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laynejayne19
January 7, 2023
Question

Imported Transactions Being Filtered Out Incorrectly

  • January 7, 2023
  • 1 reply
  • 0 views

Has anyone found a solution to this problem? It's making my head hurt!


I have 6 months of transactions for a bank account that came through automatically without registering the associated fees. So I need to import them again as a CSV.

 

I have now created a CSV with all the transactions (over 200) and their corresponding fees. I have excluded all the transactions that were automatically added into Quickbooks.
 
But now when I try to import the CSV the transactions, the system is automatically filtering out 100 of them as it says I already have them through my bank connection!

 

Here's what I've checked and tried so far:
I've checked all transactions are excluded. They are.
I have tried clearing my cache
I have tried an incognito browser
I have tried two different browser
I have checked the column headers are all correct and match Quickbooks
I have tried changing the Description name so they are not the same as the excluded ones already on the system

 

None of the above has worked. Am I really going to have to add all 100 transactions individually?!

 

Oh and I've also already tried to Chat to someone using the Online Chat facility. I told someone named Ritchelyn the problem and they literally ended the chat.

 

This is stressing me out massively so if anyone has encountered the same thing and found a solution/workaround I would really really appreciate the help!

1 reply

katherinejoyceO
katherinejoyceO
January 7, 2023

Welcome to the Community, laynejayne19.

 

I appreciate you for taking all the necessary steps to fix the duplicate transactions when importing them to QBSE. 

 

Since the duplicates continue to appear, I suggest reaching out to our support for further investigation. They can take a closer look at your account and come up with a solution to prevent duplicates in the future.

 

You can reach them by following the steps below:

 

  1. From the Assistant tab, type or say Talk to a human.
  2. If you want to connect with us directly, type or say Talk to a human.
  3. Then select your preferred support method: Message an agent (Live chat), Call an agent or Get a callback.

 

For additional reference on your future task with QBSE, you can check out these helpful links: 

 

 

We're always here to guide you with your other banking questions. Don't hesitate to leave a reply. Take care!

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