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How to remove duplicate bank transactions in QuickBooks Online

by Intuit Updated 2 weeks 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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