Skip to main content
E
edmiidz
May 2, 2022
Question

Why does QuickBooks self-employed create duplicate entries after reconnecting TD account?

  • May 2, 2022
  • 1 reply
  • 0 views

I recently reconnected my TD account, and it seems to have temporarily created a duplicate account, but now under my account section I only see one TD chequing account. However from the Transaction filter accounts drop down, I see a duplicateTD chequing account. Why is this, and how can I resolve this issue?

 

First one:

 

Second one:

 

I did get a new TD debit card from the previous time I logged into QuickBooks.
Is it possible that QuickBooks looks at the login name as the mapping value for accounts?
If so, that is very problematic for TD, as the debit card number is the login name, and it expires periodically.

1 reply

T
Trish_T
May 2, 2022

Hi edmiidz,

 

I'm pleased to see you reaching out here.  Welcome!  Your banking is a vital part of your business and it's essential that your accounts are accurate.  QuickBooks Online updates your transactions effortlessly so you can get ahead of your work.  I'll be happy to provide some insight here!

 

When your banking card expires, there's no need to disconnect or reconnect it with QuickBooks Online.  You'll only  need to make necessary changes in QuickBooks if your sign in information has changed on your bank's website.  With that being said, when you reconnect an account, you have the option to select a starting date.  It's always good practice to review the account history in your chart of accounts to ensure you're selecting a date past the last entry in QuickBooks.  Here's a valuable guide for your reference.  In your case, you're seeing duplicate bank accounts and transactions.  For the duplicate accounts you can merge them together to save valuable time.  Once that's complete here's how to remove duplicate entries:

 

1. Open Transactions, then Banking from the left menu

2. Click on the tile for the bank account and select the For Review tab

3. Checkmark the box of the transactions to exclude

4. Hit Exclude.

That's it!  Your bank account should be back in order.

 

Please feel free to let us know if this solves your situation.  We'd love to hear about your success!

E
edmiidzAuthor
May 2, 2022

Step 2 fails for me. There is no Chart of Accounts.

T
Trish_T
May 3, 2022

Hi edmiidz,

 

Thanks for getting back to us here.  I suggest contacting QuickBooks Self-Employed customer care for further assistance.  They'll have the ability to work with you directly and ensure you're able to complete your QuickBooks goals as soon as possible.

 

If you have any other questions, please don't hesitate to reach back out.  We'd be happy to help!

Terms & ConditionsAccessibility statement