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Hi there, @msgcgilly. There is currently no setting that prevents the system from pulling in those overlapping transactions when you reconnect a bank account. When you reconnect your bank in QuickBooks Self-Employed (QBSE), duplicate entries appear because the bank feed is pulling in transactions that were already downloaded before the disconnect.
QBSE imports as much of the year’s transaction data as your bank provides when you reconnect a bank account. To prevent double entries, it's best to avoid disconnecting and reconnecting your bank account unless absolutely necessary. As a workaround, you can exclude the duplicate entries in your transactions.
Here’s how:
- Go to the Transactions tab.
- Locate and tick the checkbox of the duplicate transactions.
- Click on the Exclude icon.
- Select Apply.
If you’ve added a transaction manually and it duplicates when you reconnect to the bank, you can delete the manually added transaction.
Let us know if you have additional questions by leaving a comment below.
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