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March 21, 2021
Question

The bank feed has multiple downloads of the same transaction what can I do

  • March 21, 2021
  • 1 reply
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1 reply

March 21, 2021

You'll have to exclude the duplicate transactions in QuickBooks Self-Employed (QBSE), @russ16. This way, you can keep your account updated and manage your transactions accordingly. Let me guide you how.

  1. Go to the Transactions menu.
  2. Select the box(s) beside the transaction(s) you want to exclude.
  3. Click the Exclude icon.
  4. Select the Apply button.

 

I've attached a screenshot below for your reference.

 

After that, I'd recommend performing some troubleshooting steps to permanently fix the issue. There are times that the browser is full of frequently accessed pages, thus causing some unusual responses to the system. 

 

You can start by pulling up your QuickBooks Self-Employed (QBSE) account using a private browser (incognito). Here's how:

  • Press Ctrl Shift (Google Chrome)
  • Ctrl Shift (Firefox)
  • Control Option (Safari)

 

Once signed in, go ahead and visit the Transactions menu. If there are no other multiple downloads, return to your default browser and clear its cache. This will refresh the system and remove older data that causes viewing and performances issue. However, if this matter continues, I'd recommend using other supported browsers.

 

After excluding all the downloaded duplicates, you'll have to categorise the rest of your transactions. This way, you can organise and separate your personal and business income and expenses. You can refer to this article for the detailed steps: Categorise transactions in QuickBooks Self-Employed.

 

Let me know if you have other concerns about downloading online bank transactions and managing them in QBSE. I'm just around to help. Take care always.