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Baker5501
July 17, 2022
Question

How do I remove a duplicate transaction which was created after I reconciled an account?

  • July 17, 2022
  • 1 reply
  • 0 views

Last month my bank changed names.  There was a period of 2 weeks when transactions did not flow consistently.  At the end of the month, there were 4 transactions on the statement which were not on the QBO register.  I added all 4 then reconciled the account.  At the beginning of the month, all 4 transactions were in the review tab and I mistakenly added them.  The register shows each transaction; one with an "R" and one with a "C" with 2 green squares.  Can I safely delete the 4 transactions with "C"?  My reconciliation page shows these transactions each month and I cannot clear them from the form.  I am assuming this is due to the fact there are duplicates.

1 reply

KlentB
KlentB
July 17, 2022

I can help you with that, Baker5501.

 

You can remove the mistakenly added duplicate transactions by using the Undo function on the Banking page. Here's how:

 

  1. Go to the Transactions or Banking menu.
  2. Click the appropriate bank account, then go to the Categorized tab.
  3. Find the duplicate transaction, then select Undo from the Action column.
  4. Go to the For review tab, then select the duplicate transaction again.
  5. Choose Exclude to remove the duplicates.

Additionally, here are some resources that you can read to help review your bank transactions and keep your accounts accurate/up-to-date:

 

Keep me posted if you have any other concerns or additional questions. The Community always has your back.

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