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New Member
January 25, 2020
Question

How do I remove double payments transactions from my banking account? One is showing as a deposit and a duplicate is showing as a payment.

  • January 25, 2020
  • 1 reply
  • 1 view
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1 reply

Level 5
January 27, 2020

Hi there, 

 

Welcome back to the Community! Rest assured, I'll be happy to help you with removing duplicate transactions from your account. 

 

To do this, follow the steps below:

 

If the transactions are still showing in the For Review tab: 

  1. In the left navigation tab, click on Banking.
  2. In the For Review tab, select the duplicate transactions. 
  3. Click on Batch actions and select Exclude Selected
  4. In the Excluded tab, check the boxes for these duplicates.
  5. Click on Batch actions and select Delete.

If these duplicates are already accepted/matched, here's how:

  1. In the left navigation tab, click on Banking.
  2. In the In QuickBooks tab, select the duplicate transactions. 
  3. Click on Undo.
  4. In the For Review tab, select the duplicate transactions. 
  5. In the Excluded tab, check the boxes for these duplicates.
  6. Click on Batch actions and select Delete.

Give this a try and if you're still having issues, I recommend contacting our support team using this link