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Benj_ph_ca
March 15, 2025
Question

Duplicates after manually uploading bank transactions

  • March 15, 2025
  • 1 reply
  • 0 views

Hi, is there some kind of system glitch happened in Quickbooks Online (QBO) recently relating to manually uploading bank transactions?

 

Accountant here. We noticed quite a number of duplicate bank transactions recently in some of our bank accounts in Quickbooks Online after importing (or manually uploading) transactions.

 

Bank account owner is not comfortable activating automatic bank feeds here in QBO so we normally upload the transactions coming from PDF bank statements after arranging in .csv format. But please note that not all those transactions in a single .csv file are duplicated in QBO after the uploads, as we already checked those .csv files and none of those transactions are listed twice so I don't think it's possible that the file is uploaded twice in the same bank account.

 

Please help because it adds to things we need to double-check/reconcile. And this issue is annoying, frustrating and raises questions if we can still rely on QBO to make our lives easier.

1 reply

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Aldren18
March 15, 2025

Your concerns about the duplicate entries when uploading transactions resonate with me, Benj. As someone who understands the role of QuickBooks Online in handling client's finances, dealing with duplicate entries is deeply concerning. Please know that I'm committed to ensuring that duplicate entries do not hinder your workflow and will work to prevent this from happening again.

 

When manually uploading transactions, if they are not properly matched with existing transactions in QuickBooks Online, duplicates can arise. Ensure that each transaction is correctly matched or categorized to prevent this.

 

Also, I recommend checking your upload history using the Audit log to verify that the file wasn't uploaded twice unintentionally.

 

To get rid of the duplicate entries, I suggest excluding all those duplicate entries in the For Review tab.

 

After that, let's perform troubleshooting steps to isolate this issue. Kindly access your account through an incognito window to rule out the possibility of a webpage issue.

 

You can refer to these shortcut keys to open an incognito window in all supported browsers:

 

  • Mozilla Firefox: CTRL + Shift + P
  • Microsoft Edge: CTRL + Shift + N
  • Google Chrome: CTRL + Shift + N
  • Safari: Command + Shift + N

 

After launching a new private browsing session, log into your account and check for any duplicate entries when uploading in the system. If it works, clear your browser's cache to help the program run smoothly and eliminate technical issues. You can also use other devices and supported browsers as alternatives.

 

Finally, I'd like to share some helpful resources to assist you in handling your uploaded transactions in the system. These articles are designed to guide you through categorizing and reconciling transactions:

 

 

Consider this thread your go-to resource whenever you have questions about handling your uploaded entries in the software. You can also create a new discussion here in the Community space for assistance. 

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Benj_ph_caAuthor
March 17, 2025

Thank you, @Aldren18 .

 

Similar to what I mentioned in the original post, those transactions weren't uploaded twice unintentionally. Although, may I ask where can we find the "upload history" in QBO? I already checked the Audit Log but didn't see something like that. Let me know if I'm missing anything, please.

 

On the other hand, we will try the incognito troubleshooting on the next upload. I also like to wait for responses of others on this issue. As I believe it should not happen.

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FaithA
March 17, 2025

Thank you for your detailed follow-up, Benj. To answer your question, QuickBooks Online (QBO) doesn’t have a specific upload history section separate from the Audit Log. Let me elaborate.

 

The Audit Log captures most of your account activities, including uploads. To get more accurate details, you can filter it by the appropriate User, Date, and Event. Here’s how:

 

  1. Go to the Gear icon at the top right corner.
  2. Under the Tools column, select Audit Log.
  3. Select the appropriate filters for the following:
    1. User: Select the user who uploaded the file.
    2. Date: Set the date for when the file was uploaded.
    3. Events: Choose relevant events

 

On the other hand, it's good to know that you plan to try the incognito mode for your next upload. This will help rule out browser-related issues.

 

Additionally, you can match duplicate transactions manually to ensure everything is recorded correctly.

 

Lastly, you can refer to these helpful articles on how to reconcile your accounts and how to review and fix common issues if you encounter them:

 

 

Feel free to return to this thread whenever you have additional questions about managing your uploaded entries. The Community team will remain active in assisting you around the clock.

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