When you receive or send a payment through Forwardly, we reconcile the payment record in your connected accounting system. If you're using QuickBooks Online and have enabled certain automation features, this may conflict and cause a duplicate payment record when Forwardly tries to reconcile. Here's how to fix it:
- In QuickBooks Online, navigate to Transactions.
- Go to Bank Transactions.
- Find the transaction you're looking for by applying the date filter based on the payment date.
- Click Find other matches to manually match the bill.
- Locate the payment record you want to match to the transaction, tick its checkbox, and hit Match.
- This will map the bank transaction entry with the Forwardly pushed payment entry.
If you notice something duplicated in your books, make sure to refrain from deleting any records and submit a ticket for personalized advice.