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How to remove duplicate bank transactions in QuickBooks Online
by Intuit•15• Updated 8 months ago
Learn how to remove bank transactions that show up as duplicates in your QuickBooks bank account.
If the duplicate transactions are showing in the 'For review' tab:
1. Go to Transactions, then select Bank transactions (Take me there).
2. Select the affected bank account, then in the For Review tab, tick the duplicate transactions.
3. A black box will appear at the top of all transactions, showing how many are selected. Select Exclude.
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4. To permanently remove these transactions from QuickBooks, select the Excluded tab, then select the tick box to the left of the Date column to tick all transactions. Select Delete.
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If the duplicate transactions are already categorised or matched:
1. Go to Transactions, then select Bank transactions (Take me there).
2. Navigate to the Categorised tab and tick all the duplicate transactions.
3. A black box will appear at the top of all transactions, showing how many are selected. Select Undo. This will move them over to the For review tab.
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4. Navigate to the For review tab and tick the duplicate transactions.
5. In the black box at the top of all transactions, select Exclude.
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6. To permanently remove these transactions from QuickBooks, select the Excluded tab, then select the tick box to the left of the Date column to tick all transactions. Select Delete.
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