How to match a payment without adding a duplicate deposit
Clicking "match" on a bank transaction often adds a duplicate deposit for the same amount to the customer's transaction list. This creates incorrect negative balances and leaves multiple deposits hanging open, forcing users to make fixing these errors a daily activity.
What people tried
Every workaround mentioned in the threads below. We haven’t tested any of them — and nobody here is claiming they worked.
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How to match a payment without adding a duplicate deposit
- 1Undo all of the bank matches to the invoices and then manually match the bank feed to the deposits.Did this help you?
- 2Change the auto-generated deposit to the correct real world bank account and then match it.Did this help you?
- 3Remove the integration entirely.Did this help you?
In their words
Unedited, grouped by where they were said, most upvoted first within each place, each linked to the thread it came from.
“But under deposits there are now seven duplicate deposits that are hanging open.”source ↗
“When I go to my bank transactions, and I click match, it adds another $70 deposit under my customer transaction list. I now have a -$70.00 instead of a 0 balance.”source ↗
“I was really hoping this would no longer be a daily activity”source ↗
Where this came up
People with this problem also raised
- 3Why do I have to type the same invoice into multiple systems?
- 3How to delete an entire uploaded file of duplicate transactions?
- 9How do you do account reconciliation when departments are split up?
- 7How to fix journal entries moving income to expense accounts
- 3Why do we keep accidentally paying for software twice?
- 14How do you know HubSpot and QuickBooks are still in sync?