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October 5, 2020
Question

Just registered a new credit card to replace the old one a lost. Activated through my account snd now I’m getting duplicate transaction.

  • October 5, 2020
  • 1 reply
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1 reply

PatriciaT
October 5, 2020

Hi Tom 1,

 

The Bank Feeds feature in QuickBooks Self-Employed is a great tool that enables you to automatically download your transactions in your books. Having your bank or credit card account up-to-date is a good practice to ensure you always get all your recent transactions in your feed. I'll be happy to show you how to handle duplicate transactions, so you keep your books accurate.

 

In situations where you get duplicate transactions downloaded from your bank, you simply have to exclude them. Here's how

 

On a web browser

  1. Go to the Transactions menu.
  2. Find the transaction you want to exclude and select it to expand the view.
  3. Select the Exclude this transaction checkbox.
  4. Select Save.

On an iPhone or iPad (iOS) or Android phone or tablet

  1. Go to the Transactions menu. On Android, select the menu ☰ icon and then Transactions.
  2. Select the transaction you want to exclude.
  3. Select Exclude transaction.

Excluded transactions will then move to the excluded transaction list and will not be included as part of your tax calculations and financial reports. To learn more on how to delete or exclude transactions in QuickBooks Self-Employed, check out this article: Exclude or delete transactions in QuickBooks Self-Employed

 

I hope this helps! For any further assistance, don't hesitate to contact our tech support team.

 

Have a great day!