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October 8, 2026
Question

I have moved from sole trrader to sole trader plus. All my data has moved over. It is showing all my old transactions and expenses as pending. If I post it duplicates

  • October 8, 2026
  • 1 reply
  • 7 views
I u derstand I need to post transaction going forward but want to clear the old ones showing pending. Transa tions of expenses and income go back over a year and I have 260 pending showing.

1 reply

QuickBooks Team
October 8, 2026

When duplicate transactions appear in the Pending tab, you can exclude them from your account to stay on track.

 

Here’s how:
 

  1. Go to All apps, select Accounting, then Bank transactions.
  2. Open the Pending tab.
  3. Tick the checkbox for the transactions you wish to exclude.
  4. Hit Exclude.

 

For more information about transitioning from QuickBooks Sole Trader to QuickBooks Sole Trader Plus, check this article: Switch from QuickBooks Sole Trader to QuickBooks Online or Sole Trader Plus.

 

Feel free to reply if you have further concerns.