banking Centre. They just need to select the same statement from the items received from the ‘Financial Institution’ section. Finally, the user can simply press ‘Delete’ to delete the transactions that they wish to.
How to Delete Duplicate Transactions if a user wishes to Delete Duplicate Transactions from the Bank Feeds
- The first thing the user needs to do if they wish to delete duplicate transactions from the bank feeds is to select ‘Transactions’ from the menu that is located to the left of the screen.
- The user will see a list of all the transactions along with a checkbox next to them. The user needs to select the checkboxes for transactions that they wish to drop/exclude.
- Once this has been done, the user needs to go to the ‘Batch Actions’ drop-down and then select the ‘Exclude Selected’ option.
How to Recover Transactions that the user might have excluded accidentally
- The first thing the user needs to do if they wish to delete duplicate transactions from the bank feeds is to select ‘Transactions’ from the menu that is located to the left of the screen.
- The next step after that is to go to the ‘Excluded’ tab.
- The user will see a list of all the transactions along with a checkbox next to them. The user needs to select the checkboxes for transactions that they wish to include.
- Once this has been done, the user needs to go to the ‘Batch Actions’ drop-down and then select the ‘Undo’ option.
What to do if Deleted Transactions are Still Visible?
Users can follow these simple steps if they are still able to see the transactions that they thought they deleted.
- The first thing the user needs to do if they are still able to see transactions that they thought they had successfully deleted is that the user needs to go to the ‘Banking’ menu.
- Under the ‘Banking’ menu, the user needs to go to the ‘Review’ tab.
- After the subsequent step, Under the ‘Review’ tab, the user should be able to see an option that reads ‘Duplicate Transactions’. They need to click on that.
- After that, the user next needs to select the Batch actions. This step needs to then be followed by the user selecting the ‘Exclude’ section.
- The user will see a list of all the transactions along with a checkbox next to them. The user needs to select the checkboxes for transactions that they wish to drop/exclude.
- The user will finally need to click on the Batch actions and then hit ‘Delete’.
Hope the solution worked for you. If you are still facing issues you can get in touch with us and talk to our help Consultant staff. To get in touch with our QuickBooks consultant experts, dial our toll-free helpline number and ask for any query you might have within QuickBooks.
