Here's what to do if your downloaded bank transactions are duplicates, missing or wrong.
Occasionally, you may encounter duplicate downloaded transactions from your financial institution. To resolve the issue, you need to:
First, compare two transactions to verify they are duplicates.
Then, exclude or delete duplicate transactions
If you are missing transactions after a banking download, the first thing you need to check is how your Bank Register (Account history) is filtered.
You also need to remember the following:
To get the most current view of your data:
Sometimes you may think a transaction is missing but it's just been mismatched. If you need more help with adding matching your transactions, see Add and match downloaded banking transactions.
Note for US Customers who use PNC Bank: PNC Bank's site, Cash Flow Insight, has been known to stop banking transaction downloads into QuickBooks Online. To disable:
Following these steps will allow the transactions from PNC Bank to once again automatically download into QuickBooks Online.
If none of these scenarios seem to resolve your issue, contact QuickBooks Online support for further troubleshooting. Before you do, we request that you take a minute to evaluate your problem and look for any patterns.
Also, provide to us the specific dates, amounts, and payees of the missing transactions.
Sometimes when performing a WebConnect, it's possible to download transactions from the wrong bank account. Since there's no error for this you normally will not notice an issue until you see strange transactions in your For Review section or the Bank Register.
Note: After you've done a successful WebConnect download to an account, the system will warn you if you try to download a file from a different bank into that account.
There's no way to take out all these transactions at once, so you'll need to remove the erroneous information one transaction at a time. The easiest way to do this is through the register. For detailed steps, see Unmatch and delete downloaded transactions.