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March 13, 2023
Question

QBO keeps downloading the same credit card refund from Chase over and over and over...

  • March 13, 2023
  • 1 reply
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I have a partial refund from Chase for a business credit card, and the same transaction keeps being downloaded into QBO. Don't know how to make it stop. I entered a credit card refund and it found a "match", but then proceeded to keep downloading the transaction. Very frustrating...

1 reply

March 13, 2023

I appreciate your effort in matching the transactions, @John11. I'll help you fix the duplicate transactions that keep coming back to your bank feeds.

 

To check if there are any reported issues related to this, may I know your financial institution? It will help us verify if there are any matters in question specific to your bank.

 

QuickBooks is dependent on the entries released from your bank. Since the credit card refund transaction was repeatedly downloaded, we'll need to remove the duplicates. Let's check your audit log first to determine if there are any changes or movements in your transactions.

 

Here's how: 

 

  1. Go to the Gear icon and select Audit Log.
  2. Filter the transactions by choosing the appropriate UserDate Changed, or Events to narrow down results.
  3. Press Apply.

 

Once done, we can exclude the transactions again and delete them afterward. This removes them from your books permanently. I'll show you how:

 

  1. Go to the Banking menu from the left navigation panel.
  2. Select the Banking tab, and then choose the account you want to use.
  3. Click the For Review tab.
  4. Mark the checkboxes next to the transactions you want to exclude.
  5. Press the Exclude option to move them to the Excluded section.
  6. From there, place a check in the box for the transaction you'd like to permanently delete.
  7. Click the Delete tab.

 

See this article to learn more about the process: Exclude a bank transaction you downloaded into QuickBooks Online.

 

I've included these resources to help you manage your downloaded transactions in QuickBooks:

 

 

Just leave a reply below if you have further questions about banking transactions. I'm still here to help you. Take care.

March 13, 2023

I have been excluding these erroneous downloaded transactions then deleting then, but clicking 'Update' just starts bringing them back in again...