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October 15, 2022
Question

UGG! New B of A

  • October 15, 2022
  • 1 reply
  • 0 views

I guess something changed in QB and I have a new B of A connection... it won't let me download my transactions in Check Register View... But when I download them in any other view I get duplicates and it has totally screwed up my balances causing a tremendous amount of work.

 

Is there any way to switch back to the check register view when I download my transactions? Uggg, please help :(

1 reply

October 20, 2022

Hello, Cendecon. 

  

QuickBooks permits you to eliminate duplicate transactions from the bank feeds. This simply means that you can remove duplicate transactions directly from the bank feed. However deleting duplicate transactions depends upon the mode you are using. 

 

In case if you are using the side -by-side mode, then in that case the downloaded transactions are on the left of the screen: 

 

  1. Click the Banking menu.
  2. Select the bank feeds and then choose the bank feeds center.
  3. Followed by, selecting the account with the transactions you wish to remove in the items reviewed section.
  4. Next step is to choose the items to delete.
  5. Moving ahead, you need to select the deleted transactions and hit yes to confirm. 

 

On the other hand, you can get ride of duplicate transactions in Register mode. The steps to be carried out are as follows:

  1. Click the Banking menu. 
  2. Choose the Bank Feeds and then Bank Feeds Center.
  3. Now spot and select the statement from the items received from the financial institution section. Followed by selecting the View option.
  4. Match the appropriate transactions. Select Done to match them.
  5. Pick Yes in the Not Finished Matching screen. You'll return to the Online Banking Center.
  6. Find and select the same statement from the Items Received From Financial Institution sectionThen select Delete

  

For more details steps about deleting duplicate transactions, please refer to this article: Remove duplicate transactions in QuickBooks Desktop.

 

If you have more questions about deleting duplicate transactions and other concerns while doing QuickBooks tasks, please post them here. The Community always got your back.