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Level 2

Lost business credit card, after adding a new one, I see all transactions I already categorized and matched with receipts. Will I have to match them now all over again?

Hello, our business credit card got lost, we blocked it at the bank and go a new one. I connected it in QB and now I see all the transactions that were made with the new as well as the old credit card! I don't understand why. All transactions made with the old credit card were already added in the system and matched with receipts I uploaded. So I thought after connecting the new credit card, I will see only transactions made with the new credit card. Do I have to now go and match all the transactions again? Thanks for your help.
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Best answer September 14, 2020

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QuickBooks Team

Lost business credit card, after adding a new one, I see all transactions I already categorized and matched with receipts. Will I have to match them now all over again?

Hi there,

 

Thanks for reaching out! I can see you're taking advantage of the Bank Feeds in QuickBooks Online to automatically download your transactions and categorize them. Properly recording and matching your transactions is important to ensure accuracy across your books. I'll be happy to help.

 

Since your transactions made with the old credit card are already added and matched in the system, you'd need to exclude those same transactions showing in your new credit card for review. This will ensure you don't have any duplicates in your account. Here's how to do that.

  1. Go to the Banking menu.
  2. Select the blue tile for the account you want to review.
  3. Choose the For Review tab.
  4. Check the box next to each transaction you want to exclude.
  5. Select the Batch action drop-down menu, and then select Exclude selected.

Excluded transactions move to the Excluded tab. They won’t be added to QuickBooks or downloaded again. You can also permanently delete excluded transactions by selecting them in the Excluded tab and then Delete.

 

For more on how to categorize transactions in QuickBooks Online, check out this article: Categorize and match online bank transactions in QuickBooks Online

 

I hope this helps! Have a great day!

View solution in original post

3 Comments
Highlighted
QuickBooks Team

Lost business credit card, after adding a new one, I see all transactions I already categorized and matched with receipts. Will I have to match them now all over again?

Hi there,

 

Thanks for reaching out! I can see you're taking advantage of the Bank Feeds in QuickBooks Online to automatically download your transactions and categorize them. Properly recording and matching your transactions is important to ensure accuracy across your books. I'll be happy to help.

 

Since your transactions made with the old credit card are already added and matched in the system, you'd need to exclude those same transactions showing in your new credit card for review. This will ensure you don't have any duplicates in your account. Here's how to do that.

  1. Go to the Banking menu.
  2. Select the blue tile for the account you want to review.
  3. Choose the For Review tab.
  4. Check the box next to each transaction you want to exclude.
  5. Select the Batch action drop-down menu, and then select Exclude selected.

Excluded transactions move to the Excluded tab. They won’t be added to QuickBooks or downloaded again. You can also permanently delete excluded transactions by selecting them in the Excluded tab and then Delete.

 

For more on how to categorize transactions in QuickBooks Online, check out this article: Categorize and match online bank transactions in QuickBooks Online

 

I hope this helps! Have a great day!

View solution in original post

Highlighted
Level 2

Lost business credit card, after adding a new one, I see all transactions I already categorized and matched with receipts. Will I have to match them now all over again?

Thank you for the answer. I already added some of the transactions again before I noticed they are from months ago and I already added and matched them. So I guess these will appear as duplicates and I will simply delete them, right? The rest I will exclude, that's a good news that I don't have to go through adding and matching them all over again. 

Highlighted
QuickBooks Team

Lost business credit card, after adding a new one, I see all transactions I already categorized and matched with receipts. Will I have to match them now all over again?

Hello kamisaro,

 

I can help you take care of some transactions that you've already re-added so that you avoid the duplicates and can more easily handle them. One of the great things about the tasks in the bank feed is there are undo buttons. Here's how to find them.

 

In the Transactions (or Banking) tab in the left menu, navigate to the Categorized tab to see the transactions that you've added or matched. Each of those transactions should show you an Undo button. When you click that option for a specific entry, the program puts the transaction back in the For Review screen, where you can then exclude it using the steps my colleague shared.

 

Give that a shot if you'd like. I'll be around if you have further questions about it!