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maags1950-gmail-
Level 1
posted
‎November 25, 2021 08:32 AM
last updated ‎November 24, 2021 1:32 PM

Banking transactions. Duplication.

I have a problem with duplication when using transfer option for banks I have 2 bank accounts when I review transaction for bank X ,money out to bank Y I categorise bank y ,where funds are transported to ,BUT when bank Y comes for review the same transaction appears as money received from bank X ,so I categorise bank X.,when I look at my records on account transaction has been duplicated, so how do you treat a transfer from one account to another .input would be welcome ,thanks .
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1 Comment 1
RoseJillB
QuickBooks Team
QuickBooks Team
‎November 25, 2021 09:46 AM

Banking transactions. Duplication.

Happy to help you with excluding duplicate bank transactions, @maags1950-gmail-.

 

Duplicate transactions can cause issues with reconciling your account. Since the duplicate transactions have been categorised, kindly follow the steps below.

 

  1. On the left navigation bar, go to the Banking or Transactions tab.
  2. Navigate to the Categorised tab and select all duplicate transactions.
  3. At the top of all transactions a black tab will appear. Then, select Undo.
  4. Go to the For review tab and tick the duplicate transactions.
  5. Click, Exclude at the top of the transactions.

 

You also have an option to permanently delete the transactions from QuickBooks Online. To do so, here’s how:

 

  • Go to the Excluded tab and select the tick box beside the Date column to tick all transactions. Then, select Delete.

 

Check out this article to learn more about reconciling your account.

 

If you need further assistance with your banking transactions, just leave a comment below. The Community always has your back. Have a great day!

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