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December 31, 2020
Question

The system is continuing to download multiple transactions, sometimes more than 4. How do I stop that?

  • December 31, 2020
  • 1 reply
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1 reply

December 31, 2020

Hi MW52,
 

Dealing with duplicate transactions can be a time-consuming process but don't worry, I'm here to help get you back on track. QuickBooks Self-Employed offers a great variety of tools and resources which simplify the way you handle your accounting.
 

Step 1: Double-check your bank statement

 

Before making changes in QuickBooks Self-Employed, I recommend checking your bank statement. To do this, sign in to your bank's website and pull up the statement for the period you see the duplicate.

 

If you see the transaction on your statement twice, your data downloaded correctly. If you only see the transaction once, move on to Step 2.

 

Step 2: Check your online bank connections:

 

Make sure your bank or credit card account is only connected to QuickBooks Self-Employed once. If it's connected twice, you can simply hide one of the accounts. Doing this stops QuickBooks from downloading new transactions from the second connection.

 

On a web browser

  1. Select the profile ⚙ icon.
  2. Select Bank Accounts.
  3. Make sure your bank or credit card account is connected once.
  4. If there's a duplicate, select the toggle to OFF in the Show account column.

On an iPhone or iPad (iOS)

  1. Select the profile icon and then Settings.
  2. Select Bank Accounts.
  3. Make sure your bank or credit card account is connected once.
  4. If there's a duplicate, select the toggle to OFF.

On an Android phone or tablet

  1. Select the menu ☰ icon and then Settings.
  2. Select Bank Accounts.
  3. Make sure your bank or credit card account is connected once.
  4. If there's a duplicate, select the toggle to OFF.

Following the steps above will stop duplicate transactions in the future. If this doesn't work, I recommend following Step 3. 

 

Step 3: Exclude duplicate transactions:

 

I recommend checking out this helpful article which shows you how to: Exclude or delete transactions in QuickBooks Self-Employed.

 

I encourage you to try the steps above and let me know how you make out. I'll be one message away in case you need anything else. :)