Skip to main content
December 31, 2022
Question

How do I delete duplicate transactions?

  • December 31, 2022
  • 1 reply
  • 0 views
how do I delete duplicate transactions uploaded directly from the credit card company when I merged accounts

1 reply

Daniela_A
December 31, 2022

Good day, @lisa-lisagodin-c.

 

Let's make sure you'll be able to delete the duplicate. Here's how:

 

1. Go to the Banking menu at the left pane. then Banking.
2. On the For Review tab, put a checkmark on the transactions you want to exclude.
3. Click the Batch Actions drop-down, then pick Exclude Selected.

 

Once done, they will be transferred to the Excluded tab. To delete them, here's how:

 

1. Go to the Excluded tab.
2. Put a checkmark on the transactions.
3. Click the Batch Actions drop-down again and choose Delete.

 

That should do it. I'm also including this article for additional resources: Categorize and match online bank transactions in QuickBooks Online

 

If there's anything else that you need with your bank transactions, let us know so we can get back to you. Have a great day!