A credit card transaction shows up twice when it gets recorded once through one method, like a manual entry, and again when your bank feed downloads the same transaction. QuickBooks Online treats these as two separate transactions until you tell it otherwise, and the fix depends on whether the extra copy has already been added to your books.How do I make sure it's really a duplicate?Sign in to your bank or credit card's website and check your statement for the transaction.If it appears twice on your statement, the charge really happened twice. Reach out to your bank or payment processor instead of changing your books.If it appears once on your statement but twice in QuickBooks Online, it's likely a duplicate you can fix.How do I remove a duplicate that's still waiting for review?Go to All apps, then Accounting, then Bank transactions.Select the For review tab. It may be labeled Pending.Select the checkbox next to the extra copy.Select Exclude.Excluded transactions move to the Excluded tab. They won't be added to QuickBooks Online or downloaded again. If you exclude the wrong one by mistake, open the Excluded tab, select it, then select Undo to send it back to For review.How do I remove a duplicate that's already in my register?Don't delete it. Deleting a transaction that came from your bank feed just brings it back the next time QuickBooks Online downloads your transactions, which is why the duplicate can seem to reappear no matter what you try.Go to All apps, then Accounting, then Bank transactions.Select the Categorized tab. It may be labeled Posted.Select the link in the Added or Matched column for the extra copy.Select Undo. This sends the transaction back to the For review tab.Select Match if QuickBooks Online finds the correct existing transaction, or select Find match to search for it yourself. If there's no transaction to match it to, select Exclude instead.A couple of things to check before you pick which copy to keep:Keep whichever copy is reconciled. A reconciled transaction shows a C or R in the checkmark column, and the bank feed copy usually carries your bank's own memo text.If neither copy is reconciled, keep the one that's already matched to other records or that has attachments.How do I stop this from happening again?Match downloaded transactions to existing records instead of adding them as new, whenever you can.Turn off auto-add on your bank rules so downloaded transactions land in For review first, giving you a chance to check them before they're added.Make sure each bank or credit card account is connected to QuickBooks Online only once.Import files that start after the most recent transaction you already have in QuickBooks Online.Record each sale one way, such as an invoice or a sales receipt, not both.Reconcile your accounts every month to catch anything you missed.Have more questions about duplicate transactions in QuickBooks Online? Just ask. We're happy to help you sort it out.ResourcesCategorize online bank transactions in QuickBooks Online — general guide to the For review/Categorized workflow, useful background for anyone unfamiliar with the tabs referenced in the draft.Unmatch or move downloaded bank transactions — used during verification for the "Added or Matched" column label; useful if a reader needs to undo a bad match rather than a duplicate specifically.Set bank rules to categorize online banking transactions — supports the "turn off auto-add on bank rules" prevention tip in the draft.Find missing downloaded transactions — adjacent troubleshooting topic (opposite problem: transactions not showing up at all).Fix issues for accounts you've reconciled in the past — relevant if a reader accidentally deletes a reconciled duplicate and needs to fix their beginning balance.What's the Undeposited Funds account? — relevant to a related "income doubled" duplicate scenario mentioned in the primary source, in case the user's situation extends there.Automatic matching for QuickBooks Payments — relevant if the original poster's account also uses QuickBooks Payments, since that creates its own automatic deposit-matching behavior worth knowing about.

Thanks for dropping by the Community space, Sheyer. Let me provide some details for why there are two payments showing in your credit card. The data we receive is dependent upon what your financial institution sends over to QBO. I suggest contacting your bank to check the data. If there are duplicate transactions, you can exclude them to keep your records accurate. For the detailed instructions, follow these steps: Click Banking in the left navigation bar. Go to the Banking tab. Under the For Review tab, check the box for the transactions you're working on. Click Batch actions at the top of the table. Choose Exclude Selected.The payment/charge will fall under the Excluded tab in the Banking page. Should you have additional questions about the process, reach out back to me. I'll be around to help. Have a great rest of your day.

Solved

Why do I have duplicate credit card transactions in QuickBooks Online, and how do I fix them?

Forum|Forum|7 years ago
January 3, 2019
7 replies
93 views

No text available

QuickBooks Online

Best answer by Emma_P

A credit card transaction shows up twice when it gets recorded once through one method, like a manual entry, and again when your bank feed downloads the same transaction. QuickBooks Online treats these as two separate transactions until you tell it otherwise, and the fix depends on whether the extra copy has already been added to your books.

How do I make sure it's really a duplicate?

Sign in to your bank or credit card's website and check your statement for the transaction.

If it appears twice on your statement, the charge really happened twice. Reach out to your bank or payment processor instead of changing your books.
If it appears once on your statement but twice in QuickBooks Online, it's likely a duplicate you can fix.

How do I remove a duplicate that's still waiting for review?

Go to All apps, then Accounting, then Bank transactions.
Select the For review tab. It may be labeled Pending.
Select the checkbox next to the extra copy.
Select Exclude.

Excluded transactions move to the Excluded tab. They won't be added to QuickBooks Online or downloaded again. If you exclude the wrong one by mistake, open the Excluded tab, select it, then select Undo to send it back to For review.

How do I remove a duplicate that's already in my register?

Don't delete it. Deleting a transaction that came from your bank feed just brings it back the next time QuickBooks Online downloads your transactions, which is why the duplicate can seem to reappear no matter what you try.

Go to All apps, then Accounting, then Bank transactions.
Select the Categorized tab. It may be labeled Posted.
Select the link in the Added or Matched column for the extra copy.
Select Undo. This sends the transaction back to the For review tab.
Select Match if QuickBooks Online finds the correct existing transaction, or select Find match to search for it yourself. If there's no transaction to match it to, select Exclude instead.

A couple of things to check before you pick which copy to keep:

Keep whichever copy is reconciled. A reconciled transaction shows a C or R in the checkmark column, and the bank feed copy usually carries your bank's own memo text.
If neither copy is reconciled, keep the one that's already matched to other records or that has attachments.

How do I stop this from happening again?

Match downloaded transactions to existing records instead of adding them as new, whenever you can.
Turn off auto-add on your bank rules so downloaded transactions land in For review first, giving you a chance to check them before they're added.
Make sure each bank or credit card account is connected to QuickBooks Online only once.
Import files that start after the most recent transaction you already have in QuickBooks Online.
Record each sale one way, such as an invoice or a sales receipt, not both.
Reconcile your accounts every month to catch anything you missed.

Have more questions about duplicate transactions in QuickBooks Online? Just ask. We're happy to help you sort it out.

Resources

Categorize online bank transactions in QuickBooks Online — general guide to the For review/Categorized workflow, useful background for anyone unfamiliar with the tabs referenced in the draft.
Unmatch or move downloaded bank transactions — used during verification for the "Added or Matched" column label; useful if a reader needs to undo a bad match rather than a duplicate specifically.
Set bank rules to categorize online banking transactions — supports the "turn off auto-add on bank rules" prevention tip in the draft.
Find missing downloaded transactions — adjacent troubleshooting topic (opposite problem: transactions not showing up at all).
Fix issues for accounts you've reconciled in the past — relevant if a reader accidentally deletes a reconciled duplicate and needs to fix their beginning balance.
What's the Undeposited Funds account? — relevant to a related "income doubled" duplicate scenario mentioned in the primary source, in case the user's situation extends there.
Automatic matching for QuickBooks Payments — relevant if the original poster's account also uses QuickBooks Payments, since that creates its own automatic deposit-matching behavior worth knowing about.

R

Rasa-LilaM

QuickBooks Team

Thanks for dropping by the Community space, Sheyer.

Let me provide some details for why there are two payments showing in your credit card.

The data we receive is dependent upon what your financial institution sends over to QBO. I suggest contacting your bank to check the data.

If there are duplicate transactions, you can exclude them to keep your records accurate. For the detailed instructions, follow these steps:

Click Banking in the left navigation bar.
Go to the Banking tab.
Under the For Review tab, check the box for the transactions you're working on.
Click Batch actions at the top of the table.
Choose Exclude Selected.

The payment/charge will fall under the Excluded tab in the Banking page.

Should you have additional questions about the process, reach out back to me. I'll be around to help. Have a great rest of your day.

F

frontdeskAA

If they are already added to the register, how do we get rid of the duplicate charge and keep the one that is a payment? If I try to delete one, it deletes them both. Then if I add it back as a credit, it automatically creates a duplicate as a charge.

M

MaryGraceS

Moderator

Hello there, @frontdeskAA.

Thank you for posting in the Community. Allow me to help share some insight about deleting the duplicate transactions added to the register.

You may have added transactions on the Banking page that already existed in QuickBooks that's why it's showing as a duplicate in the register. To fix this, you can Undo both the charge and payment in the Bank Register to remove them.

After that, instead of adding the payment, you need to match it to the transaction that's already created in your account to avoid duplicate entry. Let me show you how:

To start, let's undo the accepted transactions:

On the left pane, select Banking.
Under Bank and Credit Cards, select your account.
From the Reviewed tab, locate the transactions.
Mark the checkboxes for the duplicate transactions.
Click the Undo button.
Click Continue to confirm.

Both transactions are moved from the Reviewed tab to the For Review tab where you can select the payment, and match it.

Here's how:

On the Banking page, select the For Review tab.
Locate a transaction with one or more possible matches to review. The matching transaction appears in the CATEGORY OR MATCH column.
If the match is correct from the Action column, select Match, to accept.

Finally, you can follow the steps provided by my colleague, Rasa- LilaM to exclude the charge in the For Review tab and to remove it from your downloaded transactions.

The following article contains more details about this process: Add and match downloaded banking transactions.

That should point you in the right direction. Please know that I'm just a post away if you have any other questions about deleting duplicate transactions in your QuickBooks. I'll be happy to help you further. Have a great day ahead.

Emma_P

Answer

Community Manager

A credit card transaction shows up twice when it gets recorded once through one method, like a manual entry, and again when your bank feed downloads the same transaction. QuickBooks Online treats these as two separate transactions until you tell it otherwise, and the fix depends on whether the extra copy has already been added to your books.

How do I make sure it's really a duplicate?

Sign in to your bank or credit card's website and check your statement for the transaction.

If it appears twice on your statement, the charge really happened twice. Reach out to your bank or payment processor instead of changing your books.
If it appears once on your statement but twice in QuickBooks Online, it's likely a duplicate you can fix.

How do I remove a duplicate that's still waiting for review?

Go to All apps, then Accounting, then Bank transactions.
Select the For review tab. It may be labeled Pending.
Select the checkbox next to the extra copy.
Select Exclude.

Excluded transactions move to the Excluded tab. They won't be added to QuickBooks Online or downloaded again. If you exclude the wrong one by mistake, open the Excluded tab, select it, then select Undo to send it back to For review.

How do I remove a duplicate that's already in my register?

Don't delete it. Deleting a transaction that came from your bank feed just brings it back the next time QuickBooks Online downloads your transactions, which is why the duplicate can seem to reappear no matter what you try.

Go to All apps, then Accounting, then Bank transactions.
Select the Categorized tab. It may be labeled Posted.
Select the link in the Added or Matched column for the extra copy.
Select Undo. This sends the transaction back to the For review tab.
Select Match if QuickBooks Online finds the correct existing transaction, or select Find match to search for it yourself. If there's no transaction to match it to, select Exclude instead.

A couple of things to check before you pick which copy to keep:

Keep whichever copy is reconciled. A reconciled transaction shows a C or R in the checkmark column, and the bank feed copy usually carries your bank's own memo text.
If neither copy is reconciled, keep the one that's already matched to other records or that has attachments.

How do I stop this from happening again?

Match downloaded transactions to existing records instead of adding them as new, whenever you can.
Turn off auto-add on your bank rules so downloaded transactions land in For review first, giving you a chance to check them before they're added.
Make sure each bank or credit card account is connected to QuickBooks Online only once.
Import files that start after the most recent transaction you already have in QuickBooks Online.
Record each sale one way, such as an invoice or a sales receipt, not both.
Reconcile your accounts every month to catch anything you missed.

Have more questions about duplicate transactions in QuickBooks Online? Just ask. We're happy to help you sort it out.

Resources

Categorize online bank transactions in QuickBooks Online — general guide to the For review/Categorized workflow, useful background for anyone unfamiliar with the tabs referenced in the draft.
Unmatch or move downloaded bank transactions — used during verification for the "Added or Matched" column label; useful if a reader needs to undo a bad match rather than a duplicate specifically.
Set bank rules to categorize online banking transactions — supports the "turn off auto-add on bank rules" prevention tip in the draft.
Find missing downloaded transactions — adjacent troubleshooting topic (opposite problem: transactions not showing up at all).
Fix issues for accounts you've reconciled in the past — relevant if a reader accidentally deletes a reconciled duplicate and needs to fix their beginning balance.
What's the Undeposited Funds account? — relevant to a related "income doubled" duplicate scenario mentioned in the primary source, in case the user's situation extends there.
Automatic matching for QuickBooks Payments — relevant if the original poster's account also uses QuickBooks Payments, since that creates its own automatic deposit-matching behavior worth knowing about.

How do I make sure it's really a duplicate?

How do I remove a duplicate that's still waiting for review?

How do I remove a duplicate that's already in my register?

How do I stop this from happening again?

How do I make sure it's really a duplicate?

How do I remove a duplicate that's still waiting for review?

How do I remove a duplicate that's already in my register?

How do I stop this from happening again?

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