I set up QuickBooks and then linked my account. I can’t figure out how to allocate an incoming amount to a sales receipt without my p/l duplicating this amount?

Hi there, sheldonbodner.

I'm glad that you're part of the QuickBooks family. I can help you allocate the downloaded transactions to a sales receipt, which is the one you've already entered within your book.

If you have one exact match, under the Category or Match column Quickbooks Online displays a green icon that says Match. The matching transaction will be displayed. If it is the correct match, click Match under the Action column towards the right.

Sample screenshots:

On the other hand, if you don’t see an item you were expecting, it may be because it falls outside the date range that QuickBooks Online analyzes. We can match them by following these steps:

1. Go to Banking on the left panel.
2. In the For Review tab, select the transaction to expand the view. 
3. Click the Find Match button.
4. Search for the transaction and make sure to only tick the correct sales receipt where you want to match the imported amount.
5. Then, Save. 

For more tips and information about it, you can always check out these articles. Each of the articles will help you as you go along with the process:

• Categorise and match online bank transactions.
• What to do if QuickBooks matches the wrong transaction.

Please let me know if you need more assistance in managing your imported transactions. I'll be around and willing to help as soon as I can. Keep safe!