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December 2, 2022
Question

Am converting from desktop to QB online. Have hundreds of transactions in bank account already. How do I connect to bank online without downloading duplicates?

  • December 2, 2022
  • 1 reply
  • 0 views
When I entered todays date to download from, it wiped out all the data I had in there and I had to start over.

1 reply

DivinaMercy_N
December 2, 2022

Hello there, @dankeyes. I'm here to ensure you'll be able to download your bank transactions in QuickBooks Online (QBO) smoothly. 

 

When you connect your bank to online banking, this downloads the latest and maximum number of transactions available from it. Each financial institution is linked differently and sometimes there are cross wires. That said, QBO might download duplicate transactions occasionally. 

 

When this happens, you can simply remove the duplicates. But before that, ensure that you categorize and match the transactions in your account. 

 

Once the bank is connected and you see duplicates, you can simply exclude and delete them in the For Review tab. Here's how:

 

  1. Go to the Banking menu and select Banking. Then, look for the affected bank and select it.
  2. In the For Review tab, select the box of duplicate transactions.
  3. Next, choose Exclude.
  4. Then, to permanently remove them, just go to the Excluded tab.
  5. Check the box of the transaction and choose Delete. 

 

Those excluded transactions won’t be added to QBO or downloaded again.

 

I've attached the following articles for reference about migrating data from QuickBooks Desktop to QBO:

 

 

It's also recommended to perform the reconciliation process regularly to ensure the recorded balance in your QBO account matches your real-life bank statement. For a detailed guide, check out this link: Learn the reconcile workflow in QuickBooks.

 

If you have any other questions about managing bank transactions in QBO, feel free to leave a comment below. I'm always here ready to lend a hand. Have a good one. 

December 3, 2022

I'd like to start over, converting form desktop to online. When I re-run the export from desktop, it does not seem to completely delete everything from the online company. Even though the balance sheets agree, the running balance in my bank account register (the one I was connecting to online and downloading from yesterday) does not look anything like what it should. Can I somehow delete the company from my account and restart from scratch? Or create a 2nd company to practice with?

PS. This is dankeyes, the OP.

Fiat Lux - ASIA
December 3, 2022

@2059107

You can't purge QBO Simple Start or if your account > 60 days old. You should sign up for a new blank account instead and don't forget to cancel the old one.

https:// quickbooks.grsm.io/US

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