I have a transaction that i added and qb added automatically from my bank I am using qb online

It’s great to see you in the Community, userlauramicucci.

I’m here to help and guide you on how to properly manage your bank transaction. We’ll have to undo the added transaction and match it to the existing entry in QuickBooks to avoid duplication.

Here’s how:

1. Go to the Transactions menu on the left panel to select Banking.
2. This will open a page that lists all accounts connected to the bank feeds.
3. From there, click the Blue tile icon to choose your bank.
4. Navigate to the Categorised tab and tick the box for the downloaded transaction.
5. Then, press the Undo button to move it to the For Review column.
6. From there, tick the box mark for the entry and choose to Find Match.

To learn more about the process, you can browse to this resource: Categorize and match online bank transactions in QuickBooks Online. It outlines the complete steps on how to add a new entry, match it to an existing one, etc.

Also, this article provides an overview about deleting a downloaded entry and move it to another account: Unmatch downloaded bank transactions.

Drop a comment below if you have other bank-related- concerns. I’m more than happy to answer them for you. Have a great rest of your day.