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R P Raiford
November 26, 2021
Question

Banking Page

  • November 26, 2021
  • 1 reply
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When I imported my bank transactions, some of the expenses showed up in both the spent and received columns on the banking page. What should I do about this? Any help is much appreciated.

1 reply

R
RoseJillB
November 26, 2021

Thank you for reaching out to the Community, @R P Raiford. Let me answer your question regarding your bank transactions.

 

The transactions that you upload to your QuickBooks Online (QBO) account will show up under your bank feeds. From there, you can exclude or categorize the duplicate transactions.

 

Since your transactions have been duplicated, I suggest you exclude all the transactions first.

 

To do so, here’s how:

 

  1. On the left navigation pane, go to Banking menu or Transactions menu, then select Banking tab.
  2. Select For review tab.
  3. Tick the checkbox beside "Date" to select all the transactions to exclude.
  4. Select Exclude.

 

Once done, let’s import the transactions once again. Then make sure there’s no duplicate.

 

You can refer to this article to learn more about format CSV files in Excel to get bank transactions into QuickBooks.

 

For further questions regarding bank transactions, you can always hit the Reply button. Have a great day!

R
R P RaifordAuthor
November 27, 2021

Thank you for the help! I used your suggestions and everything worked great (almost). My CSV file imported the numbers as '($123.45) which caused them all to go into the received column. I changed the number format to -123.45 and went through the steps again and it worked great....Thanks again for the help.

 

Randy

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