How to Delete Duplicate Invoices in QuickBooks?

by James Antonio

Handling accounting and other transaction-related tasks are not that easy for businesses. They have to have robust software products to make sure the processes are properly dealt with. In this connection, QuickBooks has to be special mention as it is widely used by small and big organizations to control their accounting and transaction-related functions. Know how to delete duplicate invoices in QuickBooks.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

While handling transactions, however, users often find the same invoices duplicated, which leads to redundant data storage and retrieval.

What is it?

When the invoices are duplicated, it causes data redundancy. Various factors lead to the duplication of invoices. Some of them include:

  • If you switch to the new QB version, the invoices in the previous version might get duplicated in the new one.
  • When you import lists and transactions from an external source to your company data file, duplication of invoices might occur.
  • Users sometimes manually enter transactions and then use the automatic update feature, which also could lead to duplicate entries.

Based on the cause of the duplication of the invoice, a proper solution can be opted for. If the correct solution is applied, the results would be effective.

Why do We Need it?

Any data when gets duplicated causes confusion. The case is no different for the duplication of invoices. When the data is duplicated, it leads to issues while processing sales receipts and running reports. The unnecessary duplication causes the slowdown of the entire database. As a result, the retrieval of data when needed gets delayed.

Making sure you don’t have anything repetitive stored in the database is the best way to tackle this issue. You can either remove entries one by one to ensure there are no duplicates, or you can prevent the duplication of the invoices or any other transaction-related documents. This will help your QuickBooks software to run efficiently and remain faster.

Though QuickBooks has an inbuilt feature that prevents the creation of duplicate data, you still have to enable it onto your system to achieve the purpose. As soon as you enable this feature from the QuickBooks settings, you will receive a message from QuickBooks asking you to stop the export whenever you try to send an invoice that is already in the system.

In case, you still get a duplicate invoice created, you can easily delete it by following a few simple steps. Secondly, if it’s only the invoice number that has been duplicated, you have an option to edit it and change the number.

Steps to Delete Duplicate Invoices in QuickBooks

As already stated above, different factors can lead to the duplication of the invoices. Depending on the cause, you can opt for the solution to the same.

Here are a few solutions you can choose to remove, delete, or prevent supplicate invoices in QuickBooks. Fixing duplicate invoices imported from the previous QuickBooks version:

Step 1: Locating the Duplicate Invoices

  • Go to the left menu on QuickBooks Online.
  • Click on Sales.
  • Choose the No. column to filter the invoices.
  • The numbers that hit your screen next are arranged in either ascending or descending order.
  • Look for duplicate invoices.

Step 2: Preventing the Invoice Duplication

Before browsing through the steps to delete the duplicate invoices.Let’s have a look at how to prevent the creation of duplicate transactions or invoices. To achieve this, there are a few steps to follow to make changes to the Accounts and Settings option.

  • Select the Gear icon on QuickBooks.
  • Click on the Accounts and Settings option.
  • Choose the Sales tab.
  • Select the Sales form content portion.
  • You will have the Customer Transaction Numbers checkbox ticked. Uncheck it.
  • Choose Save.
  • Click Done.

Step 3: Deleting the Duplicated Invoice

  • Click on the duplicated invoice. Open it.
  • Scroll to the bottom of it.
  • Click on More.
  • Select Delete.
  • Click on Save.

Step 4: Editing the Duplicated Invoice Number

  • Click on the duplicated invoice. Open it.
  • Scroll to the bottom of it.
  • Click on More.
  • Select to Edit the Invoice number.
  • Click on Save.

Of course, the steps mentioned above are easy to follow. However, there are times when you might get stuck in between and are unable to proceed. If needed they can also offer direct assistance. They will access your system and check for the issues. As soon as the cause is detected, they will help you in accordance with the same. Just give them a call no matter at which step you are stuck. They are always available to guide you through the process.

Accounting Professionals, CPA, Enterprises, Owners

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number 1800-689-5491 or chat with experts.


How do I Stop Duplicate Invoices?

QuickBooks has an inbuilt feature you have to enable to prevent the creation of duplicate data.

Select the Gear icon on QuickBooks.
Click on the Accounts and Settings option.
Choose the Sales tab.
Select the Sales form content portion.
You will have the Customer Transaction Numbers checkbox ticked. Uncheck it.
Choose Save.
Click Done.

Why is QuickBooks Duplicating Invoice Numbers and Invoices?

The main causes of QuickBooks duplication are listed below:

If you switch to the new QB version, the invoices in the previous version might get duplicated in the new one.
When you import lists and transactions from an external source to your company data file, duplication of invoices might occur.
Users sometimes manually enter transactions and then use the automatic update feature, which also could lead to duplicate entries.

How should I Delete a Duplicate Entry in QuickBooks?

To delete the duplicated invoice, you can follow the steps below:

Click on the duplicated invoice. Open it.
Scroll to the bottom of it.
Click on More.
Select Delete.
Click on Save.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

img

Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

img

Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

img

Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

img

Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

Call Now +1-800-689-5491
Dancing Number

Kindly Provide The Following Information To Download The Dancing Numbers.

X





    Top