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T
tanya-valleybrow
June 10, 2024
Question

Linked credit cards show same transactions. One card is a secondary to the other, one for business purchases one for personal. how do I avoid duplicate transactions?

  • June 10, 2024
  • 1 reply
  • 0 views
My accountant wanted me to add in the card I use for personal spend so that the payment out to pay off the balance is recorded. Since adding this I'm seeing the same transactions needing to be categorized under both cards. I want to avoid duplicates so now I have two months with of transactions on one card just sitting there as I'm not sure what to do, it's also blocking my ability to reconcile.

1 reply

J
JamesM4
June 10, 2024

Hi there, 

 

Welcome back to the Community. QuickBooks is a flexible program that enables you to get your accounting work done faster. I'll be happy to guide you in the right direction so you can achieve your QuickBooks goals with ease. 

 

When linking a bank account to QuickBooks, it's important to note that QuickBooks will sync every transaction that goes through the lined account. Hence, you're seeing duplicate transactions on your account. You can delete the duplicate transactions by following the steps below:

1. Navigate to the Banking menu.
2. Click on the For Review tab.
3. Select the checkbox of the transactions to exclude.
4. Hit Exclude.

 

Could you elaborate on what happens when you try to reconcile? Are you getting an error message on your screen? I look forward to hearing back from you in the comments below. I'll be on standby. 

T
tanya-valleybrowAuthor
June 10, 2024

Hi, 

thanks for the response. Should I categorize all the transactions on both credit cards and then go through and exclude the duplicates? 

I was under the impression I couldn’t reconcile while still have uncategorized bank transactions and so I haven’t actually tried?

Apologies you’ll have to explain in very layman terms as I’m not a book keeper just a small business owner trying to wear all the hats! 

J
JamesM4
June 10, 2024

Glad to hear back from you. When it comes to duplicate transactions, I recommend either excluding them or deleting them from the account. Otherwise, here's a helpful article that provides helpful info about reconciling accounts in QuickBooks: Reconcile hub.  Let me know if you have other questions. I'm here to assist. 

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