banking
Duplicate transactions are identical copies of an original transaction. Having duplicate transactions can result in unwanted confusionwhileyou arematchingthe transactions in your bank accountwith the transactions you’ve created in Zoho Books.
These duplicate transactions may be recorded in Zoho Books because of:
- Fetching duplicate feeds provided by Yodlee
- If there are any changes in the transaction details, Yodlee will update old transactions with updatedtransactions, resulting in duplicate feeds.
These duplicates would have to bespotted andexcludedto avoid conflicts while reconciling.
Filtering Duplicate Transactions
Zoho Books can spot these duplicate transactions and will list them in theautomaticallyexcluded transactions filter.
- Go to theBankingmodule.
- Select a bank account.
- Click thedropdown near theUncategorized Transactions tab.
- SelectAutomatically Excluded.
All the duplicate transactions that have been identified by Zoho Books will be listed.
See Also
Charged for the Same Order More Than OnceWhy does the Pending Transaction appear twice for the same transaction?What to do if your debit card is charged twice?How to Cancel Amazon Digital Services SubscriptionIf some, duplicate transactions are not identified automatically,you can:
- exclude them manually
- contact us at support@zohobooks.com and we’ll assist you.
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