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M
maags1950-gmail-
November 25, 2021
Question

Avoid duplication in bank transfers

  • November 25, 2021
  • 1 reply
  • 0 views
Thank for your assistance but how to you treat a transfer of money from one account to another ,without duplicating,you have to review and categorise both accounts ,this automatically duplicates record on you account ..

1 reply

AlexV
AlexV
November 25, 2021

Hello maags1950-gmail-!

 

You can match the downloaded transactions to the fund transfer you created in QuickBooks Online to avoid duplicates. I'm here to show you how to do it.

 

Follow these steps on how to match them:

  1. Go to the Banking/Transactions tab and select Banking.
  2. Tick the Find match radio button. From the Match transactions page, select Transfer from the Show drop-down, and set the From and To dates.
  3. Select the match transaction. Tap Save.

 

Also, QuickBooks Online will try to find a matching transaction. If the system found one, you can review the Matching records found section.

 

You can also check this article for your reference on how to review downloaded transactions: Categorise and match online bank transactions in QuickBooks Online.

 

Lastly, this is the article on how to reconcile the accounts in QuickBooks Online: Reconcile an account in QuickBooks Online.

 

Leave a comment below if you need more help with the downloaded transactions. Take care!

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