I can see how the duplicate entries affected your banking records, norenjen000. We'll have to exclude them to resolve the issue. Before we start, can you provide the name of your financial institution? This is to check for any reported issues similar to what you're experiencing. In addition, duplicates may sometimes occur when transactions automatically update from your bank after you’ve manually uploaded them. There are formatting issues or errors in the import process. Adding transactions instead of matching them will create duplicate entries. When you're ready, let's proceed and exclude the entries. Here's how: In your company, head to the Banking menu on the left panel and choose Bank transactions.Tap the Blue tile icon and select your account from the list.Go to the For Review tab and tick the boxes for transactions you wish to remove. Tap the Exclude button.This action will move the entries to the Excluded tab. Here's an article that goes through the process in detail: Exclude a bank transaction you downloaded into QuickBooks Online. After performing the steps above, categorize the downloaded data to the correct account to facilitate an easy reconciliation process. In the event that your downloaded transactions are missing or if you experience any online banking errors, the following links contain solutions to fix them: What to do if you can’t find downloaded transactions in QuickBooks OnlineBank errors and missing transactions in QuickBooks OnlineFill me in if you have other banking-related concerns or additional questions about managing your downloaded data. I'll get back to provide the assistance you need.

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Why does QuickBooks Online show duplicate transactions in my bank feed, and how do I remove them?

Forum|Forum|2 years ago
May 17, 2024
12 replies
104 views

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QuickBooks Online

Best answer by sofiamdc-2341

Duplicate transactions in QuickBooks Online usually happen for a few common reasons. How you fix them depends on where they show up in your system, so let's walk through how to locate and remove them step by step.

Step 1: Confirm the duplicates are in QuickBooks, not the bank

First, log in to your bank's website and review your statement for the transactions that look doubled. If a transaction shows up just once on your bank statement but twice in QuickBooks, it's a duplicate inside QuickBooks. However, if it appears twice on your bank statement as well, the charge was actually processed twice, so you'll want to check directly with your bank to clear that up.

Step 2: Check for a double bank connection

Go to All apps, then Accounting, then Bank transactions.
Review the connected accounts. Confirm the affected bank account appears only once.
If it was accidentally connected twice, disconnect the extra connection and make that account inactive in the chart of accounts.

Note: Please avoid disconnecting and reconnecting your account to try to fix duplicates. Reconnecting makes QuickBooks download past transactions again, which will end up creating even more duplicates.

Step 3: Find and identify the duplicates

Go to All apps, then Accounting, then Chart of accounts.
Select View register next to the affected account.
Use the Filter to set the date range, then sort by the Amount column so matching amounts line up for comparison.

Be sure to keep the version that has been reconciled (marked with a C or R in the checkmark column), or the one that is matched to other records or has attachments. You can then safely remove the extra copy.

Step 4: Remove the duplicate

If it's in the For Review tab: Go to Bank transactions, select the For Review (or Pending) tab, check the box for the extra copy, and select Exclude. If you exclude the wrong one, go to the Excluded tab and select Undo.
If it was added from the bank feed: Go to the Categorized (or Posted) tab, select the link in the Added or Matched column, select Undo, then match or exclude the transaction.
If it was entered manually: Go to Chart of accounts, select View register, find the duplicate, select More, then Delete.

Common causes to avoid going forward

Try matching downloaded transactions to your existing records instead of always adding them as new ones.
When importing a CSV file, start the import date after the newest transaction already in QuickBooks to avoid overlap with the bank feed.
Connect each bank account only once.
If you use recurring templates, run a Recurring Template List report to check for templates with the same payee and amount.

If you can tell us a bit more about what happened right before the duplicates started popping up (like a recent account reconnect, a CSV file import, or a reconciliation), that will help us narrow things down even further. We're here and happy to help!

Helpful Resources:

Exclude a bank transaction you downloaded into QuickBooks Online

R

Rasa-LilaM

QuickBooks Team

I can see how the duplicate entries affected your banking records, norenjen000. We'll have to exclude them to resolve the issue.

Before we start, can you provide the name of your financial institution? This is to check for any reported issues similar to what you're experiencing.

In addition, duplicates may sometimes occur when transactions automatically update from your bank after you’ve manually uploaded them. There are formatting issues or errors in the import process. Adding transactions instead of matching them will create duplicate entries.

When you're ready, let's proceed and exclude the entries. Here's how:

In your company, head to the Banking menu on the left panel and choose Bank transactions.
Tap the Blue tile icon and select your account from the list.
Go to the For Review tab and tick the boxes for transactions you wish to remove.
Tap the Exclude button.

This action will move the entries to the Excluded tab. Here's an article that goes through the process in detail: Exclude a bank transaction you downloaded into QuickBooks Online.

After performing the steps above, categorize the downloaded data to the correct account to facilitate an easy reconciliation process.

In the event that your downloaded transactions are missing or if you experience any online banking errors, the following links contain solutions to fix them:

Fill me in if you have other banking-related concerns or additional questions about managing your downloaded data. I'll get back to provide the assistance you need.

N

norenjen000Author

Bank of America.

It is a QB bug.

J

James_AL

Thanks for the reply on the thread, norejen000.

I agree with what robinhood555 said, you might have to follow the instructions given to check if there will be a duplicate transaction.

Additionally, when I looked it up in our system, there was no information of a problem that linked your Bank of America account to QuickBooks.

You may find this article handy to learn more about, the process of excluding downloaded transactions in QBO.

In case you'd like to work on reconciling your account, you can visit the following articles:

Let me know if you have other banking concerns or inquiries about managing your QuickBooks Online. I'm just around to help. Take care always.

R

robinhood555

I understand how frustrating it can be to deal with duplicate transactions in QuickBooks.

Review and Match Transactions:
- First, review and match the transactions in QuickBooks. Make sure you’ve properly categorized and matched them to avoid duplicates.
- If you’re using bank feeds, ensure that you’ve reviewed and accepted the transactions correctly.
Exclude Duplicate Transactions:
- Go to the Banking or Transactions menu in QuickBooks.
- From the For Review tab, select the checkbox of the duplicate transactions you want to exclude.
- Click Exclude to remove them from your books.
Delete Duplicates from the Chart of Accounts:
- If you’re still seeing duplicates, check if the linked account (such as a checking account) is causing the issue.
- Navigate to the Chart of Accounts:
  - Click the Accounting tab on the left panel.
  - Select Chart of Accounts.
- Locate the account that’s creating duplicate transactions and click View Register under the Action column.
- Delete the duplicate entries one by one.
Consult an Accountant:
- It’s always a good idea to consult an accountant to ensure accurate reporting.
- They can guide you through this process and provide tips to prevent future duplicates.

Remember to create a backup copy of your file before making any changes, just in case.

S

Searching4theSolution

Norenjen000 , I may have a solution if you want to contact me at [email address removed]

sofiamdc-2341

Answer

Community Manager