Skip to main content
J
jdsinh
June 19, 2024
Question

showing muliple entries to match from the same journaling entry

  • June 19, 2024
  • 1 reply
  • 0 views

We have a journal entry that was updated three times through API. Each update included the Id, and the SyncToken was incremented accordingly. When querying for transactions on that day using the API, only one entry is returned, and the SyncToken confirms the updates. However, when attempting to match transactions in the QB UI, four transactions with the same amount are displayed.

These transactions are linked to a GL account with a type of "BANK". I couldn't determine why all versions of the transaction are appearing in the matching interface when there is only one entry in the records.

1 reply

J
jeanbiverly_
June 28, 2024

No problem, @jdsinh! Let's roll up our sleeves and sort out these duplicate transactions.

 

This can occur due to various reasons:

 

  • Accidental input of the same transaction multiple times.
  • Errors during the import process from your bank or other financial institutions.
  • Unintended application of bank rules resulting in the same entry being put into different categories or the application of multiple rules to the same type of transaction.

 

To resolve this, you can exclude them. Here's how:

 

  1. Navigate to Transactions, then choose Bank transactions.
  2. Open the For Review tab.
  3. Check the box next to the transactions to be excluded.
  4. Click Exclude.

 

 

The transaction will then appear in the Excluded tab on the banking page. If you accidentally excluded the wrong entry, you could easily undo this action by going to the Excluded tab, selecting it, and clicking Undo.

 

Moreover, you can seek assistance from our Intuit Developers Site to help configure the synchronization of your transactions. You can visit the developer site and submit your questions by visiting this link: https://help.developer.intuit.com/s/.

 

To ensure that your accounts match your bank and credit card statements, consider reconciling them. You can find guidance on this process in the article: Reconcile an account in QuickBooks Online.

 

Please don't hesitate to return to this conversation if you have any other QBO-related concerns. I'm here to help. Have a wonderful day!

Terms & ConditionsAccessibility statement