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October 23, 2022
Question

"online banking matches" are causing expenses to be recorded 2x in reports. My ck acct is attached to my QB acct & I had CC attached but removed bc of this-didn't help

  • October 23, 2022
  • 1 reply
  • 0 views
I've tried to "unmatch" but can't remove the CC transactions. When I click on a report total I can see that the duplicates are attached to the CC but can't remove them

1 reply

October 23, 2022

Helping you delete duplicate transactions in QuickBooks is my priority, suedraheim.

 

I appreciate you un-matching the transactions to delete this in QuickBooks Online (QBO). Thus, I’ll share with you the guidelines to properly delete them permanently. Since you already unmatched the transaction, you can then proceed to the steps below:

 

  1. Go to the Banking menu in the left panel and choose Banking.
  2. In the For Review tab, select the duplicate transaction. 
  3. Tap on the Exclude button.
  4. Go to the Excluded tab, and select the transactions again.
  5. Press the Delete button.

 

You’ll want to check out this article for more details and learn when to exclude and delete transactions: Exclude a bank transaction you downloaded into QuickBooks Online

 

Moreover, learn to categorize and match your online bank transactions. Then, you can reconcile your account to ensure your books are balanced.

 

Let me know if you have more questions regarding deleting duplicate transactions. I got your back. Have a good one!