The duplicate transactions check in Data Health & Insights analyses your client's invoices and bank transactions to surface potential duplicates. Catching these early helps avoid issues like paying a supplier twice or overstating revenue.

To access it, go to a client's account and select Data Health in the left navigation, then select Duplicate transactions under Cleanup.

The duplicate transactions check is available to practices on Practice Essentials and Practice Advanced plans with the Data Health & Insights add-on. It works with both Xero and QuickBooks Online clients.

Dext identifies potential duplicate transactions by comparing contact, date, and value. The Comparison range setting at the top of the page controls how far apart two transaction dates can be while still being flagged as a potential duplicate - the default is ± 5 Days. You can adjust this to ± 3, 7, 13, or 31 days depending on how broadly you want to cast the net.

Use the Between date range to set the period you want to check.

The duplicate transactions check presents each potential duplicate group as a card showing the contact name, date, value, and number of transactions involved. Select the chevron on a card to expand it and see the full transaction detail, including Transaction Type, Date, Transaction Number, Amount, Paid On, Reference, and a View in Xero or View in QuickBooks link for each transaction.

Use Sort by to order the list by Name, Value, or Date. Use the filter icon to narrow results by type - All, Purchase, or Sale.

By default, the check covers invoices only. To include duplicate bank transactions, turn on the Include bank transactions toggle. A confirmation prompt will appear — select Switch on to proceed.

When bank transactions are included, the Transaction Type column in the expanded card shows Bank Transaction rather than Invoice, so you can distinguish between the two.

To dismiss a single duplicate, select Dismiss on the relevant card. To dismiss multiple at once, select the checkboxes on the cards you want to dismiss - or select Select all - then select Dismiss Suggestions.

Dismissed duplicates don't contribute to the Health Score. To review dismissed items, select the Dismissed tab at the top of the page. To reinstate a dismissed item, select Undo in the Actions column.

To update the duplicate transactions check, use the buttons at the top of the page:

If you've made changes in Xero or QuickBooks Online, select Sync first, then Recalculate to see updated results.