How to Delete Duplicate Transactions in QuickBooks Online?

by James Antonio

Are you also tired of having many duplicate transactions into your account?

To delete duplicate transactions in QuickBooks online account, here is the whole process for it. You are just required to implement the process and get it done in a simple and easy way.

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For Removing the Duplicate Transactions in Register mode

When you are in Register mode, then the register is at the top and the transactions are at bottom. So if you want to delete the transaction that won’t match the proper transaction. Then you have to delete the whole statement. The steps are as follows:-

  • In QuickBooks Online
  • Click on the Banking menu
  • Click the Bank Feeds
  • Select the Bank Feeds Center
  • From Items Received from financial institution Section, you have to find and select the statement
  • After that, click the View option
  • Now, you have to match the transaction
  • Then click on Done to match them
  • Click on the Yes button in the not finished matching screen
  • Then, you get back to the Online Banking Center
  • Find and select the statement that is same from the Items Received From Financial Institution Section
  • Click the Delete button.

Deleting the statement, it helps in preventing the unwanted transactions from appearing on the next time when you download the statement. The transactions keep appearing if you won’t delete the matched or duplicate statement.

To Delete Duplicate Transaction in side-by-side mode

In the side-by-side mode the downloaded transactions are on the left side. So, the steps in this mode are as follows:-

  • In QuickBooks click on the Banking menu
  • Then click on Bank Feeds
  • Go to the Bank Feeds Center
  • Click on the Item reviewed section
  • In this, you have to select the account from which you have to remove or delete duplicate transactions
  • Click on the items you want to delete
  • Then do select the transactions that you want to delete
  • Click on the option Delete Selected to delete all the transactions you select
  • Hit on Yes button to provide the confirmation
  • Now, you are done with it.

What if the Duplicate Transactions are still Visible?

Check that the transactions are still showing on the Review tab or not if yes then you have to do the following:-

  • In QuickBooks Online
  • Go and select the Banking that is on the left menu
  • Then go to the For Review tab
  • Click on Duplicate transactions
  • Hit on the Batch actions
  • Then click on the Exclude selected
  • In the tab named Excluded, you have to check the boxes for the duplicates
  • Click on the Batch actions then click on the Delete button

What if the Duplicate Transactions are Matched or Accepted Already in QuickBooks Online?

In this case, you have to follow the steps below:-

  • Click on the Banking in the QuickBooks Online left navigation menu
  • Then in the QuickBooks tab, select the transactions that are duplicate
  • Select the option Undo
  • Go to the tab For Review
  • In this tab select the transactions that are duplicate
  • Then in the Excluded tab
  • Tick mark the boxes for the transactions that are duplicates
  • After that, click on Batch action to delete everything at once
  • Then click on the Delete button and you are done.

So in this article, you get to know about how to delete duplicate transactions in QuickBooks online. Also get to know to delete it in batch actions also. If you are in any mode there are the steps that you can follow and implement it easily.

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How can I Switch Bank Feeds modes to Delete Duplicate Transactions in QuickBooks Online?

a. In QuickBooks Online, click on the Edit menu option
b. Then select the Preferences tab
c. On the left side click on Checking
d. Then click on Company Preferences tab
e. In the section of Bank Feeds, choose modes that you want to select:
i. Classic Mode
ii. Express Mode
iii. Advanced Mode
f. Then click on the OK button.

How can I Download the Transactions if I Delete Wrong Transactions when I try to Delete Duplicate Transactions in QuickBooks online?

a. In the QuickBooks Banking menu
b. Select the bank feeds then go to the Bank Feed center
c. From the list of bank accounts, select the account for your bank
d. Now select the Download transactions
e. Click on Synchronize and if you want to do it with particular account then select sync this account
f. Select the option Sync all from this bank
g. Then click on the OK button.

How can I Review and Match the Transactions before applying to Delete Duplicate Transactions in QuickBooks Online steps?

a. In the QuickBooks Online Banking menu
b. You have to go to the Bank Feeds
c. Then select Bank Feed Center
d. After that, review the transactions in each category.

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

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Accountant Basic

*See our Pricing for up to 10 Company Files.

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Pricing includes coverage for users
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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Unlimited Users
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  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

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Pricing includes coverage for users
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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.

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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.

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