United States United Kingdom Australia Canada (English) Canada (French) France Singapore South Africa Global Ireland
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
maags1950-gmail-
Level 1
posted
‎November 25, 2021 11:08 AM
last updated ‎November 24, 2021 4:08 PM

Avoid duplication in bank transfers

Thank for your assistance but how to you treat a transfer of money from one account to another ,without duplicating,you have to review and categorise both accounts ,this automatically duplicates record on you account ..
Reply
1 Comment 1
AlexV
QuickBooks Team
QuickBooks Team
‎November 25, 2021 12:01 PM

Avoid duplication in bank transfers

Hello maags1950-gmail-!

 

You can match the downloaded transactions to the fund transfer you created in QuickBooks Online to avoid duplicates. I'm here to show you how to do it.

 

Follow these steps on how to match them:

  1. Go to the Banking/Transactions tab and select Banking.
  2. Tick the Find match radio button. From the Match transactions page, select Transfer from the Show drop-down, and set the From and To dates.
  3. Select the match transaction. Tap Save.

 

Also, QuickBooks Online will try to find a matching transaction. If the system found one, you can review the Matching records found section.

 

You can also check this article for your reference on how to review downloaded transactions: Categorise and match online bank transactions in QuickBooks Online.

 

Lastly, this is the article on how to reconcile the accounts in QuickBooks Online: Reconcile an account in QuickBooks Online.

 

Leave a comment below if you need more help with the downloaded transactions. Take care!

Reply