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marcarchibald_01
July 28, 2021
Question

Duplicate transactions keep downloading in banking and credit cards

  • July 28, 2021
  • 1 reply
  • 0 views
I exclude the duplicates and next day they come bank in bak feeds

1 reply

Rubielyn_J
Rubielyn_J
July 28, 2021

Let me help you fix things about duplicate transactions that keep coming back to your bank feeds, @marcarchibald_01.

 

QuickBooks is dependent on the entries that are transmitted from your financial institution. Transactions are being posted in the system the way they have been cleared from your bank.

 

Once you excluded duplicate transactions, it's possible to be forwarded back to the For Review tab if you haven't deleted them. We can check the audit log to review if there was a transfer that happened. 

 

Here's how: 

 

  1. Go to Settings ⚙ and click Audit Log.
  2. Choose Filter.
  3. Use the fields on the Filter panel to choose the appropriate User, Date, or Events filter to narrow the results.
  4. Lastly, select Apply.

 

If no results are displayed, we can exclude the transactions again and delete them afterward. This is to remove them from your books permanently. 

 

  1. Go to the Banking menu from the left navigation panel.
  2. Select the Banking tab, and choose the account you want to use.
  3. Click the For Review tab.
  4. Mark the checkbox of the transactions you want to exclude.
  5. Select the Exclude option.

  6. The items will be moved to the Excluded section.
  7. From the Excluded tab, place a check in the box for the transaction you'd like to permanently delete.
  8. Click the Delete tab.

 

For more insights about the process, please check out this article: Exclude a bank transaction you downloaded into QuickBooks Online.

 

Additionally, here are some resources you can use to help you in managing downloaded transactions in QuickBooks:

 

 

Stay in touch if you have other questions about excluding and handling bank transactions in QuickBooks. I'll be more than happy to assist you again. Keep safe and enjoy the rest of the day.

M
marcarchibald_01Author
July 28, 2021

I have done all of these steps and the next day the trasactions are back in my bank account and credit card account. This has been going on for over a month now on a daily basis.

    M
    Mich_S
    July 28, 2021

    Greetings, @marcarchibald_01.

     

    We appreciate your time to post. Let me help you with what to do about this issue you're experiencing with bank feeds.

     

    Excluding duplicates should prevent the same transactions from showing up in your bank feeds. Since this isn't the case in your end, I recommend getting in touch with the bank's customer support. This way, they can dig deeper what's causing this and help you from there.

     

    Please feel free to read these handy articles for your reference:

     

    You can also send us screenshots in case you're getting any error messages inside QuickBooks so we can check and help you fix it.

     

    Just leave a reply below if you have further questions with QuickBooks and bank feeds. I'm still here to help you.

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