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dawgteem
June 2, 2021
Question

After I updated Quickbooks Online with my bank account there are duplicate transactions showing up all the way back from January. How do I fix that?

  • June 2, 2021
  • 1 reply
  • 21 views
No text available

1 reply

AlcaeusF
AlcaeusF
Level 14
June 2, 2021

Hi @dawgteem,

 

Welcome to the Community. I can help you fix the bank feeds issue in QuickBooks Online.

 

Duplicate transactions usually happen when you disconnect and reconnect an account. If you updated your bank details using this method, QuickBooks will redownload your previous data.


The income and expenses that will upload to the system will depend on the information that your bank shares. There are times a financial institution linked to QuickBooks downloads duplicate transactions.

 

There are simple steps you can follow to resolve the problem. I recommend using the Exclude feature to remove duplicates from your banking.

 

Here's how:

 

  1. Go to the Banking menu or Transactions menu, then select the Banking tab.
  2. Select the For Review tab.
  3. Select the checkbox of the transactions to exclude.
  4. Select Exclude. 

 

If there are changes to your account details on your bank's website, like your username or password, you can edit the sign-in info direct in bank feeds. You should be able to select your bank from the tile and select the Edit option.

 

Please follow these steps:

 

  1. Go to the Banking menu or Transactions menu.
  2. Select the Banking tab.
  3. Select the Edit ✎ icon in the tile for the bank account you want to update.
  4. Select Edit sign-in info.
  5. Update your account info.
  6. Select Save and connect.

 

For more information, as well as how to exclude a transaction in the QuickBooks Mobile app, I recommend the following article: Exclude a bank transaction you downloaded into QuickBooks Online.

 

Leave a comment below if you have other concerns related to banking. The Community and I will be around to help you.

D
dawgteemAuthor
June 2, 2021

Am I able to delete the duplicate transactions without causing more issues?

LieraMarie_A
LieraMarie_A
Level 8
June 2, 2021

No the worry, @dawgteem. Deleting duplicate transactions won't cause any more issues.

 

QuickBooks sends downloaded transactions to the For Review tab. From there, we have the option to match, add, or exclude them from the list. After excluding them in the For review tab, you can find them in the Excluded tab. You may bring these transactions back by clicking Undo. You can also permanently remove them from QuickBooks by selecting Delete.

 

If the duplicate transactions are already categorized or matched:

  1. Select Banking or Transactions on the left menu.
  2. Navigate to the Categorized tab and tick all the duplicate transactions.
  3. A black box will appear at the top of all transactions, showing how many are selected. Select Undo. This will move them over to the For review tab.
  4. Navigate to the For review tab and tick the duplicate transactions.
  5. In the black box at the top of all transactions, select Exclude.
  6. To permanently remove these transactions from QuickBooks, select the Excluded tab. Then, select the tick box to the left of the Date column to tick all transactions. Select Delete.

 

Here's more information about working with bank feeds in QuickBooks Online: Categorize your bank transactions.

 

Should you have additional questions about managing bank feeds, let me know in the comments. I'm always here to help.

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