How To Fix Duplicates From Manually-Added Transactions in Zoho Books

Manual payments, imported statements, and added deposits may look harmless—but in Zoho Books, they can cause major chaos. In this video, we break down how these common actions create duplicate transactions, throw off your reconciliation process, and increase your bookkeeper’s billable hours. You'll see real examples of what goes wrong when duplicate payments enter the system and how to properly exclude, delete, or apply them.
Whether you're managing your own books or working with a firm, this guide will help you keep your data clean, your workflow efficient, and your costs under control. Learn how to avoid manual errors, trust the bank feed, and stop playing detective with every deposit.
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TIMESTAMPS
0:00 Intro
0:19 Finding the Duplicate
2:12 What Causes These Situations?
2:28 Fix The Duplicate Transaction
5:50 Always Record Payments From Invoice
6:20 Other Ways to Prevent Duplicates
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