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H
hammond-heights-
November 7, 2024
Question

Can I stop pending transactions from my bank from downloading into QBO?

  • November 7, 2024
  • 1 reply
  • 0 views
I am getting duplicates or mismatches in my register because my bank posts a pending transaction and QBO will bring that transaction over to be reviewed.  Sometimes it brings in duplicates, once when it is listed as pending then a new one when it is cleared at the bank.  I just want QBO to recognize a transaction as processing/pending and not even bring it in for review until it is cleared/finalized by the bank.

1 reply

R
RCV
November 7, 2024

Welcome to the Community, Hammond. We know managing bank transactions can be challenging. I'm here to help you address your duplicate and pending bank transactions.

 

The option for QBO to recognize a processing/pending transaction and restrict it from uploading it in the For review tab is unavailable. The program is only dependent on the information shared by your bank. Thus, every detail during the download process relies on what your financial institution shares.

 

We can exclude duplicate entries from the banking page. Let me guide you on how: 

 

  1. Go to the Transactions menu.
  2. Click the Bank transactions tab and select the bank tile in question.
  3. Tap the For Review tab.
  4. Select the checkbox of the transactions to exclude.
  5. Press Exclude.

 

I've attached a video for your visual reference: 

 

 

To learn more about this, check out this article: Exclude a bank transaction you downloaded into QuickBooks Online. Also, we can automatically categorize transactions from your bank by following the steps in this article: Set up bank rules to categorize online banking transactions in QuickBooks Online.

 

Moreover, it's recommended to perform the reconciliation process regularly to make sure your accounts are matched. To get started, check out this link for the detailed instructions: Learn the reconciliation workflow in QuickBooks.

 

If you have any other questions about managing your bank transactions or any Bank Feeds-related concerns, feel free to leave a reply below. We are here always to help you out, Hammond. Have a good one.

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