Resolve duplicate transactions

In Sage Accounting, your bank feed transactions appear in Draft transactions ready for you to process.

Duplicates can appear for several reasons:

• You have a connected bank feed, but you also imported transactions manually from a bank statement
• You disconnected your bank, then reconnected it using the same transaction start date
• You've recorded transactions manually that your bank feed has already pulled through
• There's an issue with your bank feed connection

How to prevent duplicates

To avoid duplicates, use one method to record each transaction. For example, if your bank feed pulls transactions in automatically, don't also enter them manually.

How to handle duplicate transactions

The easiest way to handle duplicates is to delete them from the bank feed before you process them.

1. From Banking, select Draft transactions. 
2. Find the bank account, then select View Draft transactions.
3. Select the checkbox beside each duplicate transaction.
4. Select Delete selected, then select Yes, delete to confirm.
   
   NOTE:

   If a bank rule applies to a transaction, you’ll see a Rule-applied label. Delete it using the same steps as any other transaction.

If you find a duplicate after creating the transaction, delete it from Bank Activity.

How to delete bank transactions.

• Edit or delete transactions included on a VAT Return