Banks use different methods to connect and communicate with QuickBooks, and some have issues with their feeds or data handling, which can lead to duplicate transactions. Let me guide you in handling this issue, Mitre.
But first, may I know what's the name of your bank? This will help us determine if the issue has something to do with your bank or a recurring issue in our end. In the meantime, make sure your data is downloaded correctly by signing into your bank's website. And then confirm if duplicate transactions are showing in the statement. Secondly, ensure that your bank and credit card account is only connected to QuickBooks Self-Employed once. If not, hide the other account so it stops downloading new transactions. To do so, follow the steps below:
- Go to the profile ⚙ icon.
- Select Bank Accounts.
- Make sure your bank or credit card account is connected once.
- If there's a duplicate, select the toggle to OFF in the Show account column.
After that, you can exclude the duplicate transactions so it will only be showing one. Here's how:
- Go to the Transactions menu.
- Find the transaction you want to exclude and select it to expand the view.
- Select the Exclude this transaction checkbox.
- Click Save.
Additionally, learn how to get an accurate picture of your business finances and be able to track your income and expenses to keep your business transactions organized. I've got this article for your reference: Categorize Transactions in QuickBooks Self-Employed.
You can always get back to us if you need further assistance with your bank connection. The Community people are always here to assist your needs.
