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May 24, 2024
Question

duplicate transactions

  • May 24, 2024
  • 1 reply
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Hi, I'm experiencing an issue with duplicate transactions when updating my bank transactions in QuickBooks Online. Transactions that I have already matched on previous days, or even transactions from the same day, appear twice. How can I prevent this from happening?

1 reply

MariaSoledadG
May 24, 2024

Let me guide you on how you can prevent duplicate transactions from happening, Babak.

 

Transactions will show as duplicates in QuickBooks Online if it is entered or downloaded twice. May I know what's the name of your bank? This way, we'll be able to check if there's an issue with your financial institution. In the meantime, you'll want to exclude duplicate transactions to correct your books. To do so, follow the steps outlined below:

 

  1. Go to Transactions, then select Bank transactions.
  2. Select the For Review tab.
  3. Tick the checkbox of the transactions to exclude.
  4. Click Exclude.

 

This moves to the Excluded tab of the Banking page.

 

If everything looks good, learn how you can compare your financial records to ensure accuracy and consistency. I've added this article for your reference: Reconcile An Account in QuickBooks Online.

 

If you have other concerns, or questions about duplicate transactions, don’t hesitate to share them with me. I’d be delighted to work with you again.