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C
cfkarsten-gmail-
December 19, 2021
Question

I uploaded a QBO file, Categorized most, linked the account, now duplicates in "For Review." I have 75 transactions, How do I identify the duplicates?

  • December 19, 2021
  • 1 reply
  • 0 views
I every few months I DL/UL a QBO of YTD, and it only adds new transactions. It appears the transactions added via the link are only for this year. Given it is almost the end of the year, I suspect I can delete all "For Review" and then DL/UL 2021 transactions and use the link for 2022. but I have a mess now and want advice before I make it worse.

1 reply

Jen_D
Jen_D
December 20, 2021

It's good to see you here today, @cfkarsten-gmail-.

 

I want to make sure you're able to categorize your transactions accurately in QuickBooks. This is essential to get your books correct and achieve seamless reconciliation.

 

At the moment, QuickBooks will not automatically detect duplicate entries. You will need to review the entries one-by-one then exclude them manually. Here's how:

 

  1. Go to Banking menu, then tap the Categorized tab.
  2. Find the transaction and select the Undo link under the action column.
  3. Go to the For Review tab.
  4. Mark the box next to each transaction you want to exclude.
  5. Select Exclude from the pop-up at the top.

 

Excluded transactions are then moved to the Excluded tab, and won’t be added to QuickBooks or be downloaded again. To permanently delete duplicate entries, put a check mark on them, then hit Delete.

 

If you have further questions about managing bank transactions, please feel free to post them here or mention my name. I'll be here to help you manage your QBO processes. Have a nice day!

C
cfkarsten-gmail-Author
December 29, 2021

what about deleting all?

AlexV
AlexV
December 30, 2021

Hi cfkarsten-gmail-!

 

Let me further assist you with the downloaded transactions.

 

You can exclude and delete them all. However, please note that we cannot undo nor automatically redownload them but you can manually re-upload them if needed.

 

I still suggest you review the entries individually instead of deleting them. You can check this link for your reference: Categorize and match online bank transactions in QuickBooks Online.

 

Also, I added this article for the detailed steps on how to reconcile: Reconcile an account in QuickBooks Online.

 

Post again here if you have other follow-up questions. I'll help you!

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