How to resolve duplicate transactions

There are a few reasons why you may see duplicate transactions in your Wave account. This article goes over the types of duplicates, why they happen, and what to do about them.

If you import transactions into Wave (through a bank connection, statement upload, or Wave Connect), and also manually record payments on invoices and bills to mark them as paid, you will see duplicate transactions. Wave detects these duplicate transactions and automatically merges them. Learn more in Automated bookkeeping with auto-updates.

Bank Imports 

If your bank account is connected to Wave for importing transactions, and there are duplicate transactions on your Transactions page, this can be due to two reasons:

  • If you disconnected and reconnected your bank account, and may not have chosen the correct start date to import from, there can be overlap since the same transactions are imported again.

    If you have duplicate bank connections on your Connected Accounts page, take a look at the article How to fix duplicate bank connections.

  • If you've taken no action on your bank connection, but duplicates are still being imported, it's likely due to a back-end issue that happens in some rare cases. This occurs because the transaction ID (a back-end identifier) is changing, even though the date, amount, and description (front-end identifiers) are the same. The result is that the system perceives these to be different transactions because the ID is different, and so imports the same transaction multiple times.

    While there isn’t a fix for this issue currently, you can opt to turn off imports under Banking > Connected accounts by toggling the button to the right of the specific account. You can then upload statements or use Wave connect to import transactions into Wave.

To get rid of these duplicates transactions, you can merge them. To merge, click the checkboxes to the left of a set of duplicates. Then, at the top of the Transactions page, click Merge. Repeat for all duplicate sets. 

Alternatively, you can delete the duplicates. To delete, click the checkboxes next to all of the transactions you want to remove, and then click the Delete button at the top of the page.

Whether your bank connection is duplicating transactions because of the bank-end issue, or there was an import overlap, the duplicates will need to be manually merged on your Wave account as per the steps outlined above. This is because once the duplicates are in your account, Wave cannot undo this from the back end - you will need to manually merge or delete them.

Bank Imports and Wave Payments

If you have the bank account (where you receive your Wave Payments deposits) connected to Wave, or are uploading bank statements for that account, then you may occasionally see duplicate transactions.

  • As soon as your customer makes a payment, a transaction record for the invoice payment is created in Wave.
  • When the payment is deposited into your bank account, the transaction is once again imported into Wave (through your bank connection or statement upload), creating a duplicate.

Ideally, the bookkeeping is taken care of with our automated bookkeeping for Wave Payments, and you do not need to take any action. However, in some cases, if the bookkeeping isn’t done automatically, you can follow this step to ensure your transactions are correctly categorized, and keep your income from appearing to be doubled.

All you need to do is categorize your bank import transaction as Transfer from Bank, Credit Card, or Loan, then choose Wave Payments. This will create a transfer transaction from your money in transit account - Wave Payments, to your bank account.