Fixing Duplicated Entries

I accidentally entered the same expense and payment twice! What should I do?

It's easy to find an accidentally duplicated entry, and fix it. Here's what to do:

Finding the Mistaken Check

To locate a check by its amount, follow these steps:

1. Choose Checking Transactions from the Bank menu, and choose the account from the submenu.
2. Choose Find from the Edit menu.
3. Click on the amount field, and type in the amount of the check.
4. Click the Find button.
5. The Found count at upper left (under the browser "book") tells you how many checks are for this amount.
6. Click the right side of the browser "book" to move through each record.
7. If two records appear to be for the same thing, you have found the problem.
8. If you want to investigate the payments, choose Detail Transaction from the View menu. That will show you the invoice that the check covers.

Fixing the Mistake

If you accidentally entered the same payment twice, here's how to delete one of them:

1. Go to the bank transaction that you want to delete.
2. Choose Detail Transaction from the View menu to see the invoice it covers.
3. Go back to the bank transaction window, but leave the invoice window open.
4. Choose Delete Record from the Edit menu.
5. Go back to the invoice window.
6. Choose Delete Record from the Edit menu.

Click here to return to Banking & Accounting Topics

Topics | Previous | Next | Getting Started Manual | Reference Manual | Site Map | Website