I am having this issue every time I have to refresh my bank connections. It's making quickbooks pretty unusable for me as I can't be certain which transactions are duplicates and I am having to go through everything again each time.
It looks like this complaint was over a year ago. has this still not been fixed?
It could be the transactions were downloaded twice, rothwella.
When you connect your bank account, QuickBooks Self-Employed automatically downloads your latest transactions.
Since each bank connects to QuickBooks differently, sometimes there are crossed wires. QuickBooks may occasionally download duplicate transactions. Here's what to do with duplicate transactions and how to prevent them in the future.
Let's double-check your bank statement. Sign in to your bank's website and pull up the statement for the period you see the duplicate.
Once you see the transaction on your statement twice, your data is downloaded correctly. If you only see the transaction once, let's move on to another solution.
Let's make sure your bank or credit card account is only connected to QuickBooks Self-Employed once. If it's connected twice, simply hide one of the accounts. This stops QuickBooks from downloading new transactions from the second connection.
- Select the profile ⚙ icon.
- Select Bank Accounts.
- Make sure your bank or credit card account is connected once.
- If there's a duplicate, select the toggle to OFF in the Show account column.
Alternatively, we can Exclude the duplicate transaction, please refer to this article: Exclude or delete transactions in QuickBooks Self-Employed
If you see the same or other unexpected behaviors, please let me know. I'll be happy to help you further.